BMO CAPITAL MARKETS

Publications, namely, newsletters, pamphlets, magazines and booklets published periodically related to matters of securities, economics, fiscal, banking, financial investment, and brokerage; financial publications, namely, newsletters, pamphlets, magazines, and booklets relating to financial services and investment strategies

mergers and acquisitions consultation

Banking services; investment banking services relating to securities, investment of funds for others, and investment management services; corporate banking; investment dealer services, namely, management of investments and provision of agencies or brokerage for trading stocks and bonds; investment banking services; financial advisory services; financial services, namely, insurance and investment brokerage accounts and services; securities brokerage services; and financial research and advisory services related to the foregoing