Providing information, analysis and advice in the field of retail and institutional financial investment opportunities and development; providing business and market research services to investors; providing investment systems, risk analytics and strategic advice relating to investment opportunities; providing information and analysis relating to economic market data; providing business development information and advice to businesses; market reporting services; economic forecasting and analysis; providing information and analysis relating to economic market data; market analysis services; provision of business advice, consultancy and information services; tax and taxation planning, advice, information and consultancy services; tax preparation services; accounting services; accounting advisory services; accounting consultancy services

Investment advisory services; investment portfolio management services; financial, investment and insurance planning services; financial management services; estate planning services; mortgage financing services; mortgage lending and mortgage brokerage services; mortgage planning services; mortgage information services; provision of advice relating to financial instruments, securities, shares, options and other derivative products (including both public and private securities, commodities, currencies, and derivatives) to clients that include collective investment vehicles, private investment funds, hedge funds, mutual funds, venture capital funds, and separately managed accounts; financial services, including, financial analysis and consultation, and financial investments in the field of collective investment vehicles, private investment funds, venture capital funds, and separately managed accounts; asset management; acquisition, holding, administering and disposition of interests in financial instruments, securities, shares, options and other derivative products (including both public and private securities, commodities, currencies, and derivatives); advising clients in relation to the foregoing, including collective investment vehicles, private investment funds, hedge funds, mutual funds, venture capital funds, and separately managed accounts; financial analysis, consultation, forecasting, and research