Advisory services relating to financial planning; financial analysis consultation services; financial calculation services for others, namely, budget calculation; financial planning services for retirement; providing information in the field of financial investments; providing information in the field of financial literacy; providing information in the field of financial wellness and financial insights

Providing a webcast over the internet featuring financial information for educational purposes

Business advisory services and data analytics services, namely, data compiling and analyzing in the fields of insurance, risk management, insurance brokerage, reinsurance, and reinsurance brokerage; business management consultancy and advisory services in the field of risk analysis, risk management, risk transfer, financial services, insurance and reinsurance and assurance services

Insurance and reinsurance services; risk management services; financial and monetary business services namely, asset management for insurance companies, cash management, reporting, securities lending, investment consulting, asset liability management, integrated risk management, investment and funds management services, comprehensive risk management services focusing on assets and liabilities including combining insurance and reinsurance services with derivative financial instruments, and real estate services; insurance underwriting; insurance agencies; insurance actuarial services; insurance financial evaluation for insurance purposes; assessing insurance claims and insurance claims processing; providing insurance information and insurance consultancy; indemnity services; actuarial services; annuity underwriting; financial administration of annuity services; financial administration of life income funds and life income retirement funds; financial administration of retirement income funds; retirement investment planning and advisory services

Charitable fundraising; financial sponsorship of charitable and non-profit organizations; financial sponsorship of charitable and philanthropic activities; financing for the development and implementation of sustainable projects in the field of agriculture and real-estate; providing financial assistance to charitable and non-profit organizations; providing grants to community initiatives, activities, and programs; providing grants to individuals, charitable organizations, and non-profit organizations for projects in the fields of community improvement, education and environmental stewardship

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

Advisory services relating to tax planning; asset and portfolio management services; family office services, namely, financial planning; financial advisory services, namely financial planning and investment management services; financial and estate planning services; insurance brokerage services; insurance consultancy and advisory services; insurance services; investment portfolio management; wealth management services

Financial advisory services, namely financial planning and investment management services

Fund management services; securities dealer services; securities portfolio management

Financial management; financial planning services; investment management

Legal services

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 financial asset management; advisory services relating to financial planning; creating, managing and administering investment funds; financial advisory services, namely financial planning and investment management services; financial affairs management and private equity fund investment services; financial analysis and research services; financial asset management; financial management and brokerage services in the field of futures and other securities; financial securities brokerage services; fixed income investment services; investment and management of funds; personal equity plan investment services; providing securities market information