Financial advice; Financial advice, namely, budget planning; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial consulting; Financial credit scoring services; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Financial evaluation for insurance purposes; Financial evaluation of real estate; Financial investment brokerage; Financial management; Financial planning; Financial planning and investment advisory services; Financial portfolio management; Financial risk management; Financial trust planning; Providing financial information and financial advice via a website; Providing investors with financial information

Legal advice; Legal services relating to legal conveyancing; Legal services relating to company formation and registration; Legal services, namely, providing customized documentation, information, counseling, advice and consultation services in all areas of estate planning, probate administration, immigration law and business; Providing customized legal information, counseling, and advice, and litigation services in the field of estate planning, probate administration, immigration and business