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Financial investment brokerage services relating to investment funds, mutual funds, pooled funds, wrap account products, segregated funds, and securities-based investment products; financial management services relating to investment funds, mutual funds, pooled funds, wrap account products, segregated funds, and securities-based investment products; financial investment in the field of securities relating to investment funds, mutual funds, pooled funds, wrap account products, segregated funds, and securities-based investment products; financial investment services, namely the distribution of investment funds, mutual funds, pooled funds, wrap account products, segregated funds, and securities-based investment products; financial investment counseling services; financial planning; providing investment management services and investment management services related to customized investment portfolios to private clients including high net worth individuals, family trusts and holding companies