EXPERIOR

Class [036]
Financial asset management services; investment-related services, namely, investment management, investment advisory services, institutional investment management and advisory services, financial portfolio management, financial consulting related to financial portfolios, and investment of funds for others in instruments such as stocks, bonds, exchange traded funds, mutual funds, derivatives, hedge funds, and private equity funds; provision of information in the fields of banking services, fund investment, asset management, and financial services, namely, financial management, financial planning, financial planning for retirement, financial evaluation for insurance purposes, mortgage financing, mortgage refinancing, loan financing, loan refinancing, and personal loans; Financial services, namely, savings accounts and chequing account services; bill payment services provided through automatic teller machines, over the telephone and over the Internet; provision of money orders, travellers' cheques, guaranteed investment certificates, registered retirement savings plans, mutual funds, term deposits, mortgage loans, personal loans and students loans, commercial loans and automobile loans; currency services namely foreign exchange; Financial and estate planning services, namely sale of mutual funds and registered retirement savings plan investments, management of trust funds, investment counselling, financial planning, and financial advice; Insurance services