SIMPLIFYING WEALTH. SIMPLIFYING LIFE.

Business risk management; Business succession planning; Tax and taxation planning, advice, information and consultancy services

Advice relating to investments; Aircraft appraisal and valuation services; Annuity services, namely, account and investment administration and the investment and distribution of annuity funds; Debt management consultation; Estate planning; Estate trust planning; Financial advice, namely, budget planning; Financial management of employee pension plans; Financial planning and investment advisory services; Financial planning for retirement; Financial risk assessment services; Financial risk management; Financial services, namely, wealth management services; Investment management; Investment management of and distribution of annuities; Investment risk assessment services; Trustee services