Description:
|
(1) - Financial services, namely, financial analysis and consultation, financial management, financial planning, asset management, tax planning, risk management, retirement planning, financial portfolio management; investment services, namely, investment consultation, investment advice, investor education, third-party investments, registered and non-registered investment accounts; mutual fund services namely, mutual fund distribution, mutual fund brokerage, mutual fund investment and mutual fund advice; estate planning services, powers of attorney services, executor and trustee services, estate settlement services, tax preparation services (date of death and testamentary trusts), advanced planning techniques using trust accounts, insurance services, namely life insurance services, tax efficient wealth transfer; financing referral services; the provision of access to clients by phone or the internet to information about their accounts and the ability to conduct financial transactions. Medical practice incorporation services, namely advice about incorporation, financial planning advice related to incorporation, tax planning advice related to incorporation.
(2) - Banking services, namely, savings accounts, chequing accounts, physician business banking accounts, mortgages, loans, RRSP loans, personal loans, medical student and medical resident lines of credit, personal and business lines of credit, credit cards; insurance services, namely guaranteed income solutions, home and auto insurance services, lifestyle protection insurance, critical illness insurance disability insurance.
(3) - Tax planning; tax preparation services (date of death and testamentary trusts); tax planning advice related to incorporation.
(4) - Financial services, namely, financial analysis, financial management, financial planning, asset management, risk management, retirement planning, financial portfolio management; investment services, namely, investment consultation, investment advice, investor education, namely financial literacy on educating physicians related to finances and investing, third-party investments, registered and nonregistered investment accounts; mutual fund services namely, mutual fund distribution, mutual fund brokerage, mutual fund investment and mutual fund advice; estate planning services, executor and trustee services, estate settlement services, advanced planning techniques using trust accounts, namely wealth transfer, estate freezes and probate planning, insurance services, namely life insurance services, tax efficient wealth transfer; the provision of access to clients by phone or the internet to information about their accounts and the ability to conduct financial transactions. Medical practice incorporation services, namely financial advice about incorporation of a medical practice, financial planning advice related to incorporation.
(5) - Financial services, namely, financial analysis and consultation, financial management, financial planning, asset management, tax planning, risk management, retirement planning, financial portfolio management; investment services, namely, investment consultation, investment advice, investor education, third-party investments, registered and non-registered investment accounts; mutual fund services namely, mutual fund distribution, mutual fund brokerage, mutual fund investment and mutual fund advice; estate planning services, powers of attorney services, executor and trustee services, estate settlement services, tax preparation services (date of death and testamentary trusts), advanced planning techniques using trust accounts, insurance services, namely life insurance services, tax efficient wealth transfer; financing referral services; the provision of access to clients by phone or the internet to information about their accounts and the ability to conduct financial transactions. Medical practice incorporation services, namely advice about incorporation, financial planning advice related to incorporation, tax planning advice related to incorporation.
(6) - Banking services, namely, savings accounts, chequing accounts, physician business banking accounts, mortgages, loans, RRSP loans, personal loans, medical student and medical resident lines of credit, personal and business lines of credit, credit cards; insurance services, namely guaranteed income solutions, home and auto insurance services, lifestyle protection insurance, critical illness insurance disability insurance.
(7) - Powers of attorney services.
|