Insurance services; Financial services, namely, services related to advising clients and potential clients regarding investments, finances, financial planning, insurance, portfolios, retirement issues, retirement savings plans, registered retirement income funds and investor risk profiles; selling insurance, retirement savings plans, registered retirement income funds, annuities, segregated funds, investment securities and asset allocation funds; investment counseling services to others; annuities services; segregated fund services; interest bearing investment fund services; investment securities services; asset allocation fund services; Underwriting services, namely accident, sickness, disability and hospitalization insurance