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	OMNIVITA OMNIVITA CUSTOM WEALTH MANAGEMENT INC. 1800820 16 Sept 2016	REGISTERED on 23 Oct 2018	Financial and investment services, namely, asset and investment acquis... Class 036 Class 036 Insurance & Financial Services Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; advice relating to investments; investment management; investment of funds for others; foreign currency exchange services; financial services, namely, wealth management services; tax advisory services; estate planning; estate trust management; estate trust planning; money lending consultant services; consumer money lending services; business succession planning services; financial investment counselling; financial planning; financial planning and investment advisory services; financial management; financial planning for retirement; financial placement of private equity funds for others; financial investment analysis and stock research; financial investment brokerage; financial asset management; financial administration of retirement plans; financial analysis; financial analysis consultation services; financial securities brokerage services; financial trust planning; providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; workshops and seminars in the field of will and estate planning; insurance services; financial services, namely fully integrated wealth management services regrouping investment counselling, asset allocation, investment management and monitoring, securities purchase, custody securities, tax planning, bill paying, cash flow and budget, financial statement preparation, insurance management, estate planning, trust administration, financial planning, succession planning and credit; family office services, namely advising families and individuals with respect to management of all aspects of their financial and business affairs, namely tax planning and preparation of tax returns, investment opinion and oversight, estate planning and administration, wealth management, personal and business risk management, family governance, family business advising, insurance planning, professional advisor coordination and strategy, succession planning, intergenerational inheritance planning and wealth transition planning; family office services, namely arranging and coordinating of advice in the fields of personal and business risk assessment and management, business valuation and appraisals, legal issues, finance, investments, accounting, tax, human resources, estate and legacy planning, business succession planning, insurance, wealth management, philanthropic planning, asset protection consulting services, trust services consulting and advising; providing lifestyle services namely, concierge services and professional life enhancement coaching services; brokerage of shares and other securities; financial investments in the field of securities; investment agencies in the field of securities; management of portfolios comprising securities; tax and taxation planning, advice, information and consultancy services; payroll preparation services; payroll tax debiting; business management consultancy and advisory services; bookkeeping services; liaise with accountants, lawyers, tax planners, financial institutions, medical, healthcare, homecare and health specialists, technology and IT specialists, architects, family maintenance specialists, governmental agencies, real estate and mortgage specialists, and life insurance specialists on behalf of individuals and corporations; tax preparation services; and preparing income tax reports; cash flow planning and management services for others; legal consultation services; accounting services.

REGISTERED

on 23 Oct 2018

OMNIVITA

OMNIVITA CUSTOM WEALTH MANAGEMENT INC.

1800820 · 16 Sept 2016

036

Class 036

Insurance & Financial Services

Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; advice relating to investments; investment management; investment of funds for others; foreign currency exchange services; financial services, namely, wealth management services; tax advisory services; estate planning; estate trust management; estate trust planning; money lending consultant services; consumer money lending services; business succession planning services; financial investment counselling; financial planning; financial planning and investment advisory services; financial management; financial planning for retirement; financial placement of private equity funds for others; financial investment analysis and stock research; financial investment brokerage; financial asset management; financial administration of retirement plans; financial analysis; financial analysis consultation services; financial securities brokerage services; financial trust planning; providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; workshops and seminars in the field of will and estate planning; insurance services; financial services, namely fully integrated wealth management services regrouping investment counselling, asset allocation, investment management and monitoring, securities purchase, custody securities, tax planning, bill paying, cash flow and budget, financial statement preparation, insurance management, estate planning, trust administration, financial planning, succession planning and credit; family office services, namely advising families and individuals with respect to management of all aspects of their financial and business affairs, namely tax planning and preparation of tax returns, investment opinion and oversight, estate planning and administration, wealth management, personal and business risk management, family governance, family business advising, insurance planning, professional advisor coordination and strategy, succession planning, intergenerational inheritance planning and wealth transition planning; family office services, namely arranging and coordinating of advice in the fields of personal and business risk assessment and management, business valuation and appraisals, legal issues, finance, investments, accounting, tax, human resources, estate and legacy planning, business succession planning, insurance, wealth management, philanthropic planning, asset protection consulting services, trust services consulting and advising; providing lifestyle services namely, concierge services and professional life enhancement coaching services; brokerage of shares and other securities; financial investments in the field of securities; investment agencies in the field of securities; management of portfolios comprising securities; tax and taxation planning, advice, information and consultancy services; payroll preparation services; payroll tax debiting; business management consultancy and advisory services; bookkeeping services; liaise with accountants, lawyers, tax planners, financial institutions, medical, healthcare, homecare and health specialists, technology and IT specialists, architects, family maintenance specialists, governmental agencies, real estate and mortgage specialists, and life insurance specialists on behalf of individuals and corporations; tax preparation services; and preparing income tax reports; cash flow planning and management services for others; legal consultation services; accounting services.

Financial and investment services, namely, asset and investment acquis...

Owners

Omnivita custom wealth management inc. (1)

Categories

Class 36 (1)

Correspondents

Coastal trademark services limited (1)

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