Savings and retirement services, namely, financial administration of employee pension plans, stock option and pension valuation services, pension fund services, annuity services, and retirement fund financial management services; financial planning and financial management services; investment advisory and investment management services; wealth management services, and wealth creation services, namely investment banking, financial investments in the field of securities, financial investments in the field of mutual funds, financial investments in the field of commodities, and financial placement of private equity funds for others, and private financial placement of securities and derivatives for others; trading in financial instruments, namely commodity trading, currency trading, stock and bond trading, and mutual funds; financial investment brokerage services for the selling of investment funds, exchange-traded funds, mutual funds, pooled funds, hedge funds, wrap account products, segregated funds, and securities-based investment products by brokers, dealers and financial advisors; leasing of real estate, real estate management services, real estate investment services, mortgage services; providing information in the fields of financial planning and management and investment services through websites, blogs, and social media sites.

Real estate development

Investment communication, namely client newsletters and news alert articles in the field of investments

Wealth management services, namely investment management; investment portfolio construction and analytical services; financial investment product development and management; sales support, namely financial sponsorship of sports events, namely golf, sailing, hockey, football, basketball, baseball and tennis tournaments and charity events, namely charitable fundraisers and charitable galas and dinner events; institutional investment management

Trade industry association services, namely, the enhancement of public and government perception of the receivables management industry; lobbying, advocacy on behalf of association members and consumers; the facilitation of the formation of National standards and certification in the field of accounts receivable; assisting with the development of international business of the receivables management industry.

Organizing and hosting conferences, webinars and networking opportunities in the receivables management industry

Investment management services

Le Fonds d'investissement nommé a pour mission de financer des projets d'agriculture durable grâce à des investissements dans : a) Prêts aux coopératives et création de service de microcrédits au petits producteurs pour leur permettre de mettre en place de nouveaux systèmes agroforestiers ou en implémentant des techniques de gestion permettant d'améliorer la productivité et la qualité des produits. b) Investissements dans des infrastructures et des équipements dans le cadre de coentreprises avec les partenaires-terrain afin d'accroître leur capacité à commercialiser des produits certifiés de haute qualité tels que le cacao, le café, les noix et le bois c) conception et mise en uvre des projets de séquestration et de réduction des émissions carbone afin d'intégrer le financement climatique en tant que source de financement supplémentaire et ainsi monétiser les impacts environnementaux positifs des projets.

Services financiers, nommément, courtage de valeurs mobilières, courtage en valeurs financières, conseil et planification en matière de placements et d'investissements financiers, gestion de portefeuilles; organisation de bourses de valeurs pour le commerce d'actions et d'autres valeurs financières; placement privé financier de valeurs et titres de fonds en produits dérivés pour des tiers; renseignements opérationnels dans le domaine des cours de valeurs mobilière; gestion de portefeuille; gestion de patrimoine; gestion de placements; planification financière, fiscale, de retraite, successorale; investissements de fonds pour des tiers; investissement financier dans le domaine des valeurs et titres; investissement financier dans les fonds mutuels, dans les fonds communs de placement, les fonds indiciels et les fonds négociés en Bourse.

Services financiers, nommément, courtage de valeurs mobilières, courtage en valeurs financières, conseil et planification en matière de placements et d'investissements financiers, gestion de portefeuilles; organisation de bourses de valeurs pour le commerce d'actions et d'autres valeurs financières; placement privé financier de valeurs et titres de fonds en produits dérivés pour des tiers; renseignements opérationnels dans le domaine des cours de valeurs mobilière; gestion de portefeuille; gestion de patrimoine; gestion de placements; planification financière, fiscale, de retraite, successorale; investissements de fonds pour des tiers; investissement financier dans le domaine des valeurs et titres; investissement financier dans les fonds mutuels, dans les fonds communs de placement, les fonds indiciels et les fonds négociés en Bourse

Asset, portfolio and investment management services, namely creating, managing and administering mutual funds, investment funds, third party assets, tax assisted investments, and resource assets and proprietary assets and investments; financial advisory services, namely financial planning and investment management services; administering life, accidental death and health insurance policies; administering banking, financial and estate planning services; capital markets services, namely investment banking services and underwriting of the sale of securities to the public, private placements and investment advisory services related to mergers and acquisitions, divestitures, restructurings and stock exchange listings, institutional sales and trading services namely the selling, purchasing and trading of equity and equity related securities and fixed income securities; investment research services namely the preparation of research reports and opinions to individual investors and institutional clients in connection with investment decision making, investment and exploration services relating to oil, gas and mining resources; private equity and merchant banking services relating to resources

Printed and online publications, namely newsletters, purchasing brochures, educational guides pertaining to facilities management services, food service and clinical nutrition services, environmental services, nursing, medical and clinical services, educational services, healthcare services, operational services, purchasing services and marketing and sales services; marketing and sales brochures; menus and operational resource guides.

Purchasing agency services, purchasing services; supply chain solutions services, the operation of an association for the purposes of collective purchasing and presenting strategies for enhancing access to purchasing arrangements; administration of a program which entitles the members access to purchasing services and discounts on purchasing of the products and services of third parties; providing access to networking and professional development services; providing access to third party suppliers of products and services used by members; consultation services in the field of menu planning; online library services; access to in person, online, electronic and on-demand educational services, workshops, webcasts, seminars, teleseminars, webinars, lectures and speeches in the fields of facilities management services, food service and clinical nutrition services, environmental services, nursing, medical and clinical services, educational services, healthcare services, operational services, purchasing services and marketing and sales services; research and development services pertaining to food, meals, menus, recipes, food procedures, and wireless mobile apps; food and nutrition consulting and dietary professional services in connection with senior living facilities, restaurants, cafeterias and snack bars pertaining to food, meals, menus, recipes, food procedures, facilities and operations management services, food service and clinical nutrition services; consulting in connection with environmental services, nursing, medical and clinical services, educational services, healthcare services, purchasing services and marketing and sales services; technology solution services, namely web-based purchasing apps, menu and recipe management apps.