Financial services, namely, security dealer services; mutual fund dealer services; mutual fund services; mutual fund management, namely, management and portfolio advice for investment funds; wealth management services, namely, financial and investment management; credit services, namely, loans and mortgages; and portfolio management services; investment counselling and advisory services; financial planning and tax registered plans; financial consultation and advisory services; trading of equities, equity derivatives and options; insurance services; financial investment consulting services; securities brokerage services; providing financial information; financial services, namely assisting others with the completion of financial transactions for securities; investment of funds for others; providing stock market information.

Educational videos and graphical information in the fields of financial analysis and financial investments, available on pre-recorded optical discs and for download via the Internet.

Printed and electronic publications, namely, handbooks, brochures, pamphlets, flyers, financial reports, posters, signs, calendars, notepads, gift cards, and directories.

Investment management services, estate planning services, counselling services in the field of retirement planning, financial investment counselling and financial planning services

Financial, insurance, investment, retirement and estate planning consulting services.

Mutual fund investment services; retirement fund investment services; investment management services; providing financial information by electronic means; brokerage and distribution of mutual funds, securities and annuities.

Computer hardware and software used in connection with financial services, real estate investment services, real estate management services, investment management services, banking services, credit card services, investment advisory services, and insurance services

Business management consulting services; business research services; administrative services, namely data processing in the field of insurance claims administration, retirement plan administration, and accounting services for others; management services, namely services in the fields of business management and business administration to administer employee insurance, pension and retirement plans; market research in the fields of finance, insurance and real estate; performance of advertising and marketing measures to promote real estate funds; accounting services; business management of real estate funds; data processing, storage and retrieval services; marketing of commingled, open-end equity real estate services; marketing services to pre-qualified brokers, agents and agencies, namely, providing underwriting and quote information, insurance rating estimates, and insurance business appointment tracking; administration and record keeping of employee pension and retirement plans, employer benefit management plans, namely employee welfare benefit plans, and absence management arrangements, and pension risk transfer and reinsurance services; financial record-keeping of employee pension and retirement plans, employer benefit management plans, employee welfare benefit plans concerning insurance, finance, and absence management arrangements, and pension risk transfer and reinsurance services for liability and insurance risk management and regulatory compliance

Supply chain logistics, warehousing, and services of reverse logistics consisting to deliver goods to third parties by plane, by train, by boat or truck;

Banking services; financing services; debit and credit card services; savings, credit and loan services; credit card reward program services; investment banking; online banking; mobile banking services; automated teller machine service; providing data to customers, namely dissemination of financial information electronically via an internet-based database; financial exchange of data between financial institutions and their customers; telecommunications services, namely providing gateway services and multiple user access to a global computer network for financial services; telecommunication bundle services that allow customers to reach call centers; providing financial information; educational services in the field of financial planning; financial forecasting; financial research; financial planning; financial valuation of personal property and real estate; financial analysis consultation services; financial securities brokerage services; financial and auxiliary services namely financial planning for retirement, financial administration of retirement plans, retirement planning, retirement savings plans, pensions and annuities, saving vehicles, namely savings accounts, term deposits, guaranteed investment certificates, government savings bonds and registered savings plans, mutual funds services, wealth management, credit assurance, registered plans, guaranteed investment certificates, currency exchange, foreign currency exchange services, commodity trading, commodity exchange services, financial analysis, securities brokerage services, asset management service, business planning, portfolio management, namely financial portfolio management, investment portfolio management, investment management, securities dealer, corporate financial consultation services, investment brokerage services, investment planning, maintaining escrow accounts for investments, taxation planning, estate planning, trust company services, administration of investment savings plans; real estate management and services; mortgage services; financial guarantee and surety; financial investment counselling; financial management; investment management; investment advisory services related to merger and acquisition, capital raising, divestitures, unsolicited bid and unsolicited bid defense, financial restructuring; business consulting in the field of business acquisitions and mergers; financial investment in the field of commodities, gold, mutual funds, securities, investment notes, real estate, stocks, escrow accounts, pension funds, hedge funds, deposits; financial placement of securities, derivatives, foreign currency exchange, options, private equity funds for others; investment of funds for others; estate planning; trust company and auxiliary services namely estate planning, portfolio management namely financial portfolio management, investment portfolio management, maintaining escrow accounts, financial analysis; insurance; risk management consulting services; risk management services; supplier of brokerage services, namely direct brokerage services, financial securities brokerage services, brokerage of bonds, shares and other securities namely commodity trading, operational services namely clearing, settlement and custody services for investment funds, principal protected notes, wrap account products, segregated funds, securities and securities-based investment products, and administrative services namely to introduce broker and portfolio manager, maintenance of books and records of transactions, preparation and distribution of client statements and trade confirmation, accounting services for investment funds, discretionary management services, supplier of financial research; business planning; providing assistance and information in the field of home care, robbery, identity theft, replacement services for pieces of identity, assistance services for the return of stolen, lost or found items, personal care assistance, emergency roadside and assistance services, and quick dial access to emergency road service call centers; providing assistance and counselling, namely health and medical assistance services, and information services through telephone and Internet, such as referrals to doctors, medical consultations, treatment plan proposals and follow-ups, health information, insurance claim settlements, assistance services during recovery and in the event of loss of independence, psychological assistance services, concierge services; repair services for the management and operation of computer programs, hardware and software, computer database and Internet; business consultation, namely business assistance services and information services via telephone and Internet for human resources, legal assistance, concierge services, the protection and restoration of private information, client contacts, sales, marketing information; technical assistance in the establishment and operation of an enterprise.

Financial services, namely, financial analysis and consultation, financial management, financial planning, financial portfolio management; investment services, namely, investment consultation, investment advice, investor education; mutual fund services namely, mutual fund distribution, mutual fund brokerage, mutual fund investment and mutual fund advice; estate planning services, executor and trustee services, life insurance services; banking referral services; the provision of access to clients by phone or the internet to information about their accounts and the ability to conduct financial transactions.

Business management services; business account management services; business risk management services; acquisition and merger consultation; business marketing consulting services; business administration consulting services; office functions, namely maintaining records of ownership of stocks, shares and securities, partnership interests, and of settlements for transfers of stocks, shares and securities; business administration services; accounting services; business information services related to funds management, risk management, asset management, real estate management, clean energy management and infrastructure management; business analysis services, namely, business management analysis, business profit analysis, and strategic business analysis; business research services, namely, market analysis and research services; collating, storing, sorting, managing, updating, processing and searching of business and financial data in electronic databases; business organization and management consultancy services; information and advice regarding the aforementioned services; organization consulting services in the fields of private investment funds, private equity funds, credit funds and debt funds; organization consulting services in the fields of real estate, clean energy, infrastructure, private credit and structured products; organization consulting services in the field of private equity financial investment; management services in the fields of private investment funds, private equity funds, credit funds and debt funds; management services in the fields of real estate, clean energy, infrastructure, private credit and structured products; financial operation of buyout funds and real estate funds

Insurance services; financial affairs, namely, providing financial information, financial analysis, and financial structuring, research and investment services in the fields of funds management, risk management, asset management, real estate management, and infrastructure management of clean energy investment portfolios, information and advice regarding the aforementioned services; financial affairs, namely, providing financial information, financial structuring, financial management and financial analysis services in the field of real estate, clean energy asset investment portfolios, private credit and structured products, information and advice regarding the aforementioned services; financial management services, information and advice regarding the aforementioned services; financial investment funds managing services, information and advice regarding the aforementioned services; financial risk management services, information and advice regarding the aforementioned services; asset management services, information and advice regarding the aforementioned services; conducting and arranging financial transactions for third parties, information and advice regarding the aforementioned services; mutual funds, information and advice regarding the aforementioned services; analysis, development, monitoring and management of funds, information and advice regarding the aforementioned services; analysis, development, monitoring and management of investment portfolios, information and advice regarding the aforementioned services; tax consulting services, namely, advisory services relating to tax planning, financial advice relating to tax, and financial advice relating to tax planning; providing financial information, analysis and research services to others in the fields of real estate, clean energy asst investment portfolios, private credit and structured products, information and advice regarding the aforementioned services; financial analysis services, information and advice regarding the aforementioned services; financial research services, information and advice regarding the aforementioned services; monetary exchange services and monetary affairs, namely, monitoring and collecting financial data for others in the fields of funds management, risk management, financial asset management, real estate management, and infrastructure management of clean energy asset portfolios, information and advice regarding the aforementioned services; real estate affairs, namely, real estate consultancy, real estate investment, evaluation of real estate, real estate valuation services, tax appraisals of real estate, and acquisition of real estate for others, information and advice regarding the aforementioned services; financial management, financial investment analysis, and managing financial transactions for third parties in the fields of private investments, private equity, credit, debt, real estate, clean energy asset portfolios, and structured products, information and advice regarding the aforementioned services; monetary exchange operations, information and advice regarding the aforementioned services; financial investment and management in the fields of private investment funds; private investment fund services; financial management services; management of private equity funds; private equity fund investment services; debt fund and credit fund services; financial and investment services, namely, management and brokerage in the fields of private company debt; financial and investment services, namely, management and brokerage in the fields of real estate, clean energy, infrastructure, private credit and structured products; financial services, namely, structuring, operation and management of private investment funds, private equity funds, credit funds and debt funds