UNBIASED

Class [036]
Financial planning services and wealth management services, namely investment management services, financial management, financial planning and investment advisory services, financial investment counselling, mutual fund services, estate planning services, financial information and consultation in the nature of retirement planning and design, financial planning for retirement, financial trust planning, financial trust administration, financial valuations, financial valuation of personal property and real estate, investing funds for other, and investment counselling. Family office services, namely advising families and individuals with respect to management of all aspects of their financial and business affairs, namely tax planning, investment oversight, estate planning and administration, wealth management, personal and business risk management, family governance, family business advising, insurance planning, professional advisor coordination and strategy, succession planning, inter generational inheritance planning and wealth transition planning.