Financial analysis and consultation; Financial consultation in the field of administration of management of unit trusts, financial portfolio tracking and analysis services, intermediary services for investments, management of investment monies, asset administration and management services for private, institutional and business clients, and providing financial information regarding the foregoing; Financial information provided by electronic means; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio management; Financial trust operations; Fund investment consultation; Investment advisory services; Investment management; Investment services, namely, asset acquisition, consultation, development and management services; Management of portfolios comprising securities; Management of portfolios of transferable securities; Trust management accounts