wealthness

Class [036]
Financial services, namely providing wealth management, investment, financial planning and insurance services; Credit Union financial services, namely, providing loans, accounts, term deposits, RRSPs, RIFs, TFSA's, Tax Free Savings Accounts, safety deposit boxes, travellers' cheques, overdraft protection, client cards, lines of credit, statements, on-line brokerage services and robo-advice platforms; Financial planning services, financial analysis services and financial consultation services, estate planning, retirement planning, business and/or farm succession planning, income strategies, education funding strategies, intergenerational wealth transfer planning and personal and corporate financial risk mitigation strategies; Financial services for individuals and businesses, namely, providing accounts, term deposits, RRSPs, RIFs, TFSA's, Tax Free Savings Accounts, LIF's, LIRA's, RESP's, statements, financial planning services, investment advisory, on-line and discount brokerage services, online investing service, mutual fund and market-based investments, estate planning, life and disability insurance, segregated funds, guaranteed investment accounts, annuities, business succession planning, keyman insurance, and general wealth management services;