Advisory services relating to investments and pensions; asset and portfolio management services; consultancy in the field of private equity investment; creating, managing and administering investment funds; financial advisory services, namely financial planning and investment management services; financial investment advisory services; financial investment counselling and financial planning; financial planning and investment advisory services; financial planning and investment portfolio management; financial portfolio analysis services; financial portfolio management; financial services, namely investment counseling and advisory services; investment advisory and investment management services; investment counselling, financial planning and portfolio management; investment portfolio management; management of investment funds; managing financial investments for others; providing information in the field of financial investments; providing information in the field of financial planning and financial investments via a website; providing investment management services and customized investment portfolios to private clients; retirement investment planning and advisory services

Advisory services relating to investments and pensions; asset and portfolio management services; consultancy in the field of private equity investment; creating, managing and administering investment funds; financial advisory services, namely financial planning and investment management services; financial investment advisory services; financial investment counselling and financial planning; financial planning and investment advisory services; financial planning and investment portfolio management; financial portfolio analysis services; financial portfolio management; financial services, namely investment counseling and advisory services; investment advisory and investment management services; investment counselling, financial planning and portfolio management; investment portfolio management; management of investment funds; managing financial investments for others; providing information in the field of financial investments; providing information in the field of financial planning and financial investments via a website; providing investment management services and customized investment portfolios to private clients; retirement investment planning and advisory services

Application software for use in accessing and managing financial investments; computer programs and computer software for electronic trading of securities; computer software for producing financial models; computer software, namely cryptocurrency blockchain for peer-to-peer sharing of financial data; mobile application software for use in accessing and managing financial investments and financial services

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

Development of applied AI software applications which encompasses SaaS platforms that integrate AI technologies. Providing AI enabled SaaS platform for storing and sharing structured and unstructured wealth management information including asset class, business, trust, estate, philanthropy, and securely exchanging information with authorized users through API; authentication, issuance, validation and revocation of digital certificates;

Financial and investment services, namely, investment management, portfolio management, wealth management, namely, financial planning and investment portfolio management, asset management, mutual fund sales and management, exchange-traded fund sales and management, pooled fund sales and management, segregated fund sales and management, discretionary investment management, private client investment management, investment counselling, institutional investment management, mutual fund dealing, securities dealer services; transfer agency services for mutual funds and pooled funds; retirement investment planning and advisory services; providing stock market investment information and research in the field of financial planning and financial investments; financial planning services; investment advice and analysis; financial services, namely, the development, sale and management of alternative asset funds; financial investments in the fields of infrastructure, real estate, and private equity; investment of funds for others; fund investment consultation; financial advice and consultancy services, namely, financial analysis and research services; financial sponsorship of cultural events for others, namely, theatrical, film, music, and dance performances and festivals, art and museum exhibitions; financial sponsorship of film festivals for others; charitable organization services relating to fundraising, sponsorship relating to fundraising; financial sponsorship of educational programmes in the field of business; financial sponsorship of medical research

Educational services in the field of economics, financial planning and investment strategies; educational services namely, conducting classes, conferences and workshops in the field of investment planning, retirement planning, investment strategies and financial planning strategies; conducting seminars in the field of estate and retirement planning

Financial and investment services, namely, investment management, portfolio management, wealth management, namely, financial planning and investment portfolio management, asset management, mutual fund sales and management, exchange-traded fund sales and management, pooled fund sales and management, segregated fund sales and management, discretionary investment management, private client investment management, investment counselling, institutional investment management, mutual fund dealing, securities dealer services; transfer agency services for mutual funds and pooled funds; retirement investment planning and advisory services; providing stock market investment information and research in the field of financial planning and financial investments; financial planning services; investment advice and analysis; financial services, namely, the development, sale and management of alternative asset funds; financial investments in the fields of infrastructure, real estate, and private equity; investment of funds for others; fund investment consultation; financial advice and consultancy services, namely, financial analysis and research services; financial sponsorship of cultural events for others, namely, theatrical, film, music, and dance performances and festivals, art and museum exhibitions; financial sponsorship of film festivals for others; charitable organization services relating to fundraising, sponsorship relating to fundraising; financial sponsorship of educational programmes in the field of business; financial sponsorship of medical research

Educational services in the field of economics, financial planning and investment strategies; educational services namely, conducting classes, conferences and workshops in the field of investment planning, retirement planning, investment strategies and financial planning strategies; conducting seminars in the field of estate and retirement planning

Adult vitamins; children's vitamins; coenzyme q10 dietary supplements; collagen dietary supplements; dietary and nutritional supplements containing mushroom in powdered form for boosting immunity; dietary and nutritional supplements containing mushroom in powdered form for general health and well-being; dietary and nutritional supplements for general health and well being; dietary and nutritional supplements in the form of gummies for general health and well-being; dietary supplemental drinks containing adaptogens for general health and well-being; dietary supplements consisting of amino acids; dietary supplements consisting of minerals; dietary supplements consisting of vitamins; dietary supplements containing adaptogens for general health and well-being; dietary supplements for enhancing the immune system; dietary supplements for general health and well-being; dietary, nutritional and herbal supplements for general health and well-being; gummy vitamins; herbal nutritional supplements in the form of powders for general health and well-being; herbal supplements for general health and well-being; herbal supplements for the treatment of inflammatory diseases, namely inflammatory bowel diseases and inflammatory connective tissue diseases; mixed vitamin preparations; multi-vitamin preparations; nutritional dietary supplements for boosting immunity; nutritional supplements consisting of vitamins and minerals; supplements made with herbs, minerals and vitamins for encouraging sexual wellness; vitamin and mineral dietary supplements; vitamin and mineral supplements; vitamin supplements; vitamins; vitamins and vitamin preparations; vitamins for adults; vitamins for children; vitamins in liquid form; vitamins in liquid form, collagen peptides, collagen in liquid form

Publications relating to investments, asset management, equity and debt securities, futures and derivatives, corporate finance and financial research; publications relating to portfolio management, insurance brokerage and estate planning

Business research 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

Broker-dealer financial services in the field of securities, real estate, and REITs (real estate investment trusts).