Assessment and evaluation of taxes; business administration services; outsourcing of legal services; tax filing services; tax preparation

Estate planning; financial planning

Financial advisory services, namely financial planning and investment management services; investment advisory services; investment management; financial portfolio analysis services; investment consulting services, namely, advising family offices, high net worth individuals and other individuals and investors, and their professional advisors, in the field of capital investing; family office services, namely, financial planning and advisory services, strategic planning and financial modeling for trust and estate planning, investment consulting, tax planning and administration in the nature of financial modeling of tax strategies and the coordination of tax professionals, and financial philanthropic gift planning; providing financial information to consumers including account, transaction, and balance information from a wide variety of sources, namely, banks and other financial institutions, accounts, lawyers and other professional advisors, credit card and debit card issuers, consumer and mortgage lenders, personal bills and expense accounts, and other online financial transaction providers; providing information in the field of financial planning and financial investments via a website.

Providing temporary use of online non-downloadable software and applications for use in the field of personal finance, investments and accounting which allows the software user to link multiple accounts held at various financial institutions, to incorporate data from those various accounts, to display that information to the user in a consolidated view, and to provide an analysis of the consolidated financial data in the form of summary reports and dashboards; providing temporary use of online non-downloadable software and applications for use in accessing bank and deposit account, credit card account and other financial account information; providing temporary use of online non-downloadable software and applications for use in budgeting, managing money, and recording and tracking financial transactions; providing temporary use of online non-downloadable software and applications for use in financial planning and management, investments, and retirement planning and related applications which allows the software user to link multiple accounts held at various financial institutions, to incorporate data from those various accounts, to display that information to the user in a consolidated view, and to provide an analysis of the consolidated financial data in the form of summary reports and dashboards; providing temporary use of online non-downloadable software and applications for use in tax planning and tax-related applications; providing online, non-downloadable software for use in managing, organizing, and sharing financial and investment data on a global computer network; providing temporary use of non-downloadable computer software and applications for performing queries and transactions, and for storing, modifying, transmitting and receiving information and data in the fields of personal finance, accounting, banking, bill payment, financial planning, retirement planning, investments and tax planning, all via computer and communication networks; providing temporary use of online non-downloadable software and applications for use by family offices, high net worth individuals and other individuals and investors, and their professional advisors, including financial advisors, banks, lawyers, and accountants, in the management of investments, taxes, philanthropic activities, trusts, household finances, real property maintenance, housekeeping and repairs, and travel planning and coordination; providing temporary use of online non-downloadable software and applications for use to facilitate communication among family offices, high net worth individuals and other individuals and investors, and their professional advisors, including financial advisors, banks, lawyers, and accountants; providing temporary use of online non-downloadable software and applications for use by family offices, families, households and individuals, and their professional advisors and support personnel, in the management of information and communications related to staffing, health and medical matters, pets, social connections, calendaring, recordkeeping and memorabilia.

Accounting; business administration consulting services; business administration services; business consulting in the field of business acquisitions and mergers; business management analysis; business management and organization consultancy; business planning; human resources consulting services; income tax consulting services; negotiation of business contracts for others; tax advisory services; tax preparation services

Estate planning; financial analysis; financial analysis consultation services; financial forecasting; financial investment counselling; financial management; financial management of retirement accounts; financial planning; financial planning for retirement; insurance services; preparing financial reports; property management consulting services

Financial services namely wealth management services; investment advisory services; investment portfolio management services; financial planning services; investment fund services; securities brokerage in the areas of stock brokerage, bond brokerage, bullion brokerage, investment fund brokerage, money market brokerage and margin brokerage account services; estate and succession planning; financial advisory services; financial investment analysis services; financial management services; trading securities in the areas of futures, options, foreign exchange, currency, commodities, foreign currency bonds, bonds, investment funds, derivatives and public debentures as principal or agent; information services, namely, compilation and publication of financial data and statistical information in the areas of financial forecasting and statistical analysis of financial data; investment services, namely, securities investment, capital investment consultation, funds investment and financial planning; investment management services; mutual funds services, namely, mutual fund investment services; public and private corporate financing services, namely, investment in new assets, increase of working research services namely providing financial and investment research; tax planning services; and capital, mergers and acquisitions, issuing and selling of securities and merger and acquisition ('M&A') advisory services, all excluding bridge, term and venture debt lending as principal to commercial borrowers

Educational workshops and seminars in the field of wealth management

Computer software and mobile applications for electronically trading securities and managing financial portfolios; Computer software and mobile applications for online, internet and mobile banking; computer software and mobile applications for financial management and financial planning; electronic publications in the nature of magazines, newsletters and brochures all in the fields of banking, financial advisory, investment management, mutual fund and securities brokerage services

Banking, online banking and mobile banking services; investment and financial asset management services; financial planning and investment advisory services; mutual fund and mutual fund brokerage services; securities brokerage services

Accounting consultation; advisory and consultancy services in the field of export, export services, export promotion information and services; foreign trade information and consultation; human resources consulting services; income tax consulting services; tax and taxation planning, advice, information and consultancy services

Consultancy of capital investment; financial analysis consultation services; insurance consultancy; providing insurance information and consultancy; real estate consultancy

Investment services, namely, financial investments in the field of investment funds and securities and asset management services; fund investment management services; investment advisory services, investment consultancy services; advisory services relating to financial asset management; financial advice relating to tax planning; financial management advisory services; financial analysis consultation services; financial asset protection consulting services; financial consultancy in the field of risk management; financial investment advisory services in the field of asset allocation; investment fund services; financial planning; financial planning services for retirement and estate planning; financial consultation in the nature of estate trust management; financial advice in the field of making charitable donations; insurance agency services and insurance services

Family office planning and advisory services, namely, legal advice

Tax and taxation planning, advice, information and consultancy services

Financial planning; financial asset management; investment management; estate planning; insurance consultancy; life events planning

Financial investment analysis and stock research; financial investment counselling; financial investments in the field of mutual funds; financial management of retirement accounts; financial management via the internet; financial planning; financial planning and investment advisory services; financial planning for retirement

Educational services in the field of financial planning

Gaming machines, namely, devices which accept a wager; Reconfigurable casino and lottery gaming equipment, namely, gaming machines