Banking services; Investment services, namely, asset acquisition, consultation, development and management services; Financial investment portfolio management services; Capital markets services in the nature of investment management services and financial consulting services; financial planning in the field of tax registered plans; financial advice; mutual fund brokerage; mutual fund investment; mutual fund distribution; securities brokerage services; financial services related to the management of pooled funds and pension funds; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Financial management of employee pension plans; Financial services, namely, estate settlement services, life insurance settlement services, and debt settlement services; Financial services, namely, financial reporting services; securities lending; Providing syndicated loans; Asset securitization services; Structured financing services; Estate trust planning; Financial research in the field of fixed income; capital investment; financial investment analysis and stock research; Investment of funds; investment banking; investment and portfolio management services; investment counselling and investment advisory services; Financial consulting and advising in the field of mergers and acquisitions; providing information in the field of capital investment via a website; Insurance services, namely, insurance brokerage services, insurance carrier services, and insurance actuarial services; Re-insurance services, namely, reinsurance underwriting services; Issuance of life and health insurance; insurance agencies; Issuance and administration of annuities; Management of segregated equity funds; Insurance underwriting services for all types of insurance; services related to the administration of insurance; information and advice relating to insurance and re-insurance; charitable fundraising services; Philanthropic services concerning monetary donations
Insurance and Financial