Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial services, namely, investment advice, investment management, investment consultation; Impact capital investment services; Investment management for the purpose of making a positive social impact; Venture capital financing of socially responsible Fintech ventures.

Downloadable mobile application computer software for the unification, management, optimization and integration of computer systems and networks, enterprise software applications, users, and Internet resources; downloadable mobile application computer software for computer systems and network access control featuring digital identity authentication, security management and security application auditing; downloadable mobile application computer software for the monitoring, analyzing, and reporting on the performance of computer systems, networks, and enterprise software applications; downloadable mobile application computer software for providing computer security service to verify user or machine identities, user or machine permissions, and for the management of user or machine data; downloadable mobile application computer software for identity management and identity security software for use by others for ensuring the security of computer networks, databases, computer software, software applications and software development tools; downloadable mobile application computer software for use by others to manage network and database users, simplify user authentication, and control access to computer software, software applications and software development tools; downloadable mobile application computer software for securing communications between computers; downloadable mobile application computer software for providing user authentication services using software technology in online communications, transactions, and applications for network access control, security management and security application auditing; downloadable mobile application computer software for providing authentication of personal identification information using software technology; downloadable mobile application computer software for providing authentication using software technology for communications and transactions via a global computer network.

Software as a service (SaaS) services featuring software which provides unification, management, performance optimization, integration, and access of computer systems and networks, enterprise software applications, users, and internet resources; software as a service (SaaS) services featuring software featuring digital identity authentication, security management and security application auditing; computer services, namely, monitoring, analyzing, and reporting on the performance of computer systems, networks, and enterprise software applications; computer security consultancy; computer security services, namely, providing computer security service to verify user or machine identities, user or machine permissions, and for the management of user or machine data; providing temporary use of online non-downloadable software, namely, identity management and identity security software for use by others for ensuring the security of computer networks, databases, computer software, software applications and software development tools; providing temporary use of online non-downloadable software for use by others to manage network and database users, simplify user authentication, and control access to computer software, software applications and software development tools; software as a service (SaaS) services featuring software for securing communications between computers; computer services, namely, providing user authentication services using software technology in online communications, transactions, and applications for network access control, security management and security application auditing; computerized identification verification services, namely, providing authentication of personal identification information using software technology for communications and transactions via a global computer network; computerized identification verification services, namely, providing authentication using software technology for communications and transactions via a global computer network, namely, validating personal identification information and user credentials to secure access to online computer services and software programs and products; healthcare transaction fraud detection and prevention technologies and services namely identification verification software and computer security services for providers and users of health care services (term considered linguistically incorrect by the International Bureau - Rule 13 (2) (b) of the Regulations); healthcare transaction authentication and verification services namely identification verification software and computer security services for providers and users of health care services (term considered linguistically incorrect by the International Bureau - Rule 13 (2) (b) of the Regulations).

Downloadable software for managing personal finances, savings and budgeting; downloadable software for tracking personal finances, personal savings, and personal finance well-being; downloadable computer application software used by financial advisors and downloadable software for mobile devices used by consumers and clients, namely, a digital financial management platform for consumers and their financial advisors to use in managing, viewing, tracking, monitoring, goal setting, analyzing, and receiving reports on personal finances and savings and personal finance well-being; downloadable software for providing financial information and financial education to clients and consumers in the field of generating free cash flow and rate of accumulation and rate of saving.

Financial information services; financial consultancy services; financial planning services; investment services in the nature of capital investment services, investment banking services, and investment advisory services; banking services; financial planning in the nature of cash flow planning services; financial services, namely, coordination, within a single investment account used to manage an individual's cash inflows and outflows and reallocation of capital to facilitate achievement of savings and free cash flow goals; financial services, namely, wealth management services; financial advice and consultancy services; financial advisory and consultancy services; financial consulting services, namely, expert analysis in finance and savings; financial consulting services, namely, expert analysis and assistance to facilitate achievement of savings free cash flow goals; financial counseling services, namely, helping others build a better working relationship with their money; financial information and advisory services; financial investment brokerage services; financial retirement plan consulting services; providing financial services with respect to securities and other financial instruments and products, namely, money management services; strategic financial advisory services; providing information, metrics, advice, and guidance in the field of personal finance well-being; providing information, metrics, advice, and guidance in the field of personal finance status; providing financial information to clients and consumers in the field of generating free cash flow and rate of accumulation and rate of saving.

Credit union services, including providing credit union services in one or more of the following means: in person, in branch, over the internet, via computer software, via telephone, via wireless means (including via mobile devices), and via automatic teller machines; financial planning services; financial analysis and financial analysis consultation; financial advisory services relating to financial goal planning; advisory services in the field of credit and debt control and management; financial restructuring services; financial management and financial management advisory services; investment counselling and financial portfolio management; provision of an online financial assessment tool allowing users to provide information relating to money management, debt, borrowing, saving, investing, insurance and wealth protection and for providing analysis, recommendations, advice and reports to users based on the information provided

Administration of employee health and financial benefit programs; consulting services regarding employee health and financial benefit programs; financial administration of employee pension plans; financial administration of retirement income funds; financial administration of retirement savings plans; financial management of employee pension plans; financial management of retirement accounts; financial planning; financial planning and investment advisory services; financial retirement plan consultancy services; insurance brokerage services; insurance consultancy; insurance services; investment advisory and investment management services; investment consulting services; investment portfolio management; mutual fund advisory services; mutual fund brokerage services; retirement investment planning and advisory services; wealth management services

Financial services, namely, providing an interactive online assessment to evaluate financial status, and provide recommendations to support financial resilience and wellbeing.

Administering life insurance policies; advisory services relating to investments and pensions; brokerage of financial derivatives

Marketing services of prepaid/debit cards and credit cards; marketing services of consumer and commercial loans; advertising and promotional services for ATMs

Financial services, namely, the issuance and servicing of prepaid/debit cards and credit cards; financial services, namely, issuance and servicing of consumer and commercial loans; electronic funds transfer services; provision of ATM banking services

Corporate finance management; financial asset management; financial investment counselling; financial reporting; financial management; financial analysis and research services; financial planning and investment advisory services; wealth management services; financial appraisals for individuals and businesses; financial and estate planning services; financial valuations; financial portfolio management; preparing financial reports; information services namely compilation of financial data and statistical information in the area of financial forecasting and statistical analysis of financial data and providing information, advice, analysis, research and consultancy services relating to the aforesaid services;

Corporate finance management; financial asset management; financial investment counselling; financial reporting; financial management; financial valuations; financial advisory services relating to joint ventures and capital financing; financial analysis and research services; preparing financial reports; financial investment advisory in the fields of securities, derivatives, commodities, private equity and stocks; financial planning and investment advisory services; auditing of financial statements; business auditing and assurance for compliance with auditing and accounting standards; advisory services in the fields of commercial banking, credit and debit monitoring for businesses; credit consultation; advisory services relating to mortgages, commercial loans and business financing; capital investment consulting services; information services namely compilation of financial data and statistical information in the area of financial forecasting and statistical analysis of financial data and providing information, advice, analysis, research and consultancy services relating to the aforesaid services;