Printed and electronic publications, namely, brochures, advertisements, newspapers, magazines, periodicals, newsletters, pamphlets, flyers, business documents, namely, printed and electronic publications, namely, business reports, marketing reports, brochures and sales support documents, stationery, namely, letterhead, envelopes, folders, invitations, labels, note pads, business cards, business organizers, namely, electronic and stationery business and personal organizers, paper, pens, pencils and postcards; clothing, namely, shirts, sweaters and jackets; head wear, namely, caps, hats and toques; golf balls; mugs; water bottles; briefcases, messenger bags; novelty items, namely, key chains, bag tags, blankets, buttons, tote bags, clocks and fridge magnets.

Banking services, providing advice in the field of investments, automated teller machine services, brokerage of shares, financial valuation of businesses, financial valuations of stock options and pension valuation services, cash and foreign exchange transactions, cash management, certificate of deposit services, checking account services, commercial lending services, namely, mortgage banking, mortgage brokerage, mortgage services, financing of loans, savings and loan services, financially guaranteed financing, consumer lending services, namely, consumer mortgage services, savings and loan services for consumers, credit and cash card services, debit card services, electronic funds transfer and deposit, electronic payment, namely, electronic processing and transmission of checks, bills and bill payment data, estate planning, estate trust management, facilitating and arranging for the financing of agricultural products, financial analysis, financial consultation, financial forecasting, financial information processing, financial loan consultation, financial management, financial planning, financial portfolio management, financial portfolio offerings consisting of separate accounts and mutual funds for equity and fixed income investments, home equity loans, individual retirement account services, investment banking services, financial investment consulting services and financial advisory services, namely, debt advisory services, mutual fund advisory services, financial analysis services, financial management services and financial planning services, investment funds, investment management, investment services, namely, consulting in the field of asset acquisition and financing the acquisition of assets, consultation services in the field of investment financial asset development and management services, issuance of bank checks, issuing credit cards, issuing of checks and letters of credit, lease securitization services, namely, brokerage of shares and other securities, financial investments in the field of securities and financial securities brokerage services, lease-purchase financing, lease-purchase loans, maintaining escrow accounts for investments, management of portfolios comprising securities, money market account services, mortgage lending and brokerage, mutual fund brokerage, mutual fund investment, mutual fund management, on-line banking services, providing loans secured by commercial paper, providing stock and securities market information, safe deposit box services, savings account services, savings and loan services for youth, securities services, namely, financial investment in the field of securities, securities trading communications services, namely, providing information in the field of securities trading, quotations, pricing and advice in the field of securities trading and information services, travelers' check issuance, treasury management services, trust services, namely, trust management services, namely, financial, investment and estate trust operations, financial trust operations, and financial planning and investment advisory services and fund investment services and trust company services, insurance services, telecommunications services, namely providing information on financial transactions and financial, commercial and electronic transaction and data processing services on the Internet and financial data transmission services, electronic commerce services, namely the issuance and management of digital certificates and the design of secured transaction services and the provision of validation services, namely the reselling and marketing of computer security software, holding company services, namely acquisition, possession, development and administration of assets, providing working capital, namely, providing loans for working capital, providing information in the fields of banking, investment of funds, consumer and commercial lending, securities trading and financial planning, and other financial services, namely long-term and short-term investments, financial consulting and financial management, charitable and philanthropic services, namely providing general financial planning advice and consultations, donations, sponsorships, volunteer assistance and fundraising support to local, regional and national charitable and non-charitable organizations, providing information in all of the foregoing fields via a global computer network.

Assessment and evaluation of taxes; business administration services; outsourcing of legal services; tax filing services; tax preparation

Estate planning, financial planning,

Insurance services; wealth management services; financial planning services; estate planning services

Life insurance services

Investment management; Consulting services in the fields of financial investment and retirement planning; Operating a website providing information in the fields of investment management, financial investment (in commodities, mutual funds and securities), and retirement planning

Applications for mobile phones for accessing information on wealth management and investment planning and management.

Flash cards, playing cards, instructional booklets and worksheets; toolkits for wealth management and investment planning and management, containing one or more of flash cards, playing cards, instructional booklets or worksheets; Printed publications in the fields of philanthropy and investment, namely, pamphlets, booklets, workbooks, workshop materials, newsletters, conference programs, books and resource materials in the fields of philanthropy and investment.

Software for financial asset management, portfolio management, discretionary portfolio management, financial investments in the field of exchange traded funds, financial investments in the field of securities, financial management, financial management by the internet, financial planning and investment advisory services, financial planning for retirement; software for portfolio allocation, for portfolio monitoring and rebalancing, client document signing, client onboarding, client management.

Financial asset management, management of portfolios comprising securities, discretionary management of portfolios comprising securities, financial investments in the field of exchange traded funds, financial investments in the field of securities, financial management, financial management by the internet, financial planning and investment advisory services, financial planning for retirement.

Financial services, namely, financial portfolio management, investment advisory services, investment funds, and investment and asset management services

Investment services namely financial investments in the field of mutual 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 mutual funds and securities; and mutual fund services

Financial services, namely, financial investment counselling, financial planning, financial investment counselling, investment management, charitable gift strategies, estate planning, succession services, namely, business succession planning and personal and business assets transfer, insurance services, trust company services, net worth and risk analysis; advising and assisting business owners on arranging capital funding from institutional sources; risk management services; risk management consulting services; investment banking, namely, referring clients to investment bankers; tax advisory services, namely, referring clients to tax advisers