Financial services, namely, financial advisory and consultancy services; Financial asset management; Financial planning and investment advisory services; Financial investment management and investment advisory services, namely, the investment of funds for private funds, endowments, foundations, institutional investors and high net worth individuals and families; Investment consultation and investment management; providing an economic conduit to support community-based charitable cause; Wealth Planning; Wealth Management for individuals and businesses; Financial planning, namely, advice-only financial planning for employees of organizations offered as a part of an employee benefits package