BMO DIRECT CONTRIBUTION IQ

Financial administration of Retirement Plans, Trusts and Investments; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial planning for retirement; Financial retirement plan consulting 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, wealth management services; Financial trust operations; Individual retirement account services; Investment of funds for others; Investment services, namely, asset acquisition, consultation, development and management services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement