REAL ADVICE FOR REAL PLANS

Class [036]
Financial and investment services, namely, financial investment advisory services, investment advisory and investment management services, financial accounts management services; the operation, management and administration of mutual funds; financial planning services, namely providing advice concerning financial planning, investment analysis, and the implementation and management of investments and financial plans; Financial advisory services relating to financial goal planning and investment consultation services; issuing of investment contracts, namely, financial administration pertaining to Guaranteed Investment Certificates, Registered Retirement Savings Plans, and investment funds; financial administration of annuity services; mortgage lending services; the services of distribution of mutual funds, Guarantee Investment Certificates, Registered Retirement Savings Plans, and investment funds; financial management of employee benefit plans, group insurance, deferred profit sharing plans, pension plans, group savings plans, and group Registered Retirement Savings Plans, and pension plans for shareholders; trustee services for Registered Retirement Savings Plans, Registered Education Savings Plans, Registered Retirement Income Funds, and other mutual funds, charitable annuities, charitable foundation trusts, and tax exempt trusts; insurance agency and brokerage services