WATERLOO

Financial planning services; financial asset management; investment consultation; investment advice; financial research; financial information; financial analysis; financial advice; financial planning; financial consultation; financial management; investment brokerage; investment management; mutual fund investment; financial risk assessment services; investment risk assessment services; strategic financial advisory services; financial portfolio analysis services; funds investment; management of a capital investment fund; capital investment services; investment management in the fields of private equity and alternative assets; investment consultation in the fields of private equity, hedge funds, and alternative assets; financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; financial due diligence; financial valuations