Insurance services and financial insurances, namely, the brokerage, underwriting, issuing and administration of life insurance, accident and sickness insurance, credit insurance, loss of employment insurance, mortgage insurance, annuities and reinsurance; administration of employee benefit plans concerning insurance and finance; disability insurance consulting; financial risk management and claims adjustment in the field of insurance; brokerage of, administration of group and individual investment plans and investment funds, including pension plans, tax sheltered plans, retirement savings plans, registered and non-registered savings and retirement pay-out products, segregated funds, mutual funds, pooled funds, investment certificates; securities brokerage; financial counseling services, namely, helping others build a better working relationship with their money; estate planning; investment consultation services and financial portfolio management services; trust company services; fiduciary services, namely, fiduciary representative services; financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; mortgage banking services, namely, origination and servicing of mortgage loans; mortgage lending; real estate investment; consumer and commercial lending; lease-purchase financing; financial information processing services; issuing of payment, credit and charge cards, and operation of payment, credit and charge card plans