Providing online information and advisory services in the field of financial and investment planning, including but not limited to, financial advice, investment advice, investment management, investment in securities and mutual funds, retirement and estate planning, income tax planning and filing, insurance (life, disability, critical illness, health benefits), budgeting and cash flow planning, bookkeeping, small business consulting, cash flow and investment analysis, and personal and company pension plans.

CONSULTING WITH PROFESSIONALS, INDIVIDUALS AND BUSINESSES IN MARKETING IN: - BUSINESS ORGANIZATION AND BUSINESS DEVELOPMENT MATTERS, - PERSONAL ORGANIZATION AND PERSONAL DEVELOPMENT MATTERS.

Accident insurance brokerage; accident insurance services; disability insurance services; estate planning; financial administration of retirement plans; financial analysis; financial analysis consultation services; financial asset management; financial evaluation for insurance purposes; financial investment brokerage; financial investment counselling; financial investments in the field of mutual funds; financial planning; financial planning for retirement; financial risk assessment services; financial securities brokerage services; financial valuations; fund investments; funds investment; insurance agencies; insurance brokerage; insurance services; investment of funds; life insurance brokerage; mutual fund advisory services; mutual fund brokerage; mutual fund brokerage services; mutual fund services; mutual funds; providing insurance information; providing insurance information and consultancy; risk management services; securities brokerage

Provision of an on-line marketplace for buyers and sellers of services relating to wealth management and for people to connect with financial, legal, and tax advisors; provision of an on-line marketplace for buyers and sellers of services that offers users the opportunity to choose among different financial, legal, and tax advisors via a website

Providing information in the field of financial planning and financial investment counselling, via a website; providing information and advice in the field of personal finance, financial investments, financial valuations, and the financial aspects of retirement; financial services, namely, wealth management services; financial management via the internet

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.