IA

Owners

Goods & Services

Printed publications, namely, newsletters, brochures, pamphlets and books all in the field of financial securities, investment and financial services

Downloadable publications, namely, newsletters form, brochures, pamphlets and books that may be stored on central server systems, individual hard drives, external hard drives, backup systems, floppy disks, CD-ROMs, audio cassettes or video all in the field of financial securities, investment and financial services; Retirement planning tools, namely, software allowing to calculate disposable income in retirement; computer programs for document management; computer programs for generating portfolio reports in the field of financial securities, investment and financial services; software for the management and calculation of credit insurance premiums and loans; software for evaluating the performance of companies; software to analyze financial profits, certificates of securities, prospectus and pocket memoranda

Platform as a service (PAAS) featuring computer software platforms for allowing administrators to manage their group insurance plan; Platform as a service (PAAS) featuring computer software platforms for allowing daily administration of group insurance plans

Real estate investment management services and development of buildings, namely, rental property planning services in commercial matters, also known as Providing business planning and marketing solutions for real estate professionals; Promotion of products for motor vehicles, namely, extended warranties, replacement insurance, credit insurance, appearance products, anti-theft coverage and roadside assistance; management and administration of investment fund companies, for others; Customer service management for others in the field of financial securities, investment and financial services, financial counseling service, assistance with retirement financial planning, financial planning assistance, analysis of financial condition of customers and their needs, wealth management, asset management, business development in the field of financial securities, investment and financial services; Business services provided to the healthcare industry, namely, the collection, reporting, and analysis of healthcare quality data for business purposes, namely, the design of health profiles and statistical reports

Providing an on-line computer database featuring information regarding health and wellness via a computer database, website, email, telephone and educational activities on health and wellness for the purpose of promoting the health and well-being of people

Training in the field of customer relations, insurance, financing, banking negotiations, protection of motor vehicles and extended warranties

General insurance services, also known as insurance services of individual and collective person, namely, life insurance, disability insurance, health insurance and critical illness insurance, medical insurance, accident insurance, dental insurance, loan insurance, hospitalization insurance, home care insurance and travel insurance; mortgage insurance services, namely, issuing and administering mortgage insurance; credit insurance services, namely, financial guarantee and surety services; special risks insurance services, also known as international and national risk insurance services, builder's risk insurance services, credit risk insurance services in the nature of factoring agency services; Administration of workplace savings and retirement products, namely, registered retirement savings plans, nonregistered retirement savings plans, registered education savings plans, locked-in retirement accounts, retirement income registered funds, life income funds, annuities, fixed-term annuities; Financial advice and consultancy services regarding investment options, namely, guaranteed interest investments, secured stock-market investment, segregated funds, mutual funds, securities; Brokerage of mutual funds for third parties; Advisory services relating to loan services, namely, investment loans, Registered Retirement Savings Plan lines of credit and Registered Education Savings Plans loans; administration of residential and commercial mortgage loans for third parties; damage insurance administration services in the fields of car insurance, home insurance, liability insurance, travel insurance; Investment advice; Portfolio management of segregated funds and mutual funds; Securities brokerage; Additional trust services for life insurance and annuity services, namely, investment management, investment of funds for others, maintaining fiduciary deposit accounts for investments; Distribution, also known as underwriting, of products for motor vehicles, namely, extended warranties, replacement insurance, credit insurance, appearance products, anti-theft coverage and roadside assistance; financing after-sales service of products for motor vehicles, also known as underwriting extended warranty contracts in the field of extended warranties, replacement insurance, credit insurance, appearance products, anti-theft coverage and roadside assistance; administration of extended warranties and insurance policies for the motor vehicles of others; Management, administration and distribution of investment funds for others; Mortgage brokerage services