Business acquisition and merger consultation; business management; business consultation regarding business transition planning; business management of wills and personal contracts; tax planning and tax return preparation

Management of investment funds and assets on behalf of financial institutions, corporations and individuals; corporate financing, merchant banking, financing mergers and acquisitions, security brokerage services, namely placement, underwriting and selling of securities including common shares, preferred shares, partnership units and debt instruments, venture capital services namely providing financing to emerging and start-up companies; financial advisory services namely cash flow analysis, planning, and management, investment planning and management, education funding, retirement and estate planning, and structuring, cash and debt management, transition planning and management for business owners in the nature of asset acquisition, consultation, development and management services for business in transition, structuring and arrangement of financing, insurance, financial management and consultation in the field of wills and personal contracts, structuring and arranging estate freezes, holding companies, trusts and foundations; investment advice in the field of the creation and structuring of investment vehicles, the completion of offerings to investors, and the identification, selection and monitoring of suitable investments; real estate investment services in the fields of commercial and residential real estate development namely land acquisition, project design, construction, financing and leasing of real estate projects and commercial and residential property management services; acting as custodian, registrar and transfer agent for securities investments; management of financial service products related to oil and gas resources; oil and gas exploration, development and acquisition of oil and gas, oil and gas production