AIC

advertising and promotions services, namely, promoting investment funds, mutual funds, pooled funds, wrap account products, segregated funds, and securities-based investment products to others, namely, brokers, dealers and financial advisors

investment counseling, financial planning and portfolio management services; mutual fund and investment portfolio trustee services; establishing, managing, and brokerage of investment funds, mutual funds, pooled funds, wrap account products, segregated funds, and securities-based investment products through brokers, dealers and financial advisors