36 investment strategy and research; financial planning and strategy for retirement; management of retirement plans; venture capital financing; financial consulting and advising in the field of mergers and acquisitions; real estate investment advice and rental property management services; real estate advisory services; real estate brokerage; financial planning and tax registered financial planning; financial advice; financial management services related to the management of pooled investment funds and pension funds; custodial financial management and pension fund management services; financial asset management, namely, custody and settlement, securities administration, financial reporting and securities lending; syndicated loan financing, asset securitization and structured financing; estate trust management; credit services, namely, credit card services, loans and mortgage lending; debit card services; banking deposit services, namely, savings, checking and guaranteed investment accounts; providing lease financing for commercial equipment, financial transaction processing in the global securities, cash management, payments and trade business in select markets; trade financing services; fixed income research, brokerage and trading; trading of equities, equity derivatives, swaps and options; internet-secure electronic transaction solutions for ecommerce in the nature of Electronic funds transfer for processing electronic custody, banking, cash management, trade finance transactions and payments