PATRIMOINE RICHARDSON

Class [036]
Investment services namely financial investments in the field of investment funds and securities and asset management services; fund investment management services; financial and investment advisory services, financial and investment consultancy services; asset allocation services and information services in the field of investment funds and securities; investment fund services; financial planning; wealth management services; family office planning and advisory services, namely, arranging and coordinating tax advice, legal advice, succession planning advice, investment management advice and investment advisory services; financial planning services for retirement and estate planning; financial consultation in the nature of advising on charitable donations, estate trust management, trusteeship representation and review and advice on insurance requirements and policies; insurance agency services and insurance services.