THE INTENTIONAL FORMULA

Business planning; Tax and taxation planning, advice, information and consultancy services

Advisory services in the field of employee benefits for group healthcare and business insurance offered to employees in addition to standard benefits such as medical, dental, life insurance including short term disability, long term disability, cancer insurance, accidental death and dismemberment; Cash management; Consultancy services relating to insurance; Estate planning; Financial planning; Financial planning consultation; Financial planning for retirement; Financial risk management; Insurance brokerage services; Investment management; Student loan services