VALENCE

Providing financial planning and consultation services; providing financial services, namely, supplying information in the fields of investment and finance; financial research and financial analysis; financial investment in the field of securities and other financial instruments and investments in all manner of tangible and intangible assets; estate planning services; stock brokerage services; merchant banking services; investment banking services; investment of funds for others and financial investment consultation; management of charitable and personal trusts and family foundations; and estate trust management