36 Providing information, analysis and advice in the field of retail and institutional financial investment opportunities and development; providing information and advice in the field of investment management, financial risk analysis, and financial strategic planning relating to investment opportunities; providing financial risk assessment services relating to investment opportunities; investment advisory services; financial services, namely, investment portfolio management; financial, investment and insurance planning services; financial management services; estate planning services; mortgage financing services; mortgage lending and mortgage brokerage services; financial services, namely, mortgage planning; providing information in the field of mortgage financing and re-financing and securitization and brokerage of mortgage loans; provision of advice relating to financial instruments, securities, shares, options and other derivative products, namely, 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, namely, financial analysis and consultation, and financial investments in the field of collective investment vehicles, private investment funds, venture capital funds, and separately managed accounts; financial asset management; acquisition, holding, administering and disposition of interests in financial instruments, securities, shares, options and other derivative products, namely, 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, financial consultation, financial forecasting, and financial research.
Trademark: 97919353
