Providing financial analysis and opinions; investment dealer services; acting as an investment and financial broker and dealer of equity and debt securities, futures and derivatives; broker-dealer financial services in the field of options, direct access investment broker, securities order execution only investment broker, equity and debt securities, futures, options and derivatives; financial trading in securities; broker and dealer of foreign exchange transactions; insurance brokerage services; investment brokerage services; acting as a futures commission merchant; acting as a derivatives dealer, namely, trading of financial derivatives; underwriting equity and debt securities; financial advisory services relating to corporate finance, restructuring, mergers and acquisitions; investment banking; corporate finance services, namely mergers, acquisitions, divestitures, and restructuring; financial counseling services relating to business acquisitions and mergers, capital markets, wealth management, financial planning and financial investment counseling; investment consultation services; estate planning services; investor relations services; information in the field of financial matters, namely futures, commodities, securities, currencies, financial instruments, brokerage, trading, investments, wealth management, companies, financial markets namely currency markets, securities markets, commodities markets, money markets, derivative markets, and capital markets, and stock pricing and indices; asset and wealth management services; portfolio management services; direct access brokerage services; discount brokerage services to retail investors; financial and investment research services; financial trading services provided via an electronic trading platform allowing users to trade securities, currencies, and financial instruments.

Arranging business conferences regarding investment banking, business research, asset management, investment consultation, and financial matters

Printed materials, namely booklets, brochures, pamphlets and advertising signs of paper regarding financial, credit union, investment, wealth management, trust and insurance products and services; pens

Cardboard floor display units for merchandising products regarding financial, credit union, investment, trust and insurance products and services;

Water bottles sold empty

Blankets for outdoor use

Golf hats, golf wear, casual clothing

Golf balls, golf tees, golf bags, golf divot repair tool, golf gloves; golf score counters

Financial, credit union and trust services, namely, savings accounts and chequing account services; bill payment services provided through automatic teller machines, over the telephone and over the Internet; provision of money orders, travellers' cheques, guaranteed investment certificates, registered retirement savings plans, mutual funds, term deposits, mortgage loans, personal loans and students loans, commercial loans and automobile loans; currency services namely foreign exchange; a program for corporate shareholders relating to profit sharing, distribution of dividends and the sale and distribution of equity funds and capital; financial, credit union and trust investment and estate planning services, namely sale of mutual funds and retirement investment planning, management of trust funds, investment counselling, financial planning, financial advice namely providing information and advice in the field of finance; insurance services, namely, the sale of life insurance, disability insurance, property insurance, vehicle insurance, travel insurance and casualty insurance;

Arranging and conducting workshops and seminars in the fields of financial services, investing securities and insurance products and services;

Promotional materials, namely, chocolates, candies, t-shirts, shirts, shorts, pants, hats, hoodies, sweatshirts, baseball caps, visors, jackets, blankets, 3 ring binders for documents, folders for meetings and documents, pens, pencils, passport holders, baggage tags, key chains, letterhead, envelopes, action cards, business cards, pull up banners, biodegradable balloons, stickers, ribbons, coffee, water bottles, bracelets, bubbles for children, lunch boxes, backpacks, flashlights, umbrellas, stationery and school supplies, namely, notepads, erasers, paper, pencils, candles, coffee mugs, wine glasses, beer glasses, bottle openers, watches, rings, necklaces, decals, posters, wallets, drink coasters, key chains, lighters, name tag badges, lapel pins, backpacks and string bags, knapsacks, leather document portfolios with notepads, belt buckles, bandannas, lanyards for holding badges, carabiners to clip objects together , matches, golf balls, golf accessories, namely, golf towels, golf tees, divot replacers, ball markers, golf gloves, golf umbrellas, cell phone cases, notebooks, journals, loyalty cards;

Wealth management services, investment management services, investment advisory services, financial advisory services for asset management and cash flow risk, financial management services, business succession and transition planning services, wills and estate planning, retirement planning services, tax planning services, credit services as they pertain to investment margin accounts, insurance planning and risk management planning services, family wealth legacy planning services, philanthropic and charitable gift planning services, family wealth educational services, cash management services, mergers and acquisitions services, business valuation services, legal services, consulting services as they relate to asset management, carrying on the provision of financial analysis and consultation and investment management online with moderate to minimal human intervention, real estate services as they relate to asset management, financial planning services, wealth planning services, wealth advisory services, investment counseling services, investment planning services, accounting services; fundraising services; charitable fundraising services; Arranging and conducting of educational courses and workshops in the field of wealth management, investment management, financial planning, estate planning, philanthropic planning, corporate social responsibility, client engagement, employee engagement, community engagement, and global citizenship; Business consulting in the field of corporate social responsibility, client, employee, and community engagement and education on global citizenship; carrying on the business of the provision of developing educational materials in the field of corporate social responsibility and global citizenship in the developing world; carrying on the business of providing curriculum to Canadian schools regarding the developing world; carrying on the business of facilitating and collection of donations for charitable purposes;

Development and educational services, namely conducting courses of instruction in the area of banking, financial planning, credit counselling, mortgage information, house purchasing.