DG PRIVATE WEALTH

Asset, portfolio and investment management services, namely creating, managing and administering mutual funds, investment funds, third party assets, tax assisted investments, real estate and resource assets and proprietary assets and investments; financial advisory services, namely financial planning and investment management services; administering life, accidental death and health insurance policies; administering banking, financial and estate planning services; capital markets services, namely investment banking services and underwriting of the sale of securities to the public, private placements and investment advisory services related to mergers and acquisitions, divestitures, restructurings and stock exchange listings, institutional sales and trading services namely the selling, purchasing and trading of equity and equity related securities and fixed income securities; investment research services namely the preparation of research reports and opinions to individual investors and institutional clients in connection with investment decision making, investment and exploration services relating to oil, gas and mining resources; private equity and merchant banking services relating to resources and real estate