RICHARDSON WEALTH

Investment services, namely, financial investments in the field of investment of funds, and management of securities portfolios, and asset management services; fund investment management services; financial and investment advisory services, financial and investment consultancy services; Financial planning, namely, asset allocation services and information services in the field of investment funds and securities; financial planning; wealth management services; financial planning services for retirement and estate planning; financial consultation in the nature of advising on charitable donations, estate trust management, trusteeship representation and review and advice on insurance requirements and policies; insurance agency services