Financial information; Financial information and evaluations; Information, advisory, consultancy and financial research services relating to finance and investments; Providing information online in the field of financial investment and financial research; Providing information and advice in the field of finance, financial investments, and the financial aspects of retirement; Investment management; Financial portfolio management; Financial services, namely, wealth management services; Financial administration of investment vehicles; Investment advisory services; Investment consultation; Investment advice; Financial trust planning; Financial services, namely, financial planning for retirement; Investment advisory services in the field of sustainable environmental, social and governance (ESG); Banking consultation; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families