Financial services, namely providing wealth management, investment, financial planning and insurance services; Credit Union financial services, namely, providing loans, accounts, term deposits, RRSPs, RIFs, TFSA's, Tax Free Savings Accounts, safety deposit boxes, travellers' cheques, overdraft protection, client cards, lines of credit, statements, on-line brokerage services and robo-advice platforms; Financial planning services, financial analysis services and financial consultation services, estate planning, retirement planning, business and/or farm succession planning, income strategies, education funding strategies, intergenerational wealth transfer planning and personal and corporate financial risk mitigation strategies; Financial services for individuals and businesses, namely, providing accounts, term deposits, RRSPs, RIFs, TFSA's, Tax Free Savings Accounts, LIF's, LIRA's, RESP's, statements, financial planning services, investment advisory, on-line and discount brokerage services, online investing service, mutual fund and market-based investments, estate planning, life and disability insurance, segregated funds, guaranteed investment accounts, annuities, business succession planning, keyman insurance, and general wealth management services;

Investment and wealth management services; investment portfolio management services; wealth coordination services; financial planning.

Education programs and courses on financial and investment affairs.

Printed and electronic publications, namely, brochures, advertisements, newspapers, magazines, periodicals, newsletters, pamphlets, flyers, business documents, namely, printed and electronic publications, namely, business reports, marketing reports, brochures and sales support documents, stationery, namely, letterhead, envelopes, folders, invitations, labels, note pads, business cards, stationery business and personal organizers, paper, pens, pencils and postcards

Banking services, providing advice in the field of investments, automated teller machine services, brokerage of shares, financial valuation of businesses, financial valuations of stock options and pension valuation services, cash and foreign exchange transactions, cash management, certificate of deposit services, checking account services, commercial lending services, namely, mortgage banking, mortgage brokerage, mortgage services, financing of loans, savings and loan services, financially guaranteed financing, consumer lending services, namely, consumer mortgage services, savings and loan services for consumers, credit and cash card services, debit card services, electronic funds transfer and deposit, electronic payment, namely, electronic processing and transmission of checks, bills and bill payment data, estate planning, estate trust management, facilitating and arranging for the financing of agricultural products, financial analysis, financial consultation, financial forecasting, financial information processing, financial loan consultation, financial management, financial planning, financial portfolio management, financial portfolio offerings consisting of separate accounts and mutual funds for equity and fixed income investments, home equity loans, individual retirement account services, investment banking services, financial investment consulting services and financial advisory services, namely, debt advisory services, mutual fund advisory services, financial analysis services, financial management services and financial planning services, investment funds, investment management, investment services, namely, consulting in the field of asset acquisition and financing the acquisition of assets, consultation services in the field of investment financial asset development and management services, issuance of bank checks, issuing credit cards, issuing of checks and letters of credit, lease securitization services, namely, brokerage of shares and other securities, financial investments in the field of securities and financial securities brokerage services, lease-purchase financing, lease-purchase loans, maintaining escrow accounts for investments, management of portfolios comprising securities, money market account services, mortgage lending and brokerage, mutual fund brokerage, mutual fund investment, mutual fund management, on-line banking services, providing loans secured by commercial paper, providing stock and securities market information, safe deposit box services, savings account services, savings and loan services for youth, securities services, namely, financial investment in the field of securities, securities trading communications services, namely, providing information in the field of securities trading, quotations, pricing and advice in the field of securities trading and information services, travelers' check issuance, treasury management services, trust services, namely, trust management services, namely, financial, investment and estate trust operations, financial trust operations, and financial planning and investment advisory services and fund investment services and trust company services, insurance services, telecommunications services, namely providing information on financial transactions and financial, commercial and electronic transaction and data processing services on the Internet and financial data transmission services, electronic commerce services, namely the issuance and management of digital certificates and the design of secured transaction services and the provision of validation services, namely the reselling and marketing of computer security software, holding company services, namely acquisition, possession, development and administration of assets, providing working capital, namely, providing loans for working capital, providing information in the fields of banking, investment of funds, consumer and commercial lending, securities trading and financial planning, and other financial services, namely long-term and short-term investments, financial consulting and financial management, charitable and philanthropic services, namely providing general financial planning advice and consultations, donations, sponsorships, volunteer assistance and fundraising support to local, regional and national charitable and non-charitable organizations, providing information in all of the foregoing fields via a global computer network

Printed and electronic publications, namely, books, diaries, workbooks, manuals, guides, periodicals, booklets, brochures, pamphlets, newsletters, newspapers, magazines, planners, organizers, daybooks, blank books, journals, calendars, newspaper and magazine articles, all in the fields of accounting, bookkeeping, tax, business management, start-up and incorporation, financial investment, financial management, financial planning, estate planning, estate trust planning, real estate, mortgages, credit and loans, and insurance

Accounting; accounting advisory and consultation; bookkeeping; tax auditing; tax preparation and filing; providing business management start-up support for other businesses; business information services in the field of incorporation; operation of a studio, namely, a virtual and online studio, to provide education, training, consulting and coaching services, all in the fields of accounting, bookkeeping, tax, business management, start-up and incorporation, financial investment, financial management, financial planning, estate planning, estate trust planning, real estate, mortgages, credit and loans, and insurance

Providing financial planning and investment advisory information via a website; financial analysis and preparation of reports relating thereto;

Design and development of computer software; platform as a service (PAAS) featuring computer software platforms for use in the field of financial data analysis; platform as a service (PaaS) provider in the field of hedging strategies for financial asset management; software as a service (SaaS) provider in the field of hedging strategies for financial asset management; software as a service (SaaS) provider in the field of financial data analysis;

Downloadable software; platform software; financial management software; computer software for producing financial models; business management software; security software; business technology software; software development programs; software development tools; payment software; e-payment software; banking software; downloadable computer software for remote monitoring and analysis; data management software; computer software for accessing databases.

Financial services; financial advisory services; financial sponsorship services; financial brokerage services; financial consultancy services; financial analysis services; financial investment services; financial technology services; financial payment services; financial consultancy services relating to infrastructure investment; financial services relating to wealth management; securities management; securities trading services; securities investment services; financial advisory services relating to securities, derivatives and other financial products; comparison of performance of portfolios of securities; wealth management; wealth management services; investment services; investment advisory services; investment performance monitoring; investment brokerage; investment fund services; investment management services; investment by electronic means; investment custody; banking; arranging of mortgages; insurance; provision of finance for business ventures; payment processing services; payment transaction card services; payment administration services; payment card services; electronic payment services; contactless payment services; processing of payments for banks; debit card payment services; monitoring of financial portfolios; fund investment services; fund management services.

Business management planning; business planning; business strategic planning; business strategic planning services; providing tax information via an interactive website

Currency trading; financial analyses; financial analysis; financial analysis and preparation of reports relating thereto; financial analysis consultation services; financial asset management; financial consultation in the field of cryptocurrency; financial investment counselling; financial management; financial management via the internet; financial planning; financial planning and investment advisory services; financial services, namely provision of a cryptocurrency blockchain for digital currency exchange and trading services

Books

Accounting advisory services

Mobile application software for use in accessing and managing financial investments; Mobile application software for wealth management, financial planning, investment counseling and advisory services; Mobile application software for advisory services in the field of credit and debit control, investment, grants and financing of loans; Mobile application software for trading, securities clearing, underwriting, option trading, futures trading, currency trading, commodities trading; Mobile application software for money transfer, electronic transfer of funds, electronic payment services, money wiring services and money exchange services; Mobile application software automated investment management; Mobile application software for financial consultation in the field of cryptocurrency Mobile application software for financial asset management, namely maintaining possession and records of financial assets of others, investment and management of portfolios of transferable securities and investment funds; Mobile application software for financial lending and financing services, capital investment services, brokerage services, namely discount brokerage services, on-line brokerage services, day trading services, and online trading, online trading of securities, namely managing orders and monitoring account balances, securities market research services, namely constructing model portfolios of securities, account management services, namely automated fee processing, statement production, and investment management; Mobile application software for providing financial information in the field of securities and stock, equities, derivatives, futures, guaranteed investment certificate (GIC), foreign exchange (FX) spot trading, fixed income, mutual funds, and Exchange Traded Funds markets, delayed and real-time stock, equities, derivatives, guaranteed investment certificate (GIC), exempt market products, private placement, market quotes, and cryptocurrency exchange and trading, providing stock and securities market information, providing online access to trading software, securities clearing, underwriting, option trading, futures trading, currency trading, cryptocurrency trading, commodities trading, and financial advisory services, providing business news and commentary in the field of blockchain technology and cryptocurrency, and online financial research services, namely providing information on securities and markets, providing delayed and real time market quotes; Mobile application software for financial trust and estate services, namely trust company services, estate planning, estate management; Mobile application software for mortgage services and providing mortgage information; Mobile application software, for insurance services and providing insurance information; Mobile application software for management of tax registered plans; Mobile application software for securities brokerage account services and margin loan services; Mobile application software for tax and taxation planning, advice, information and consultancy services, tax preparation services, tax filing services, preparing income tax reports, tax auditing services and for payroll tax debiting and tax payment processing

Tax and taxation planning, advice, information and consultancy services; Tax preparation services; Tax filing services; Preparing income tax reports; Tax auditing services

Mobile application software for use in accessing and managing financial investments; Mobile application software for wealth management, financial planning, investment counseling and advisory services; Mobile application software for advisory services in the field of credit and debit control, investment, grants and financing of loans; Mobile application software for trading, securities clearing, underwriting, option trading, futures trading, currency trading, commodities trading; Mobile application software for money transfer, electronic transfer of funds, electronic payment services, money wiring services and money exchange services; Mobile application software automated investment management; Mobile application software for financial consultation in the field of cryptocurrency; Mobile application software for financial asset management, namely maintaining possession and records of financial assets of others, investment and management of portfolios of transferable securities and investment funds; Mobile application software for financial lending and financing services, capital investment services, brokerage services, namely discount brokerage services, on-line brokerage services, day trading services, and online trading, online trading of securities, namely managing orders and monitoring account balances, securities market research services, namely constructing model portfolios of securities, account management services, namely automated fee processing, statement production, and investment management; Mobile application software for providing financial information in the field of securities and stock, equities, derivatives, futures, guaranteed investment certificate (GIC), foreign exchange (FX) spot trading, fixed income, mutual funds, and Exchange Traded Funds markets, delayed and real-time stock, equities, derivatives, guaranteed investment certificate (GIC), exempt market products, private placement, market quotes, and cryptocurrency exchange and trading, providing stock and securities market information, providing online access to trading software, securities clearing, underwriting, option trading, futures trading, currency trading, cryptocurrency trading, commodities trading, and financial advisory services, providing business news and commentary in the field of blockchain technology and cryptocurrency, and online financial research services, namely providing information on securities and markets, providing delayed and real time market quotes; Mobile application software for financial trust and estate services, namely trust company services, estate planning, estate management; Mobile application software for mortgage services and providing mortgage information; Mobile application software, for insurance services and providing insurance information; Mobile application software for management of tax registered plans; Mobile application software for securities brokerage account services and margin loan services; Mobile application software for tax and taxation planning, advice, information and consultancy services, tax preparation services, tax filing services, preparing income tax reports, tax auditing services and for payroll tax debiting and tax payment processing

Tax and taxation planning, advice, information and consultancy services; Tax preparation services; Tax filing services; Preparing income tax reports; Tax auditing services