MANULIFE PRIVATE WEALTH

Print and online publications, namely, newsletters in the financial and investment services fields

Tax planning, and providing referrals to specialists in the trust, tax and legal fields

Banking services; investment counselling, financial planning and portfolio management services; investment analysis, consultation, information, management, administration, and distribution; advisory, information, administration, brokerage, distribution, and management services for investment funds, exchange-traded funds, pooled funds, mutual funds, hedge funds, segregated funds, wrap account products, and securities-based investment products; managed account services; investment trust and trustee services; private placement and capital markets services; insurance services, including investment and administration services related to annuity and other insurance contracts; pension fund services, namely, pension fund financial management services, and pension fund investments services, retirement fund financial management services; providing information in the fields of financial planning and management, and investment services fields through websites; Providing information in the fields of financial planning and management, and investment services fields through blogs and social media sites; Banking, investment, and wealth and estate services, namely,: banking services; investment counselling, financial planning and portfolio management services; investment analysis, consultation, information, management, administration, and distribution; advisory, information, administration, brokerage, distribution, and management services for investment funds, pooled funds, mutual funds, hedge funds, segregated funds, wrap account products, and securities-based investment products; managed account services; investment trust and trustee services; private placement and capital markets services; insurance services, including investment and administration services related to annuity and other insurance contracts; pension fund services, retirement fund services; and succession planning; Operating websites in the financial and investment services fields; Operating blogs and social media sites in the financial and investment services fields

Educational services in the financial and investment fields