Publications, namely, newsletters, brochures, pamphlets, and financial information stored on central server systems, individual hard drives, external hard drives, backup systems and video in newsletters form, all in the field of financial securities, investment and financial planning services; retirement planning tools, computer programs for generating portfolio reports in the field of financial securities, investment and financial planning services.

Printed publications, namely, newsletters, brochures, and pamphlets all in the field of financial securities, investment and financial planning services; flyers, pocket memorandum books.

Development of buildings, namely rental property planning services in commercial matters; Promoting the sale of goods and services of others through the distribution of promotional printed material, distribution and financing after-sales service of products for motor vehicles, namely extended warranties, replacement insurance, credit insurance, appearance products, anti-theft coverage and roadside assistance; Customer service in the field of financial securities, investment and financial planning services, financial counseling service, assistance with retirement financial planning, financial planning assistance, analysis of financial condition of customers and their needs, wealth management, asset management, business development in the field of financial securities, investment and financial planning services; promotion of health and wellbeing of people through the diffusion of information about health and wellness via a computer database, website, email, telephone and educational activities on health and wellness; collection of personal information and analysis of data on people's health and well-being for the preparation and compilation of health profiles and statistical reports in the field of insurance protection plans, real estate and financial investments; administrative processing of insurance claims

General insurance services; insurance services of individual and collective person, namely life insurance, disability insurance, health insurance and critical illness insurance, medical insurance, accident insurance, dental insurance, loan insurance, hospitalization insurance, home care insurance, travel insurance; mortgage insurance services; credit insurance services; special risks insurance services; Financial administration and sale of savings products, namely registered retirement savings plans, non-registered retirement savings plans, registered education savings plans, locked-in retirement accounts, retirement income registered funds, first home savings account, life income funds, annuities and fixed-term annuities; Financial administration and sale of investment options, namely guaranteed interest investments, secured stock-market investment, segregated funds, mutual funds and securities; Brokerage of mutual funds; Loan services, namely investment loans, RRSP lines of credit, RESP loans; subscription and administration of residential and commercial mortgage loans. Damage insurance services, namely car insurance, home insurance, liability insurance, travel insurance; Financial investment counselling; Portfolio management of segregated funds and mutual funds; Securities brokerage; Additional trust services for life insurance and annuity services, namely investment management, investment of funds for others, maintaining fiduciary deposit accounts for investments; Management, administration and distribution of investment funds; management and administration of investment fund companies. Mortgage brokerage services; Real estate investment trust management services; providing extended warranties on automobiles; motor vehicle insurance services; financial trust operations; trust company services; savings and loan services

Training in the field of customer service in the field of finances, insurance, financing, loans, protection of motor vehicles and extended warranties.

Operation of a web platform allowing administrators to manage their group insurance plan, namely, platform as a service (PAAS) featuring computer operating software platforms allowing administrators to manage their group insurance plan; operation of a database providing information on health and work and allowing daily administration of group insurance plans, namely, providing temporary use of a non downloadable database software containing information on health and working conditions and allowing daily administration of group insurance plans; platform as a service (PAAS) featuring computer software platforms for use in the field of financial services for trading derivatives; platform as a service (PaaS) featuring a non-downloadable software for the sale of insurance plans and savings and loan services.