Financial services, namely, insurance services in the nature of underwriting, issuing and administration of life insurance, and providing, managing and administering benefit plans [ and group and individual investment plans and investment funds, including pension plans, retirement savings plans, segregated funds, pooled funds, registered and non-registered savings and retirement payout products; investment counseling and investment portfolio management; financial advisory services; portfolio management and asset management; mutual fund services, namely, distribution, administration and management of ][ mutal ] [ * mutual * funds; trust company services; securities dealer providing trading services in the nature of trading accounts and registered plans ]