ACER TREE

Owners

Goods & Services

Financial services, namely, advisory services in the financial, investment and wealth management fields; custodial and pension services; financial advice; financial planning advice; investment advice; investment planning advice; tax advice; tax planning advice; financial wealth management advice; administration of individual pension plans; financial discretionary investment and portfolio management services; financial investment portfolio monitoring services; financial investment portfolio performance analysis services; credit brokerage services being investment brokerage; services in the nature of administration of assets, namely, custody and settlement; services in the nature of the management of pooled funds and pension funds; trust and estate services; investment management services; trust management services in the nature of estate trust management; wealth management services; data aggregation, reporting and analysis for the purposes of financial, investment and wealth planning in the nature of electronically collecting financial data from multiple accounts into a single location for financial review analysis; Financial data aggregation, reporting and analysis for the purposes of financial, investment and wealth planning

Business management and business consulting services in the financial, investment and wealth management fields; provision of business statistical information; economic forecasting services; accounting services; preparation of statements of accounts