UP

Tax planning, personal tax services, corporate tax services, incorporation services

Financial Planning services, mutual funds services, segregated fund sales, carrying on the sale of guaranteed interest option investments, carrying on the sale of guaranteed investment certificate investments, investment planning and portfolio management services, carrying on the business of brokerage of annuities, insurance sales, namely, life insurance services, disability insurance services, critical illness insurance services, long term care insurance services, estate planning services, mortgage services, investment loan services, and debt financing services; general insurance services, home insurance services, auto insurance services, commercial insurance services; carrying on the business of the use of a software based service to provide clients with investment advice and financial planning services, securities sales services, sales of securities that do not require a prospectus on issue, and venture capital services; Registered investment advisor services

Wills and personal directive services; power of attorney services; executor and executrix services; will and probate services; trustee services