Financial advisory and consultancy services, namely, financial management services; asset and portfolio management services; investment portfolio management; financial reporting management; management of listed securities; management of portfolios comprising securities; investment advisory and investment management services; stock investment management; segregated fund management; automated investment management; financial investment advisory services; financial management advisory services; investment counselling; Financial advisory and consultancy services, namely, financial planning and portfolio management; financial analysis and research services; financial portfolio analysis services; financial investment services in the fields of securities; financial investments in the field of exchange-traded funds; financial planning services; financial planning services for retirement; wealth management services; financial risk management services; foreign exchange risk management; providing information regarding financial investment strategies; Financial advisory and consultancy services, namely, providing stock market investment information and research in the field of financial planning and financial investments; financial consultancy in the field of risk management; financial research in the field of risk management; financial risk management consultation; liquidity risk management; securities market research services, namely constructing model portfolios of securities; providing investment management services and customized investment portfolios to private clients; Financial advisory and consultancy services, namely, public equity investment management; securities portfolio management; financial investment analysis and research; trading of financial instruments