EPLBOIM, POUTRE & CO.

financial services, namely, asset management, capital and funds investment, mutual fund distribution, mutual fund investment, cash management, customized investment portfolio construction and management, investment account and asset administration services, investment fund transfer and transaction services, financial analysis, management and consultation, investment advice, consultation, and management, financial planning and portfolio management; brokerage of financial products, namely, mutual funds, investments, annuities, insurance, unit investment trusts, pension products, securities, stocks, bonds, commodities, certificates of deposit, futures, money market funds, and stock options; trust administration and management services, namely, investment and trust company services; retirement plan services; investment and administration of employee benefit and pension plans and individual retirement accounts; pension plan review and analysis; estate planning and estate trust management; insurance administration and consultation; providing financial information via a global computer information network