Funds investment counsel services; investment portfolio management services; wealth management services, namely financial planning services, tax planning services, estate planning services, retirement planning services

Financial services, namely deposit taking services, namely term deposits, savings accounts, chequing accounts, GICs, money market funds and foreign currency deposits; credit services, namely term loans, revolving operating lines of credit, structured finance, namely, credit services for corporations with complex financing needs, syndicated loans, bilateral lending, club deals, namely, leveraged buyouts of companies by private equity firms, project financing and letters of credit; cash management services, namely account reconciliation, cash concentration, namely, transferring of funds from diverse accounts into a central account, cheque image retrieval, transfers between differing financial institution accounts, electronic funds transfer, foreign exchange, money wiring services, government remittances, lockbox services, namely, cash management services for receipting customer payments, notional pooling, integrated payment network for providing access to and maintaining and servicing a payment network for facilitating electronic payment by others to others for goods and services, sweeps and fixed date deposit investment, namely, cash management services for automatically transferring cash funds into high interest-earning investment options at the close of each business day; derivatives services, namely, providing electronic trading of derivative contracts in the fields of commodity, interest rate, equity, credit and currency forwards, swaps and options, including the exchange of a fixed (or variable) rate, index, or price for a variable or fixed rate, index or price via an electronic trading platform; Internet services, namely online financial services, namely deposit taking services, namely term deposits and savings accounts, chequing accounts, GICs, money market funds and foreign currency deposits, credit services, namely term loans, revolving operating lines of credit, structured finance, syndicated loans, bilateral lending, club deals, project financing and letters of credit, cash management services, namely account reconciliation, cash concentration, cheque image retrieval, transfers between differing financial institution accounts, electronic funds transfer, foreign exchange, wires, government remittances, lockbox, notional pooling, payment network, sweeps and fixed date deposit investment, derivatives services, namely commodity, interest rate, equity, credit and currency forwards, swaps and options, including the exchange of a fixed (or variable) rate, index, or price for a variable or fixed rate, index or price; Financial services, namely financial planning, investment advice, the issuance, distribution and sale of guaranteed investment certificates, mutual fund services, namely mutual fund investment, mutual fund distribution and mutual fund brokerage; custody services, individual securities brokerage and investment management services; Financial services, namely, credit card services for the issuance of credit cards; Investment management services, investment counselling, investment advice, namely income and asset protection through licensed advisors, tax advisory services; wealth management services, namely estate and trust services, namely trust set up, management, settlement and administration, providing strategies and advice regarding retirement, wills and estate and trust services, custodial services, business and farm succession planning services

Financial services, namely, payroll processing services; Consulting and advisory services related to payroll processing services

Banking services, including digital bank services; credit union services; financial services, namely, commercial real estate financing, processing of debit card payments, processing of credit card payments; financial services, including for small businesses, agricultural business, automobile financing and leasing services, deposit brokers, mortgage brokers and municipalities, universities, schools and hospitals, namely savings accounts, USD savings accounts and chequing accounts; provision of loans, including digital lending services, including personal loans, RRSP loans, automobile loans, conditional sales, consolidation loans, student loans, payday advance loans and lines of credit; provision of mortgages, including first mortgages, second mortgages, cashback mortgages, refinancing and renewals; wealth management and trust and estate planning services, including sale of mutual funds and registered retirement savings plans, management of trust funds, investment counseling, financial planning, estate planning, financial investment advice, estate advice, trust advice, retirement planning; investment services, including digital investment services, namely Guaranteed Investment Certificates (GICs), Registered Retirement Savings Plans (RRSPs), Registered Retirement Income Funds (RRIFs), Life Income Funds (LIFs), Registered Education Income Funds (REIFs), Tax Free Savings Accounts (TFSAs), Canada and Ontario savings bonds and Registered Disability Savings Plans (RDSPs); insurance services, namely, the sale of loan and mortgage insurance; commercial services, namely merchant banking, arranging of lines of credit and operating lines, arranging term loans, arranging commercial loans and mortgages; currency services, namely foreign exchange; credit card services; debit card services; bill payment services; ATM banking and credit union services; automated telephone banking; electronic pre-authorized banking services; e-transfer banking services; live telephone banking; mobile banking, mobile banking services accessible by means of a downloadable mobile application; online banking services; banking and credit union services provided via call centre and retail locations; consulting and advisory services related to banking services, including digital banking services, credit union services, financial services, namely, commercial real estate financing, processing of debit card payments, processing of credit card payments, financial services, including for small businesses, agricultural business, automobile financing and leasing services, deposit brokers, mortgage brokers and municipalities, universities, schools and hospitals, namely savings accounts, USD savings accounts and chequing accounts, provision of loans, including digital lending services, including personal loans, RRSP loans, automobile loans, conditional sales, consolidation loans, student loans, payday advance loans and lines of credit, provision of mortgages, including first mortgages, second mortgages, cashback mortgages, refinancing and renewals, wealth management and trust and estate planning services, including sale of mutual funds and registered retirement savings plans, management of trust funds, investment counseling, financial planning, estate planning, financial investment advice, estate advice, trust advice, retirement planning, investment services, including digital investment services, namely Guaranteed Investment Certificates (GICs), Registered Retirement Savings Plans (RRSPs), Registered Retirement Income Funds (RRIFs), Life Income Funds (LIFs), Registered Education Income Funds (REIFs), Tax Free Savings Accounts (TFSAs), Canada and Ontario savings bonds and Registered Disability Savings Plans (RDSPs), insurance services, namely, the sale of loan and mortgage insurance, commercial services, namely merchant banking, arranging of lines of credit and operating lines, arranging term loans, arranging commercial loans and mortgages, currency services, namely foreign exchange, credit card services, debit card services, bill payment services, ATM banking and credit union services, automated telephone banking, electronic pre-authorized banking services, e-transfer banking services, live telephone banking, mobile banking, mobile banking services accessible by means of a downloadable mobile application, online banking services, banking and credit union services provided via call centre and retail locations

Financial trust and estate services, namely trust company services, estate planning, estate management; Wealth management, investment and management of portfolios of transferable securities, investment counseling and advisory services; Financial planning and management of tax registered plans; Financial planning and investment advisory services; Financial asset management, namely maintaining possession and records of financial assets of others, debt and insurance settlement, securities lending, securities administration, financial reporting, fixed income research; insurance services; investment advice and management; automated investment management; 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, foreign exchange (FX) spot trading, fixed income, mutual funds and Exchange Traded Funds market quotes, insurance claims provided by electronic means; providing stock market information; providing stock and securities market information; management and portfolio advice for investment funds; account management services, namely automated fee processing, statement production, and investment management; securities market research services, namely constructing model portfolios of securities; trading of securities.

Investment counselling services; portfolio management services; asset management services

Financial trust and estate services, namely trust company services, estate planning, estate management; Wealth management, investment and management of portfolios of transferable securities, investment counseling and advisory services; Financial planning and management of tax registered plans; Financial planning and investment advisory services; Financial asset management, namely maintaining possession and records of financial assets of others, debt and insurance settlement, securities lending, securities administration, financial reporting, fixed income research; insurance services; investment advice and management; automated investment management; 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, foreign exchange (FX) spot trading, fixed income, mutual funds and Exchange Traded Funds market quotes, insurance claims provided by electronic means; providing stock market information; providing stock and securities market information; management and portfolio advice for investment funds; account management services, namely automated fee processing, statement production, and investment management.

Financial investment analysis and stock research; financial investment brokerage; financial investment counselling; financial investments in the field of mutual funds; financial investments in the field of securities;financial placement of private equity funds for others; private financial placement of hedge funds for others; private financial placement of securities and derivatives for others; financial planning and investment advisory services; financial planning for retirement; financial risk assessment services; financial securities brokerage services; financial management; financial asset management; financial evaluation for insurance purposes; financial forecasting; insurance services; life insurance brokerage; life insurance underwriting services; providing insurance information and consultancy; insurance agencies

Educational publications, namely, training videos and digital training manuals and presentations for information sessions and educational workshops in the field of real estate investing

Hardcopy training manuals

Financial services, namely, financial planning, financial life planning, estate planning, succession planning, retirement planning, insurance planning, tax planning, risk assessment planning and employee benefit plans; investment services, namely, equities and fixed income investments, namely, stocks, bonds, exchange-traded funds and investment funds; investment portfolio management;

Business management consultancy, advisory services for business management, business strategic planning services, consulting in the field of organizational analysis and management, tax planning services; financial account services namely administration of investment accounts and administration of accounts for registered retirement savings plans, registered retirement income funds, locked-in retirement accounts and registered education savings plans; estate trust administration services; providing marketing to third parties in the field of financial investments, financial wealth management, investment dealer services and correspondent investment services.

Financial services, namely, financial planning and investment advisory services, financial investment counselling, wealth management services, financial investment and wealth management consulting services, securities investment services, investment management, investment dealer services namely buying and selling securities, term deposits, segregated funds and other investments on behalf of others, fund investment, mutual fund services, management of mutual funds, mutual fund dealer services, management and distribution of investment funds, management of portfolios comprising securities, securities and investment brokerage services, financial planning and investment analysis and consultation, capital investment consultation, assessment and evaluation of securities portfolios and financial investments, providing information about financial investing in securities, financial management, financial asset management, online securities trading services, online brokerage services namely trading securities on behalf of investors trading online, correspondent investment services namely providing financial asset management services as agents for portfolio managers and wealth management firms, brokerage services for capital investments, capital investment services, mutual funds and capital investment, underwriting of the sale of securities to the public, investment advisory services and private placements in the fields of mergers and acquisitions, divestitures, restructurings and stock exchange listings, loan services namely securities lending, using investment accounts as collateral for loans and investment accounts using margin, mortgage services, credit line services, electronic transfers of funds on behalf of others, bill payment services; estate planning services; insurance services, namely, insurance consulting services; financial investment analysis and stock research; providing information with respect to financial investments and financial wealth management; providing institutional sales and sales support services to third parties in the field of financial investments, financial wealth management, investment dealer services and correspondent investment services.