Investment and financial advisory services.

Investment of funds for others; wealth management

Financial advice relating to income tax; financial advice relating to pension planning; financial advice relating to tax planning; financial advisory services relating to financial goal planning; financial advisory services, namely financial planning and investment management services; financial and estate planning services; insurance brokerage; insurance brokerage services; mortgage brokerage; mortgage brokerage services; mortgage financing services; mortgage foreclosure services; mortgage lending services; mortgage planning; mortgage refinancing; mortgage refinancing services; providing advice relating to the arranging of mortgages; providing information in the field of wealth management; wealth management; wealth management services

Administration of employee health and financial benefit programs; advisory services relating to financial asset management; advisory services relating to financial planning; consultancy and provision of information to investors in the field of financial investment services; consultancy in the field of insurance benefits, group benefits, employee benefits, pension benefits, retirement benefits and financial benefits; family office services, namely, financial planning; financial administration of education savings plans; financial administration of employee pension plans; financial administration of first home savings accounts (FHSAs); financial administration of fixed-term investment deposits; financial administration of fund investment; financial administration of guaranteed investment certificates; financial administration of health reimbursement arrangements; financial administration of home buyers' plans; financial administration of insurance; financial administration of investment funds; financial administration of life income funds and life income retirement funds; financial administration of registered education savings plan services; financial administration of registered retirement savings plan services; financial administration of retirement fund services; financial administration of retirement income funds; financial administration of retirement plans; financial administration of retirement savings plans; financial administration of stocks; financial administration of tax-free savings account; financial advice relating to tax; financial advice relating to tax planning; financial advisory services relating to business acquisitions and mergers; financial advisory services relating to financial goal planning; financial advisory services relating to insurance contracts; financial advisory services, namely financial planning and investment management services; financial and estate planning services; financial asset administration of individual security options; financial asset management; financial asset management of individual security options; financial asset management services; financial calculation services for others, namely, budget calculation; financial consultancy for lottery winners; financial consultancy in the field of mergers and acquisitions; financial investment advisory; financial investment advisory services; financial investment analysis and research; financial investment analysis and stock research; financial investment brokerage; financial investment counselling; financial investment counselling and financial planning; financial investment in the field of securities; financial investment services in the fields of mutual funds; financial investment services in the fields of securities; financial investments in the field of exchange-traded funds; financial investments in the field of mutual funds; financial investments in the field of securities; financial management advisory services; financial management and brokerage services in the field of options; financial management and brokerage services in the field of stocks; financial management and brokerage services in the field of the investment of funds of others; financial management for business; financial management services; financial planning; financial planning and investment advisory services; financial planning and investment portfolio management; financial planning for retirement; financial planning services; financial planning services for retirement; financial portfolio management; financial securities brokerage services; financial services, namely investment counseling and advisory services; financial structuring services relating to business acquisitions and mergers; investment counselling, financial planning and portfolio management; managing financial investments for others; providing financial consultancy services relating to charitable activities; providing information in the field of financial investments; providing information in the field of financial literacy; providing information in the field of financial planning and financial investments via a website; providing information in the field of financial wellness and financial insights; providing stock market investment information and research in the field of financial planning and financial investments

Fund management services; securities dealer services; securities portfolio management

Estate planning; financial administration of retirement plans; financial analysis; financial analysis consultation services; financial asset management; financial investment counselling; financial investments in the field of mutual funds; financial investments in the field of securities; financial planning; financial planning for retirement; insurance services; investment management; investment of funds for others; mutual fund services; wealth management services; administration of investment savings plans; investment funds services, namely management and administration of investment funds; personal financial risk management; group insurance benefits; group retirement services; providing investment management services and customized investment portfolios to clients.

Advisory services relating to tax planning; asset and portfolio management services; estate planning; financial planning and investment advisory services; financial planning services for retirement; investment counselling, financial planning and portfolio management; providing financial information relating to charitable activities and events

Financial services, namely life and health insurance and annuity services; trading in financial instruments, namely commodity trading, currency trading, stock and bond trading, and mutual funds, securities dealer and mutual fund dealer distribution and investment services, custodial services, private placement and capital market services; financial services, namely lending services, and tax and estate planning and advice.

Services financiers, nommément services de conseil et de gestions d'actifs, régime d'épargne retraite, rentes, régime d'épargne étude, dépôt à court terme, dépôt à moyen terme, dépôt à long terme, fonds distincts; Gestion de patrimoine, nommément, planification financière, expertises fiscales, planification successorale.

Advisory services in the field of real estate; advisory services relating to financial asset management; advisory services relating to financial planning; advisory services relating to tax planning; assessment and management of real estate; assuming financial risk of others by entering into equity sharing and equity financing agreements and instruments; brokerage of equities; commercial real estate leasing; consultancy in the field of private equity investment; consulting services in the field of real estate; debt advisory services; debt investment services; equity capital investment; equity financing; equity investment in companies; equity trading; establishing of investment funds for others to purchase equity sharing and equity financing agreements and instruments; estate planning advisory services; finance services for real estate development; financial administration of capital investment; financial administration of fund investment; financial administration of property portfolios; financial administration of real estate; financial administration of retirement fund services; financial advice relating to tax; financial advisory services relating to financial goal planning; financial advisory services, namely financial planning and investment management services; financial affairs management and private equity fund investment services; financial analysis services; financial analysis, reporting and research services in the field of debtor assets; financial and estate planning services; financial and investment market risk analysis, appraisal and projection; financial asset administration of equity sharing agreements; financial asset management; financial asset management of equity sharing and equity financing agreements and instruments; financial asset management services; financial consultancy relating to real estate investment; financial investment advisory services; financial investment analysis and research; financial investment counselling; financial investments in the field of mutual funds; financial investments in the fields of private equity; financial investments in the fields of real estate; financial management; financial management in the field of investment funds, private equity products, real estate and infrastructure; financial management of building projects; financial management of real estate projects; financial placement of private equity funds for others; financial planning; financial planning and investment advisory services; financial services, namely, raising debt and equity capital for others; financial trust management; financial trust planning; financing of real estate development projects; fund investments; investment and acquisition advisory services in the area of real estate and multihousing real estate; investment of funds for others; investment trust management; leasing of real estate; management of private equity funds; managing financial investments for others; mutual fund advisory services; mutual funds; private equity capital investment services in the field of natural resources; private equity fund investment services; providing advice relating to real estate investment; providing financial information in the field of equity sharing and equity financing agreements; providing financial information in the field of mortgage investment, investment of funds and financial planning; providing financial investments for others in the field of equity sharing and equity financing agreements; providing information in the field of real estate via the Internet; providing private equity and investment funding; provision of investment accounts including registered plans, guaranteed investment accounts, tax-free savings accounts and segregated investment accounts; public equity financing; public equity investment management; real estate advisory services; real estate asset management; real estate consultancy; real estate investment consultancy; real estate investment services; real estate investment trust advisory services; real estate investment trust management services; real estate investment trust services; trading of financial instruments for others in the field of equity sharing and equity financing agreements; trust company services; trusteeship of real estate property; valuations in real estate matters; wealth management services

Podcasting of shows in the field of financial asset management; podcasting of shows in the field of real estate asset management; podcasting of shows in the field of wealth management; providing a webcast over the internet featuring financial information for educational purposes