TRUSTWORTHY BY DESIGN

Financial planning and investment advisory services; Financial planning, namely, financial planning services, consulting on financial planning, information, data, advice and consultancy for individuals and businesses; Financial planning, namely, writing, drafting, creating and preparation of financial plans providing financial advice, strategic direction, a plan for implementing sound financial decisions and oversight to help individuals and businesses achieve their financial goals; Financial planning, namely, implementing financial plans for individuals and businesses to achieve their financial goals; Financial analysis; Financial risk management; Financial consultation and advice and financial planning relating to financial investments, asset management and cash management; Mortgage planning; Financial planning, namely, savings planning; Financial loan consultation; Financial portfolio management; Providing financial information; Investment management; Financial research