| Goods and Services | Financial administration of employee pension plans; Financial administration of tax free savings accounts; Banking services; online banking services; telephone banking services; home banking services; Internet banking services; ATM banking; merchant banking; Debit card services, namely, debit card transaction processing services; Savings account services; Checking account services; Maintaining escrow accounts for guaranteed investments; providing information in the field of banking services online and via a mobile application; savings and loan services; cash management services; arranging and provision of credit, loans, currency exchange and travelers cheques; money order services; cash and foreign exchange transactions; providing financial information in the field of the providing of credit and loans, currency exchange, travelers cheques, money orders, and cash and foreign exchange transactions online and via a mobile application; providing stock securities market information; trading of overseas market securities futures; quotation of stock market prices; securities lending; providing financial information in the fields of stock securities market information, trading of overseas market securities futures, quotation of stock market prices, and securities lending online and via a mobile application; investment banking; investment and portfolio management services; investment counselling; investment advisory services; financial investment analysis and stock research; real estate investment advice; providing information in the fields of investment banking, investment and portfolio management, investment counselling, financial investment analysis and stock research, and real estate investment online and via a mobile application; mutual fund investment; providing financial information in the fields of mutual funds, and fund investments online and via a mobile application; electronic funds transfer for others; providing information in the field of electronic funds transfers for others online and via a mobile application; Banking services featuring the provision of guaranteed income certificates in the nature of certificates of deposit; financial management of employee pension plans; financial management of retirement accounts; financial planning in the field of tax registered plans; Financial management in the field of savings portfolios; Providing financial information in the fields of guaranteed income certificates, employee pension plans, retirement accounts, financial planning concerning tax registered plans, and retirement savings portfolios online and via a mobile application; financial planning; providing financial information in the field of financial planning online and via a mobile application; estate planning; providing financial information in the field of estate planning online and via a mobile application; financial asset management; financial risk management; providing financial information in the fields of financial asset management and financial risk management online and via a mobile application; equity capital investment; private equity fund investment services; futures trading, options trading, stock trading, and commodity trading financial services; Management of segregated equity funds; providing financial information in the fields of equity capital investment, private equity fund investment services, futures trading, options trading, stock trading, and commodity trading online and via a mobile application; real estate brokerage; securities brokerage services; accident insurance brokerage; brokerage of securities trading in overseas securities markets and of transactions on commission of overseas market securities futures; brokerage for securities liquidation; brokerage of carbon credits; brokerage of shares; brokerage services for capital investments; brokerage services for stocks and bonds; financial customs brokerage services; financial investment brokerage; insurance brokerage; mortgage brokerage; providing financial information in the fields of real estate brokerage, securities brokerage services, accident insurance brokerage, brokerage of securities trading in overseas securities markets, transactions on commission of overseas market securities futures, brokerage for securities liquidation, brokerage of carbon credits, brokerage of shares, brokerage services for capital investments, brokerage services for stocks and bonds, financial customs brokerage services, financial investment brokerage, insurance brokerage, and mortgage brokerage online and via a mobile application; Financing of mortgages; arranging of loans; financing of loans; credit and loan services; providing student loans; providing financial information in the fields of mortgage services, arranging of loans, financing of loans, credit and loan services, student loans online and via a mobile application; Insurance services, namely, insurance brokerage services, insurance carrier services, and insurance actuarial services; Re-insurance underwriting services in the field of property and casualty; assessing insurance claims; insurance claims processing; financial evaluation for insurance purposes; Issuance of life insurance, health insurance, fire insurance, travel insurance, car insurance, long term care insurance, creditor insurance, and business insurance; Insurance underwriting services for all types of insurance; information and advice in the field of insurance and re-insurance; consulting and information concerning insurance online and via a mobile application; estate trust management; financial trust management; financial trust planning; financial treasury management; providing financial information in the fields of estate trust management, financial trust management, financial trust planning online and via a mobile application; annuity underwriting; providing financial information in the field of annuity underwriting online and via a mobile application; Credit card and charge card services, namely, credit card factoring services, credit card authorization services, and credit card payment processing services; Issuing business and commercial credit cards; Issuing prepaid credit cards; credit card verification; credit counselling; credit rating services; credit recovery and collection services; evaluation of the credit worthiness of companies and private individuals; issuance of letters of credit; debt collection services; providing financial information in the fields of credit card services, charge card services, business and commercial credit cards, pre-paid credit card services, payment card services, credit card verification, credit counselling, credit rating services, credit recovery and collection services, evaluation of the credit worthiness of companies and private individuals, issuance of letters of credit, as well as debt collection services online and through a mobile application; payroll tax debiting; providing financial information in the field of payroll tax debiting online and via a mobile application; financial investments in the field of gold and silver; providing financial investment information in the field of gold and silver; financial services concerning management of assets specifically custody and settlement; Providing financial information in the field of asset management specifically custody and settlement online and via a mobile application; Automated Clearing House (ACH) transaction processing services; providing financial trade clearing rates; providing financial information in the fields of clearing house services and financial trade clearing rates online and via a mobile application; purchase-lease financing; Providing lease financing for automobiles, boats, RVs, computer systems, aircraft, furniture, and farm equipment, namely, tractors, balers, combines, plows, mowers, planters, sprayers, seeders, harrows, cultivators, drills, and irrigation equipment; providing financial information in the field of purchase-lease financing online and via a mobile application; hedge fund management; providing financial information in the field of hedge fund management; financial calculation services for others, namely, mortgage calculation through an online and mobile application; financial calculation services for others, namely, loan calculation through an online and mobile application; Financial sponsorship of events, namely, concerts and live musical performances, live theatrical performances, book readings, culinary arts events, dance competitions, art gallery exhibitions, museum exhibitions, business road shows, aquarium exhibits, botanical gardens exhibits, zoo exhibitions, carnivals, festivals, fairs, amusement park events, library exhibitions, sports events, and international sports competitions; Financial sponsorship of educational events, namely, seminars, classes, conferences, exhibitions, and summits in the fields of disease prevention, mental health awareness, and digital literacy; Financial sponsorship of educational events, namely, seminars, classes, conferences, exhibitions, and summits in the field of human and animal rights; Promotion of the goods and services of others for the purpose of promoting public awareness of issues pertaining to Canadian First Nations and Metis indigenous peoples through sponsorship of educational events, namely, seminars, classes, conferences, exhibitions, and summits; Financial sponsorship of educational events, namely, seminars, classes, conferences, exhibitions, and summits in the field of LGBT+ rights, including sexual orientation and gender identity; Financial sponsorship of educational events, namely, seminars, classes, conferences, exhibitions, and summits in the field of race and ethnicity issues, women's rights, and veterans and military affairs; Financial sponsorship of corporate events, namely, dinners, galas, conferences, seminars, workshops, summits and conventions; Electronic payment services involving electronic processing and subsequent transmission of bill payment data; financial consultation in the field of cryptocurrency |
| Goods and Services | Advisory services relating to business management and business operations; business administration; business strategic planning; providing information in the fields of business management and business operations, as well as business administration online and via a mobile application; business administration of customer loyalty programs; credit card reward program services in the nature of promoting the goods and services of others by means of a loyalty rewards card scheme; travel reward programs in the nature of promoting the goods and services of others by means of a loyalty rewards card scheme; Administration of a loyalty point program that allows the redemption of points for the purchase of goods and services of others; accounting services relating to tax planning; providing information in the field of accounting services relating to tax planning online and through a mobile application; providing information in the field administration of tax free savings accounts online and through a mobile application; administrative processing of insurance claims; outsource service provider in the field of insurance; administration of business payroll for others; outsource service provider in the field of payroll; payroll preparation services; Acquisition and merger consultation; business marketing consulting services; market analysis and research services; computerized market research services; providing information in the field of business marketing consulting, and market analysis and research online and through a mobile application; credit card registration services; Promotion of the goods and services of others through sponsorship of events, namely, concerts and live musical performances, live theatrical performances, book readings, culinary arts events, dance competitions, art gallery exhibitions, museum exhibitions, business road shows, aquarium exhibits, botanical gardens exhibits, zoo exhibitions, carnivals, festivals, fairs, amusement park events, library exhibitions, sports events, and international sports competitions; Promotion of the goods and services of others through sponsorship of educational events, namely, seminars, classes, conferences, exhibitions and summits in the fields of disease prevention, mental health awareness, and digital literacy; Promotion of the goods and services of others through sponsorship of educational events, namely, seminars, classes, conferences, exhibitions and summits in the field of human and animal rights; Promotion of the goods and services of others for the purpose of promoting public awareness of issues pertaining to Canadian First Nations and Metis indigenous peoples through sponsorship of educational events, namely, seminars, classes, conferences, exhibitions and summits; Promotion of the goods and services of others through sponsorship of educational events, namely, seminars, classes, conferences, exhibitions and summits in the field of LGBT+ rights, including sexual orientation and gender identity; Promotion of the goods and services of others through sponsorship of educational events, namely, seminars, classes, conferences, exhibitions and summits in the field of race and ethnicity issues, women's rights, and veterans and military affairs; Promotion of the goods and services of others for the purpose of promoting public awareness of issues pertaining to homelessness, persons with disabilities, environmental responsibility and protection through sponsorship of educational events, namely, seminars, classes, conferences, exhibitions and summits; promotion of the goods and services of others through the sponsorship of corporate events, namely, dinners and galas, at conferences, seminars, workshops, summits and conventions; promotion of the goods and services of others through business start-up campaigns |
