BANKING SERVICES

Financial advice and consultancy services; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial consultancy and insurance consultancy; Financial planning and investment advisory services; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio analysis services; Financial research ...

Educational services in the nature of providing in-person and online classes, seminars and coaching in the field of real estate investment

Arranging and conducting business seminars in the field of financial literacy; Arranging and conducting educational courses for students in the field of business finances; Arranging and conducting of classes in the field of financial health; Arranging and conducting of seminars and workshops in the field of financial success and personal development; Arranging and conducting of training workshops in the field of wealth building; Arranging and conducting of workshops and seminars in personal a...

Income tax consultation and preparation

Personal and professional financial education via online curriculum modules and live telephone consultation and training

Training material, manual workbook, book, audio library, financial education, financial consultation, webinars, website, stationary, business cards, labels, software, apparel

Financial planning and investment advisory services

Providing on-line non-downloadable software for use in the field of financial services, namely, providing access to investment and financial data, account information, historical reports, financial and investment news; providing on-line non-downloadable communications software for connecting global computer networks between investors, financial institutions and financial advisors

Video recording of personal genealogical documentaries

Educational services, namely providing, courses, online courses, online coaching, masterclasses, and coaching on use of professional deal analysis tools in the fields of building wealth and partnering with others to build wealth, and distribution of training materials in connection therewith

Downloadable software for providing research and educational information in the field of finance, securities trading, digital asset trading, and investments, the foregoing for use with mobile and web enabled devices

Financial Services

Financial planning; Financial portfolio management

Footwear; Headwear; Bottoms as clothing; Tops as clothing

Financial consultancy, namely, financial consultancy for business employees; Conducting one-on-one financial planning services

Bottoms as clothing for men, women, children; Headwear for men, women, children; Jackets for men, women, children; Pants for men, women, children; Shirts for men, women, children; Shoes for men, women, children; Tops as clothing for men, women, children

Computer programs for insurance planning

Investment management; Financial portfolio management; Investment brokerage; Consulting services in the field of retirement plan administration; Financial administration of retirement plans; Financial planning for retirement; Estate planning; Financial planning; Insurance information and consultancy; Financial risk management

Financial advisory and consultancy services, namely, creating personalized strategies for wealth acceleration and management, tax savings, and financial independence in retirement

MAGAZINES FEATURING ARTICLES ON FINANCE, FINANCIAL MANAGEMENT, INVESTMENTS, PROPERTY, CULTURE, POLITICS, PHILANTHROPY, SOCIAL ISSUES, FAMILY ISSUES, EDUCATION, TRAVEL, FASHION, BEAUTY, ART, JEWELRY, FOOD, BEVERAGES, WINE, SPIRITS, CARS, PLANES, YACHTS AND VEHICLES FOR GENERAL CIRCULATION

Educational services, namely, conducting mentoring, tutoring, classes, seminars, conferences, and workshops in the field of photography marketing, sales and pricing related thereto, and distribution of course and educational materials in connection therewith

Real estate consultancy; Real estate investment services

Financial services, namely, investment advisory services, financial planning, wealth management, portfolio management

Dietary and nutritional supplements for humans

health and nutrition counseling services in the nature of conducting worksite programs on nutrition, fitness, weight control, stress management and smoking cessation; health and fitness testing; providing information on health and fitness

Professional coaching services in the field of personal development; Providing a website featuring blogs and non-downloadable publications in the nature of online posts in the fields of wellness and personal development; Providing on-line training workshops in the field of personal development

securities brokerage services

Precious metals and their alloys, namely, gold and silver

Financial planning; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; On-line financial planning services

Computer services, namely, providing a computer database in the field of prospective donors for major gift campaigns

COMPUTER PROGRAMS AND PROGRAM MANUALS ALL SOLD AS A UNIT FOR USE IN THE FINANCIAL AND INSURANCE FIELDS TO CAPTURE, MANAGE, PROCESS, STORE AND DISTRIBUTE INFORMATION, TO ALLOW ELECTRONIC INTERACTION, AND TO AUTOMATE COMMUNICATION,

Financial planning; Insurance brokerage; Insurance information and consultancy; Investment advice in the fields of municipal, corporate, and government bonds, mutual funds, securities, retirement, 401(k)s and other qualified plans, private and public equity; Investment consultation in the fields of municipal, corporate, and government bonds, mutual funds, securities, retirement, 401(k)s and other qualified plans, private and public equity; Investment management in the fields of municipal, cor...

Financial management in the field of investment portfolios; Financial planning; Insurance brokerage; Insurance information and consultancy; Investment advice in the fields of municipal, corporate, and government bonds, mutual funds, securities, retirement, 401(k)s and other qualified plans, private and public equity; Investment consultation in the fields of municipal, corporate, and government bonds, mutual funds, securities, retirement, 401(k)s and other qualified plans, private and public e...

Audio and video recordings featuring advice and information in the field of money, wealth, finances, relationships, small business performance, self-growth, health, personal performance, entrepreneurship and personal and business success and results; Digital media, namely, podcasts, audio files, video recordings, multimedia files featuring advice and information in the field of money, wealth, finances, relationships, small business performance, self-growth, health, personal performance, entre...

Educational services, namely, providing seminars, trainings, individual mentoring and coaching all rendered at group retreats, in the fields of personal success dynamics and organizational dynamics, and distributing course materials in connection therewith

electronic publications, namely, downloadable newsletters in the field of banking, financial and investment matters; computer financial software for mobile computing devices and computers for the purposes of accessing financial information and downloadable electronic newsletters and reports in the field of banking, financial, and investment management services; computer software for financial planning and investment management

Magazines featuring banking, financial and investment information

PUBLICATIONS IN THE NATURE OF NEWSLETTERS IN THE FIELD OF ACCOUNTING DIRECTED TO CERTIFIED PUBLIC ACCOUNTANTS

T-shirts; T-shirts for adults, children; Athletic apparel, namely, shirts, pants, jackets, footwear, hats and caps, athletic uniforms; Graphic T-shirts; Short-sleeved or long-sleeved t-shirts

Audio books in the field of personal and business development; downloadable electronic books in the field of personal and business development

Educational services, namely, providing seminars, classes, conferences, and personal coaching in the fields of personal growth, product marketing, and the psychology of wealth building

Precious metals, namely, commemorative gold and silver coins

Investment advice services; insurance services, namely, insurance administration, brokerage and consultation services for critical illness insurance, long term care insurance, providing funding for access to non-Canadian medical facilities, life insurance, mortgage insurance, long term disability insurance, and retirement compensation insurance; estate planning services; financial services, namely, financial planning. advice, and consultancy; financial management services

Financial services, namely estate planning emphasizing asset protection

EDUCATIONAL COMPUTER PROGRAMS RECORDED ON DISKETTES AND THEIR RELATED INSTRUCTION MANUALS SOLD AS A UNIT

Insurance brokerage; Insurance consultation; Insurance consulting in the field of life insurance

financial analysis and consultation

Business education and training services, namely, developing customized leadership and executive development programs, providing executive coaching services, and providing business education programs to employees and executives; Educational services, namely, providing classes, seminars, or workshops in the fields of wealth and life skills

Insurance consulting in the field of life insurance