Administration of investment savings plans; advice on finance during retirement; advisory services in the field of estate and trust management services; advisory services relating to financial asset management; advisory services relating to financial planning; advisory services relating to insurance and reinsurance; advisory services relating to investments and pensions; advisory services relating to pensions; advisory services relating to tax planning; asset and portfolio management services; asset management services; bill payment services; bill payment services provided through a web site; bill payment services provided through a website; bond trading; debt investment services; debt management consultation; electronic banking services; electronic banking via a global computer network; electronic bill payment; electronic bill payments for others via the internet; electronic financial trading services; electronic foreign exchange payment processing; electronic funds transfer; electronic funds transfer by telecommunications; electronic funds transfer services; electronic transfer of foreign currency; electronic transfer of funds; electronic transfer of money; equipment financing services; equity capital investment; equity investment in companies; equity investment in international companies; equity research; equity trading; estate and trust management services; estate planning; estate planning advisory services; estate planning services; estate trust management; estate trust management services; estate trust planning; exchange brokerage services; exchange-traded fund management; factoring agency services; fiduciary representative services; fiduciary services for corporate and individuals; financial administration of education savings plans; financial administration of employee pension plans; financial administration of first home savings accounts (FHSAs); financial administration of fund investment; financial administration of guaranteed investment certificates; financial administration of health reimbursement arrangements; financial administration of home buyers' plans; financial administration of insurance; financial administration of investment funds; financial administration of life income funds and life income retirement funds; financial administration of registered education savings plan services; financial administration of registered retirement savings plan services; financial administration of retirement fund services; financial administration of retirement income funds; financial administration of retirement plans; financial administration of retirement savings plans; financial administration of savings bonds; financial administration of scholarship programs; financial administration of stock option and pension valuation services; financial administration of stocks; financial administration of tax-free savings account; financial advice in the field of franchising; financial advice relating to income tax; financial advice relating to pension planning; financial advice relating to tax; financial advice relating to tax planning; financial advisory services relating to financial goal planning; financial advisory services relating to insurance contracts; financial advisory services relating to joint ventures; financial affairs management and private equity fund investment services; financial analyses; financial analysis; financial analysis and preparation of reports relating thereto; financial analysis and research services; financial analysis consultation services; financial analysis services; financial and estate planning services; financial asset management; financial asset management of equity sharing and equity financing agreements and instruments; financial asset management of individual security options; financial asset management of pooled security options; financial database services in the field of commodities; financial database services in the field of foreign exchange; financial database services in the field of stocks; financial evaluation for insurance purposes; financial exchange of data between financial institutions and their customers; financial information in the field of cryptocurrency; financial information management in the field of insurance and reinsurance; financial investment advisory; financial investment advisory services; financial investment analysis and research; financial investment analysis and stock research; financial investment brokerage; financial investment counselling; financial investment counselling and financial planning; financial investment in the field of securities; financial investment services in the fields of mutual funds; financial investment services in the fields of securities; financial investments in the field of commodities; financial investments in the field of exchange-traded funds; financial investments in the field of gold; financial investments in the field of mutual funds; financial investments in the field of securities; financial management; financial management advisory services; financial management and brokerage services in the field of bonds; financial management and brokerage services in the field of commodities; financial management and brokerage services in the field of futures and other securities; financial management and brokerage services in the field of options; financial management and brokerage services in the field of stocks; financial management and brokerage services in the field of the investment of funds of others; financial management of retirement accounts; financial management services; financial modelling services; financial planning; financial planning and financial management services; financial planning and investment advisory services; financial planning and investment portfolio management; financial planning for retirement; financial planning services; financial planning services for retirement; financial portfolio analysis services; financial portfolio management; financial reporting management; financial research in the field of risk management; financial research services; financial restructuring services; financial retirement plan consultancy services; financial risk assessment services; financial risk management; financial risk management consultation; financial risk management services; financial securities brokerage services; financial securities custody services; financial securities exchange services; fund investment consultation; fund investments; fund management services; insurance assessment services related to personal property claims; insurance brokerage; insurance brokerage services; insurance consultancy; insurance consultancy and advisory services; insurance consultation; insurance for third party liability; insurance information and consultancy; insurance information services; insurance risk management; insurance services; investment advice; investment advisory and investment management services; investment advisory and management services; investment advisory services; investment analysis; investment and acquisition advisory services in the area of real estate and multihousing real estate; investment and management of funds; investment consulting services; investment fund brokerage; investment fund distribution and administration; investment fund management; investment fund transfer and transaction services; investment in intangible assets; investment management; investment management services; investment of funds; investment of funds for others; investment of funds for others in the fields of e-commerce brands and stores; investment portfolio management; investment risk assessment services; life insurance services; management of closed end funds; management of investment funds; management of investment funds raised to buy securities options; management of listed securities; management of portfolios comprising securities; management of portfolios of transferable securities; management of private equity funds; managing financial investments for others; mortgage planning; mutual fund advisory services; mutual fund analysis services; mutual fund brokerage; mutual fund brokerage services; mutual fund dealer services; mutual fund development services; mutual fund distribution; mutual fund investment services; mutual fund management; mutual fund management and administration; mutual fund planning services; mutual fund services; mutual funds; mutual funds and capital investment; operating and distributing investment funds and mutual funds for third parties; options trading services; pension fund management; private banking; processing of bank transfer transactions; providing advice in the field of property and casualty insurance; providing advice on capital investments; providing advice relating to real estate investment; providing advice relating to the arranging of mortgages; providing advice to better understand various insurance products; providing bank account information by telephone; providing consulting to investors in the field of financial investment services; providing financial information in the field of cryptocurrency; providing financial information in the field of equity sharing and equity financing agreements; providing financial information in the field of payment validation services for dynamic peer-to-peer payments channels; providing financial information in the field of philanthropy; providing financial information in the field of securities option contracts; providing financial information in the field of the purchase of new homes; providing financial information management consultancy and advisory services in the field of insurance and reinsurance; providing financial information on loans; providing financial information regarding rating changes that affect financial portfolios via e-mail notification alerts; providing financial information relating to exchange rates; providing financial investment information in the field of blockchain infrastructure and development; providing financial investments for others in the field of equity sharing and equity financing agreements; providing financial investments for others in the field of life estate agreements; providing financial investments for others in the field of securities options contracts; providing financial management information via a secure information computer network; providing information about life insurance; providing information in insurance matters; providing information in the field of credit unions via a website; providing information in the field of financial investments; providing information in the field of financial literacy; providing information in the field of financial planning and financial investments via a website; providing information in the field of financial trading; providing information in the field of financial wellness and financial insights; providing information in the field of insurance products and services via a website; providing information in the field of insurance via a website; providing information in the field of life insurance via an interactive website; providing information on options markets via a web site; providing information relating to brokerage of foreign market securities futures; providing information relating to brokerage of securities index futures; providing information relating to brokerage of securities options; providing information relating to commodity trading; providing information relating to domestic and foreign market securities futures; providing information relating to foreign exchange transactions; providing information relating to securities brokerage; providing information relating to securities trading; providing information relating to securities underwriting; providing information relating to the trading of commodity futures; providing information relating to the trading of securities index futures; providing information relating to the trading of securities options; providing information relating to trusteeship of financial futures contracts; providing information via the internet on insurance and insurance services; providing insurance for financial transactions for purchases; providing insurance information; providing insurance information and consultancy; providing investment account information by telephone; providing investment advice for acquiring majority voting shares in private companies; providing investment capital and strategic advice; providing investment for the purpose of obtaining a majority control ownership position in private companies; providing investment management services and customized investment portfolios to private clients; providing on-line investment account information; providing securities market information; providing stock market information; providing stock market investment information and research in the field of financial planning and financial investments; providing stock securities market information; provision of advice on insurance and reinsurance products; provision of financial investment advisory services on-line from a computer database and the internet; provision of property and casualty insurance; provision of registered education savings plan; provision of stock market information; quotation of stock market prices; reconciling of financial transactions; registered retirement savings plans; retail financing services; retirement investment planning and advisory services; savings account services; savings and loan services; secured lending services; securities arbitrage; securities brokerage; securities brokerage services; securities dealer services; securities deposit services; securities exchange price quotations; securities investment services; securities lending; securities portfolio management; securities trade execution services; securities trading; securities trading services; segregated fund management; services of a stockbroker; services of operating a foundation for the purpose of raising and disseminating funds to promote access to quality healthcare for children; share and bonds brokerage services; share price information; share registration services; share trading; stock and bond underwriting services; stock brokerage services; stock broking services; stock exchange information; stock exchange information services; stock exchange quotation and listing services; stock exchange quotation services; stock exchange quotations; stock exchange services; stock investment management; stock market advisory services; stock option valuation services; stock price quotations services; stock trading; stocks and bonds brokerage; stocks and bonds brokerage services; trading of equity derivatives; trading of financial instruments; trading of financial instruments for others in the field of equity sharing and equity financing agreements; trading of financial instruments for others in the field of life estate agreements; trading of financial instruments for others in the field of securities options contracts; trading of foreign exchange currencies; trading of interest rate derivatives; trading of interest rate futures; trading of overseas market securities futures; trading of securities index futures; trading of securities options; trading of swaps and options; transfer agency services for mutual funds; transfer agency services for pooled funds; transfer agency services rendered to issuers of investment securities; transmission of funds by electronic means for others; trust company services; trust management accounts; trust services for the purchase and retention of securities to be held as assets of the trust; trustee services; virtual currency exchange transaction services for transferable electronic cash equivalent units having a specified cash value; virtual currency trading brokerage; virtual currency trading services; virtual currency transfer services; wealth management; wealth management services; wire transfer services

Conducting market analyses; preparation of business plans, namely documents which present a profile of a corporation or business including its history, the people involved in the business, the product or service provided by the business, the market potential of the business and the passed performance and projected future performance of the business; preparation of feasibility studies; preparation of financial and loan packages, namely plans prepared to identify the costs and profit potential of ventures; conducting business market audits.

Project management.

Conducting market analyses; preparation of business plans, namely documents which present a profile of a corporation or business including its history, the people involved in the business, the product or service provided by the business, the market potential of the business and the passed performance and projected future performance of the business; preparation of feasibility studies; preparation of financial and loan packages, namely plans prepared to identify the costs and profit potential of ventures; conducting business market audits.

Project management.