| Goods and Services | Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning, namely, wealth management, advice, services, broking, products, funds, retirement, financial planning, investment management, managing and advising on funds and ETF, and advising on transactional savings, insurance, and mortgage brokering; Financial management in the field of wealth management, advice, services, broking, products, funds, retirement, financial planning, investment management, managing and advising on funds and ETF, and advising on transactional savings, insurance, and mortgage brokering; Investment management; Investment management in the fields of wealth management, advice, services, broking, products, funds, retirement, financial planning, investment management, managing and advising on funds and ETF, and advising on transactional savings, insurance, and mortgage brokering; Investment services, namely, asset acquisition, consultation, development and management services; Management of private equity funds; Advice on finance during retirement; Financial services, namely, wealth management services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; Providing financial risk management services for electronic funds transfer, credit and debit card and electronic check transactions via a global computer network; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement |
