Financial services in the nature of an investment security; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, investment fund transfer and transaction services; Fund investment consultation; Funds investment; Hedge fund investment services; Investment advice; Investment advisory services; Investment banking services; Investment brokerage; Investment by electronic means; Investment consultation; Investment management; Investment management of and distribution of variable annuities; Investment of funds for others; Investment services, namely asset acquisition, consultation, development and management services; Issuance of bank checks; Issuing of bank cheques; Leveraged buy outs and investments in financially distressed or underperforming companies; Maintaining escrow accounts for investments; Management of a capital investment fund; Mortgage banking; Mortgage banking services, namely, origination, acquisition, servicing, securitization and brokerage of mortgage loans; Mortgage services, namely, buyer pre-qualification of mortgages for mortgage brokers and banks; Mutual fund investment; On-line banking services; Private equity fund investment services; Providing bank account information by telephone; Public equity investment management; Real estate investment; Savings bank services; Securities trading and investing services for others via the internet; Transfer agency services rendered to issuers of investment securities; Trust services, namely, investment and trust company services