North American Product Classification System (NAPCS) Canada [Provisional Version 0.1]

• 52 - Financial and insurance services
• 523002 - Personal financial planning services and trust products
• 523002.2 - Personal financial planning and investment management services

523002.2.1 - Personal financial planning and advice products

Providing planning and advisory services to private clients that enable them to meet their financial objectives. The service may include an assessment of the client's financial situation, and advice on investments, use of financial services, financially-related legal and accounting issues, and tax reduction strategies. Includes credit counselling services.