Providing information in the fields of financial literacy and entrepreneurship via Internet

Educational services, namely, conducting interactive classes and live lectures in the field of financial literacy and entrepreneurship; Entertainment services, namely, an ongoing series of online streaming videos featuring training in the fields of financial literacy and entrepreneurship; Arranging and conducting educational competitions featuring video games in the fields of financial literacy and entrepreneurship; Arranging and conducting award ceremonies to demonstrate excellence in the field of business leadership; Providing on-line educational videos in the field of financial literacy and entrepreneurship, not downloadable; Entertainment services in the nature of on-line and live video games and on-line and live video game contests used to educate and promote entrepreneurship and financial literacy via a website; Providing temporary use of on-line non-downloadable video game software for consumer use to upload, share, preview and publish video game content and related files

Provision of a broad range of financial services, namely insurance services; personnel management services and risk management services, including employee benefit plans; disability consulting, rehabilitation and absenteeism management services in the fields of insurance and finance; safety and risk prevention services in the fields of insurance and finance, services respecting risk management in the fields of insurance and finance, services respecting claims adjustment in the field of insurance; investment management services including, investment counselling and portfolio management services; Management and provision of group and individual investment plans and investment funds, including pension plans, tax sheltered plans, retirement savings plans, registered and non-registered savings and retirement pay-out products, segregated funds, mutual funds, pooled funds, investment certificates; investment brokerage services; financial counselling and planning services; trust company services; fiduciary services; custodial services; mortgage services including, mortgage origination, mortgage lending, mortgage servicing; real estate services, including real estate leasing, real estate development, real estate investment, property management and real estate appraisal; financing services, namely, lease financing; information processing services in the fields of insurance and finance; electronic communication of financial transactions, namely, providing an e-commerce software to allow users to perform electronic business transactions online, providing an electronic statement and summary of financial transactions performed, and cash and foreign exchange transactions; issuing of payment, credit and charge cards, and operation of payment, credit and charge card plans; referral services to other financial institutions.

Financial planning and financial investment counseling services

Print and online publications, manuals, brochures, binders and booklets in the financial, insurance, and investment services fields; computer programs that enable users to create, organize, manipulate, display, transmit, store and retrieve data and information in the financial, insurance and investment services fields; and online videos in the financial, insurance, and investment services fields.

Insurance and annuity services; reinsurance services; wealth creation and management services; financial planning and financial advisory services; savings and retirement services, namely pension fund services, annuity services, and retirement fund management services; tax and estate planning services; investment and investment management services; trading in financial instruments, namely commodity trading, currency trading, stock and bond trading, and mutual funds investments; securities dealer; mutual fund services; financial planning services namely guaranteed investment funds, guaranteed interest contracts, registered savings plans and segregated funds; custodial services, private placement and capital market services; banking and insurance referral services; banking services; trust company services; loan services; developing, operating and leasing real estate; real estate investment services; mortgage issuing services; insurance and financial sales support services in the form of computerized sales support services; educational services relating to insurance and annuities, reinsurance services, wealth creation and management services, financial planning and financial advisory services, savings and retirement services, tax and estate planning services, investment and investment management services, trading in financial instruments, namely commodity trading, currency trading, stock and bond trading, and mutual funds investments, securities dealer, financial planning services namely guaranteed investment funds, guaranteed interest contracts, registered savings plans and segregated funds, guaranteed interest contracts, registered savings plans and segregated funds, mutual fund services, custodial services, private placement and capital market services, banking and insurance referral services, banking services, trust company services, developing, operating and leasing real estate, mortgages services, and loan services; providing to group health policy holders information and referrals to, and concerning, foreign doctors and foreign medical facilities for use when travelling away from Canada; arranging for the sale of investment funds, mutual funds, pooled funds, wrap account products, segregated funds, and securities-based investment products by brokers, dealers and financial advisors; and advertising and promotions services, namely promoting investment funds, mutual funds, pooled funds, wrap account products, segregated funds, and securities-based investment products to brokers, dealers and financial advisors through the distribution of informational materials and rendering sales and promotion advice; operating a website, blog, and social media sites in the financial, insurance and investment services fields.

Educational materials relating to professional development, namely brochures, manuals, newsletters, pamphlets, bulletins, reports, reference books, textbooks, leaflets, workbooks, guides, e-books.

Preparing education and training programs and courses for professionals including through podcasts, providing courses and programs to professionals including through podcasts, membership services and advocacy in the field of professional development and professional skills, testing and accreditation of programs and professionals, all in the fields of wealth management and living benefits.

Educational materials, namely, texts, workbooks, guides, e-books relating to professional development training for financial advisors; downloadable podcasts in the field of professional development training for financial advisors.

Preparing education and training programs and courses for professionals, providing courses and programs to professionals, membership services and advocacy in the field of professional development and professional skills, testing and accreditation of programs and professionals, all in the fields of wealth management and living benefits.

Providing group benefit plans and the administration of group benefit plans; insurance services; insurance administration services; insurance indemnity services; serving group insurance policies; insurance claim processing.

Financial services, namely, providing loans, overdrafts, current accounts, insurance; leasing services, namely credit cards, consumer financing; foreign currency exchange services, namely, foreign exchange transactions, foreign exchange information services and providing for the exchange of foreign currency.

Investment and financial services, in the field of the provision of investment vehicles, investment education programs, investment management tools and training.

Investment and financial consulting services.

Financial services, namely deposit taking services, namely term deposits, savings accounts, chequing accounts, GICs, money market funds and foreign currency deposits; credit services, namely term loans, revolving operating lines of credit, structured finance, syndicated loans, bi-lateral lending, club deals, project financing and letters of credit; cash management services, namely account reconciliation, cash concentration, cheque image retrieval, transfers between differing financial institution accounts, electronic funds transfer, foreign exchange, wires, government remittances, lockbox, notional pooling, payment network, sweeps and fixed date deposit investment; derivatives services, namely commodity, interest rate, equity, credit and currency forwards, swaps and options, including the exchange of a fixed or variable rate, index, or price for a variable or fixed rate, index or price;