CREATE YOUR PATH FORWARD

Owner

Goods & Services

(1(a) use in commerce and 44(d)) Financial services namely: banking services; investment services, namely investment and portfolio management services, investment counseling namely consulting and advisory services; (1(b) intent to use and 44(d)) real estate investment advice and management of rental properties; real estate advisory services; real estate brokerage; financial planning and tax registered plans in the nature of structuring tax shelters; financial advice; mutual fund services, namely mutual fund brokerage, mutual fund investment and mutual fund distribution; securities brokerage services; financial services related to the management of pooled funds and administration of pension funds; custodial and pension services, namely the administration of employee pension plans; financial services related to administration of assets namely custody and settlement, securities administration, financial reporting and securities lending; syndicated loans, asset securitization and structured finance; trust services namely investment and trust company services and estate services namely estate settlement services; credit services, namely credit card services, credit and loan services and mortgages; debit card services; deposit banking services, namely savings, chequing and guaranteed investment accounts; trade financing services; fixed income research, sales and trading; trading of equities, equity derivatives, swaps and options; insurance (and reinsurance) services, namely underwriting property and casualty insurance; insurance services, namely underwriting, issuing and administration of life and health insurance; issuing and administation of annuities; brokerage of segregated funds; brokerage and underwriting of travel insurance; insurance services, namely underwriting, issuing and administration of life, health, property and casualty reinsurance, brokerage of structured finance; underwriting of creditor insurance; underwriting insurance services in the field of accident, fire, home insurance; services related to the administration of insurance, namely insurance administration in the field of accident, fire, home insurance; information and advice relating to underwriting, issuance and administration of insurance and re-insurance