Goods & Services
Class 35:
Tax preparation; Tax and taxation planning, advice, information and consultancy services; Financial record-keeping for insurance risk management; Taxation planning for philanthropic organisations or philanthropic purposes.
Class 36:
Financial advisory and consultancy services; Financial advisory and consultancy services, namely, providing financial advice to high net worth individuals and companies, financial retirement plan consulting, executive financial counseling, and financial wellness coaching services, namely, providing financial advice and assistance to individuals and companies as part of fringe benefit programs for their employees; Financial planning; Financial planning consultation; Financial planning for retirement; Financial services, namely, wealth management services; Investment advisory services; Investment management; Bill payment services; Insurance consultation; Insurance information; Insurance risk management; Financial risk management consultation; Financial planning for retirement; Financial retirement plan consulting services; Fiduciary services, namely, fiduciary representative services; Estate planning; Estate trust planning; Estate trust management; Providing information in the field of estate planning; Financial trust planning; Financial trust administration; Venture capital advisory services; Venture capital financing; Providing venture capital, development capital, private equity and investment funding services.
Class 41:
Educational services, namely, conducting classes, seminars, conferences and workshops in the fields of finance, investment, wealth management, money management and financial planning.
