Financial planning; Financial advisory and consultancy services; Financial planning and investment advisory services; Financial retirement plan consulting services; Financial portfolio management; Financial portfolio analysis services; Financial consultancy; Financial planning consultation; Financial consulting; Investment services, namely, asset acquisition, consultation, development and management services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, public equity and debt investment services; Funds investment; Financial services in the nature of an investment security; Investment advisory services; Investment management services; Mutual fund and exchange traded funds (ETF) investment; Information, advisory, consultancy and financial research services relating to finance and investments; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Retirement income distribution planning and management; Personal financial education and intergenerational planning