Financial advisory services namely tax return preparation

Creation and management of investment vehicles, funds and assets on behalf of financial institutions, corporations and individuals; Provision of financial services, namely corporate financing, financing for mergers and acquisitions, securities placement and distribution, securities brokerage, underwriting and selling of securities, namely, common shares, preferred shares, partnership units and debt instruments, and providing venture capital; Financial advisory services namely cash flow analysis, planning, and management, tax planning, investment planning and management, education funding, retirement and estate planning, and structuring, cash and debt management, transition planning and management for business owners, structuring and arrangement of financing, insurance, wills and personal contracts, structuring and arranging estate freezes, holding companies, trusts and foundations; Provision of investment advisory services, in the areas of creation and structuring of investment vehicles, the completion of offerings to investors, and the identification, selection and monitoring of suitable investments; Real estate investment services, in the area of commercial and residential real estate development, namely, land acquisition, financing and leasing of projects and commercial and residential property management services; Acting as custodian, registrar and transfer agent for securities investments; Management of mutual funds and securities related to real estate, healthcare, technology, global dividend paying equities, fixed income, oil and gas resources, oil and gas exploration, development and acquisition of oil and gas, oil and gas production; Real estate investment services, in the area of commercial and residential building construction; Real estate investment services, in the area of commercial and residential project design