Printed materials, namely books, brochures, reports, newsletters and periodicals relating to investing.

Providing customized financial information via a global computer network; interactive services, namely, providing financial information in the form of saved personalized templates.

Publications, namely books and brochures and computer software and computer hardware.

Securities brokerage services and also financial information services namely providing stock market reports, investment data and news about current events affecting financial markets through print and electronic media.

Downloadable software, namely, computer software and mobile applications for conducting account transactions, securities trades, research, analysis and portfolio management activities, all in the fields of finance and investments; downloadable software, namely, computer software and mobile applications for accessing, viewing, downloading, sharing, managing and saving account data, news, research and information in the fields of finance and investing; downloadable software, namely, computer software and mobile applications for allowing clients to call a financial services representative and to send feedback via electronic communications directly with a financial services representative.

Downloadable electronic publications, namely, brochures, newsletters, reports and instructional and teaching materials in the fields of investments, finance, business, financial planning, portfolio management, retirement planning, money management and asset allocation.

Financial tools and references, namely: computer software, CD-ROMs, and wireless electronic devices for use in the field of investing; books, brochures, reports, newsletters and periodicals relating to investing.

Investment fund management; investment research, information, advice, and analysis services; and providing stock quotes, alerts and other financial news via telecommunications and the internet; retirement planning and retirement plan administration services; holding of securities and other investments in trust; holding of deposits and extending credit; annuity and fixed income investment services; estate and trust planning services; trust, corporate, partnership, investment club and investment account services; margin account services; insurance services; providing automated access to stock quotes; providing automated alerts; analysis services; internet and wireless stock trading; financial planning services; option account services; subscription services for initial public offerings; providing technical analysis via telecommunications and the internet; in house mutual fund management; tax planning services; investment research and providing access to stock screener tools; brokerage services in the fields of securities, stocks, bonds, mutual funds, money market funds, commodities, futures, options, and indices of any of them; investment services in the fields of securities, stocks, money market funds, bonds, mutual funds, commodities, futures, options and indices of any of them; investment advice and management in the fields of securities, stocks, bonds, mutual funds, money market funds, commodities, futures, options, and indices of any of them; securities brokerage account services including an interest bearing feature for cash between investments, access to cash and margin loans; credit card and debit card services; cheque writing and bill payment services; investment account information services, namely, providing investment account information by phone, via an electronic interactive voice response system, and by online means, and providing investment account information in the form of consolidated statements; cash management account services; providing portfolio management services, portfolio management analysis tools, decision making analysis tools, and investment research analysis tools, namely, analysis tools for monitoring investment market value and performance of investments, analysis tools for analyzing investment performance, analysis tools for evaluating asset allocation, risk tolerance, alternatives plan, investing timeframe, and investment alternatives plan; providing news, information, research, databases and analysis in the fields of investing, finance, and financial planning; providing news, information, research, databases and analysis in the fields of government, economics, business, and current events that relate to financial planning and investing; educational services, namely, conducting classes, seminars, workshops, and conferences in the fields of investment, finance, economics, business, financial planning, portfolio management, retirement planning, money management, investment strategy, and asset allocation.

Providing technical assistance to charitable organizations, and to individuals and other organizations for charitable purposes; grant making and making loans for public benefit purposes, both domestically and internationally.

Financial tools and references, namely: computer software, CD-ROMs and wireless electronic devices for use in the field of investing; and books, brochures, reports, newsletters and periodicals relating to investing.

Financial services, namely: investment services; brokerage services in the field of securities and other investments; investment research, information, advice, and analysis services; education services, namely conducting seminars, conferences and workshops and providing educational materials on investing in print and via the internet; providing stock quotes, alerts and other financial news via telecommunications and the internet; investment portfolio management services; investment fund management; retirement planning and retirement plan administration services; holding of securities and other investments in trust; holding of deposits and extending credit; chequing, transferring of funds and bill payment; credit card and debit card services; annuity and fixed income investment services; estate and trust planning sevices; trust, corporate and investment account services; margin account services; providing automated access to stock quotes; providing automated access to account information; providing automated alerts; providing automated access to financial information, business news, market data and information in the fields of financial management and investment; cash management account services; providing access by electronic communication networks to portfolio management services and tools and/or account information; providing access by electronic communication networks to decision making tools and investment research tools; providing access by electronic communication networks to news, information, research, databases, and analysis in the fields of investing, finance, financial planning, business, current events, government and economics; and insurance services.

Brochures relating to investing.

Financial services, namely: investment services; brokerage services in the field of securities and other investments; investment research, information, advice, and education services, namely conducting classes, workshops, seminars and conferences; investment fund management; retirement planning and retirement plan administration services; holding of securities and other investments in trust; holding of deposits and extending credit; transferring of funds and bill payment; credit card and debit card services; annuity and fixed income investment services; estate and trust planning services; trust, corporate and investment account services; margin account services; and insurance services.

Financial tools and references, namely: computer software, CD-ROMs and wireless electronic devices for use in the field of investing; and books, brochures, reports, newsletters and periodicals relating to investing.

Financial services, namely: investment services; brokerage services in the field of securities and other investments; investment research, information, advice, and analysis services; education services, namely conducting seminars, conferences and workshops and providing educational materials on investing in print and via the internet; providing stock quotes, alerts and other financial news via telecommunications and the internet; investment portfolio management services; investment fund management; retirement planning and retirement plan administration services; holding of securities and other investments in trust; holding of deposits and extending credit; chequing, transferring of funds and bill payment; credit card and debit card services; annuity and fixed income investment services; estate and trust planning sevices; trust, corporate and investment account services; margin account services; providing automated access to stock quotes; providing automated access to account information; providing automated alerts; providing automated access to financial information, business news, market data and information in the fields of financial management and investment; cash management account services; providing access by electronic communication networks to portfolio management services and tools and/or account information; providing access by electronic communication networks to decision making tools and investment research tools; providing access by electronic communication networks to news, information, research, databases, and analysis in the fields of investing, finance, financial planning, business, current events, government and economics; and insurance services.

Brokerage services in the fields of financial securities, stocks, bonds, mutual funds, money market funds, commodities, futures, stock options, and indices of financial securities; investment services in the fields of financial securities, stocks, bonds, mutual funds, money market funds, commodities, futures, stock options, and indices of financial securities; investment advice and management in the fields of financial securities, stocks, bonds, mutual funds, money market funds, commodities, futures, stock options, and indices of financial securities; securities brokerage account services that feature an interest-bearing feature for cash between investments, electronic cash transactions, and margin loan services; banking services; credit card and debit card services; cheque processing and bill payment services; annuity investment services; financial investment in the field of variable insurance; financial information provided by electronic means; administration of employee pension plans; financial planning; insurance brokerage; cash management account services; fixed income investment services; electronic funds transfer; providing information and analysis in the fields of finance, economics, investment, business, financial planning, and investment strategy; providing portfolio management services; providing an interactive online computer database in the field of financial portfolio management, financial decision making, investment research, monitoring investment value and performance of investments, analyzing investment performance, evaluating asset allocation, risk tolerance, financial alternative plans and investment timeframes; providing information by phone and by online means in the field of investment account information and financial research; and providing an online computer database in the fields of investing, finance, financial planning, financial news, financial information, and analysis in the fields of investing, finance and financial planning.