Financial investment counselling and financial planning

Software as a service (saas) services featuring software for applications for the management and provision of financial investment services

Advisory services relating to financial asset management; advisory services relating to financial planning; advisory services relating to insurance and reinsurance; advisory services relating to investments and pensions; advisory services relating to pensions; advisory services relating to tax planning; estate planning; estate planning advisory services; estate planning services; estate trust planning; financial advice relating to income tax; financial advice relating to pension planning; financial advice relating to tax; financial advice relating to tax planning; financial advisory services relating to financial goal planning; financial advisory services relating to insurance contracts; financial advisory services, namely financial planning and investment management services; financial analysis; financial and estate planning services; financial investment counselling and financial planning; financial planning; financial planning and financial management services; financial planning and investment advisory services; financial planning and investment portfolio management; financial planning for retirement; financial planning services; financial planning services for retirement; financial retirement plan consultancy services; financial trust planning; group insurance services; group savings plan brokerage; health insurance services; investment counselling, financial planning and portfolio management; investment management; life insurance brokerage; life insurance services; mutual fund planning services; providing financial consultancy services relating to charities; providing financial information relating to charities; wealth management; wealth management services

Providing information in the field of wealth management

Providing educational financial programs, namely online courses, training programs, presentations, educational videos, podcast episodes and workshops in the field of financial literacy and wealth management

YES;

Account auditing; accountancy; accountancy advice relating to tax preparation; accountancy advice relating to taxation; accountancy advice relating to the preparation of tax returns; accountancy being tax planning and advisory services; accountancy services; accountancy services relating to accounts receivable; accounting; accounting advisory services; accounting and bookkeeping services; accounting consultancy; accounting consultancy relating to taxation; accounting consultation; accounting for third parties; accounting services; accounting services for mergers and acquisitions; accounting services relating to tax planning; accounting services using cloud computing technologies; administration, billing and reconciliation of accounts on behalf of others; administrative accounting; assessment and evaluation of taxes; auditing accounting; business information services in the field of taxes; commercial information agencies providing tax information; computerized accounting services; consultancy relating to tax accounting; consultancy relating to tax preparation and tax filing services; consulting and information concerning accounting; consulting services in the field of accounting firm practice management; cost accounting; drawing up of statements of accounts; income tax consulting services; preparation of income tax returns; preparation of tax returns; preparing income tax reports; promoting the commercial and business interests of professional accountants provided by an association for its members; providing information relating to tax preparation and tax filing services; providing tax information via an interactive website; tax advisory services; tax and taxation planning, advice, information and consultancy services; tax auditing; tax auditing services; tax declaration procedure services; tax determination services; tax file management; tax filing services; tax lien management services; tax preparation; tax preparation services

Accident insurance; accident insurance agency services; accident insurance brokerage; accident insurance consultancy; accident insurance information; accident insurance services; account management services, namely automated fee processing, and statement production; accounts payable debiting services; accounts receivable financing; administration of investment savings plans; advisory services relating to insurance and reinsurance; advisory services relating to investments and pensions; advisory services relating to tax planning; agency services for registered investment plans; brokerage of commercial property; brokerage of health, life and travel insurance; buildings insurance services; cancellation insurance services relating to holiday travels and accommodation; car insurance brokerage; car insurance consultancy; car insurance information; car insurance underwriting; consultancy in the field of insurance benefits, group benefits, employee benefits, pension benefits, retirement benefits and financial benefits; consultation, policy writing and claims processing in the field of life insurance and disability insurance; consulting and information concerning insurance; consulting services in the field of financial processing and assessment of disability and life insurance claims for insurers, administrators and payers; consulting services in the field of financial processing and assessment of health insurance claims for health insurers, administrators and payers; corporate savings account services; creating, managing and administering investment funds; creating, managing and administering tax assisted investments; credit brokerage; critical care insurance services; disability insurance services; establishing quotes to estimate the cost of health insurance; financial accounts management services; financial administration of first home savings accounts (FHSAs); financial administration of tax-free savings account; financial advice relating to income tax; financial advice relating to tax; financial advice relating to tax planning; financial advisory services relating to insurance contracts; financial evaluation for insurance purposes; financial investment advisory; financial investment advisory services; financial investment brokerage; financial investment counselling; financial investment counselling and financial planning; financial management in the field of investment funds, private equity products, real estate and infrastructure; financial management of retirement accounts; financial planning and investment advisory services; financial services, namely investment counseling and advisory services; financial services, namely, daily monitoring of financial transactions and account balances; first home savings account (FHSA); foreign currency savings accounts; fund investments; funds investment; health insurance services; home insurance agency services; insurance brokerage; insurance brokerage services; insurance consultancy; insurance consultancy and advisory services; insurance consultation; insurance for businesses; insurance for offices; insurance for third party liability; insurance information and consultancy; insurance information services; insurance services; insurance services related to casualty insurance; insurance services related to property insurance; insurance services, namely, writing property and casualty insurance; investment advice; investment advisory and investment management services; investment advisory and management services; investment advisory services; investment analysis; investment consulting services; investment management services; investment of funds; life insurance brokerage; life insurance services; medical insurance; medical insurance brokerage services; mortgage planning; mortgage refinancing; mortgage refinancing services; mortgage services; mortgage trading, syndication and securitization; mortgage underwriting services; mortgages banking and brokerage services; online mortgage services; online, real-time tax payment processing, tax payment management, and tax payment analysis services; payroll tax debiting; private equity fund investment services; processing of savings account transactions; processing visitors tax refunds; providing advice in the field of property and casualty insurance; providing advice relating to the arranging of mortgages; providing advice to better understand various insurance products; providing bank account information by telephone; providing financial information in the field of mortgage investment, investment of funds and financial planning; providing information about life insurance; providing information in insurance matters; providing information in the field of financial investments; providing information in the field of financial planning and financial investments via a website; providing information in the field of health insurance coverage and how to manage health insurance coverage via a website; providing information in the field of insurance products and services via a website; providing information in the field of insurance via a website; providing information in the field of life insurance via an interactive website; providing insurance brokerage and reinsurance brokerage information, consultancy and advisory services; providing insurance information; providing insurance information and consultancy; providing insurance services and information in the field of insurance products and services via the Internet, websites and a web-based portal; providing investment account information by telephone; providing mortgage loan insurance; providing on-line investment account information; provision of investment accounts including registered plans, guaranteed investment accounts, tax-free savings accounts and segregated investment accounts; savings account services; segregated fund management; tax payment processing services; tax-free savings accounts (TFSA); travel insurance services; trust management accounts

Brokerage, distribution and investment services relating to investment funds and mutual funds; financial management and brokerage services in the field of the investment of funds of others

Financial services, namely, providing online financial planning tools and resources for investors, including tools for personal financial planning, retirement planning, budgeting, and investment strategy simulation; financial management services; financial analysis and research services; provision of financial information; financial consultancy and advisory services; financial risk management services; and financial portfolio management services.

Educational services, namely, providing online educational modules and interactive learning resources in the field of personal finance and investment management; conducting online courses, webinars, and workshops focused on financial planning, budgeting, and investing; publication of educational content such as articles, blogs, videos, and tutorials in the field of financial literacy; organizing and conducting online forums and community events to promote knowledge sharing and collaboration among users.

Financial services; insurance; wealth management; investment management; tax services (not accounting); information services relating to all of the aforesaid provided on-line from a computer database or the internet; advisory, planning, brokerage, information and consultancy services relating to all of the aforesaid.

Administrative accounting; business management services; business project management services for construction projects; business risk management consulting and advice; real estate marketing services for others; strategic business analysis consulting

Advisory services in the field of real estate; assessment and management of real estate; consulting services in the field of real estate; equity financing; financial consultancy in the field of risk management; financial services, namely, raising debt and equity capital for others; leasing of residential real estate; property management services; real estate valuation services

Providing newsletters in the field of finance via e-mail; providing on-line digital publications in the nature of newsletters, articles, and magazines in the field of investments via the Internet