BRIDGEVIEW WEALTH

Financial planning, namely, financial and investment planning and management for individuals and families and businesses; financial advisors; financial advice relating to registered investments; financial planning and consultation; financial investment services consisting of advisory and management services of corporate 401k accounts; financial services, namely, wealth management services using a holistic, goal oriented collaborative approach; financial services, namely, wealth management services using a multigenerational approach for legacy planning utilizing financial endowments and trust accounts; insurance consultation