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Description:
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(1) - General insurance services; insurance services of individual and collective person, namely life insurance, disability insurance, health insurance and critical illness insurance, medical insurance, accident insurance, dental insurance, loan insurance, hospitalization insurance, home care insurance, travel insurance; mortgage insurance services; credit insurance services; special risks insurance services; Financial administration and sale of savings and retirement products, namely registered retirement savings plans, non-registered retirement savings plans, registered education savings plans, locked-in retirement accounts, retirement income registered funds, life income funds, annuities and fixed-term annuities; Financial administration and sale of investment options, namely guaranteed interest investments, secured stock-market investment, segregated funds, mutual funds and securities; Brokerage of mutual funds; Loan services, namely investment loans, RRSP lines of credit, RESP loans; subscription and administration of residential and commercial mortgage loans. Damage insurance services, namely car insurance, home insurance, liability insurance, travel insurance; Financial investment counselling; Portfolio management of segregated funds and mutual funds; Securities brokerage; Additional trust services for life insurance and annuity services, namely investment management, investment of funds for others, maintaining fiduciary deposit accounts for investments; Real estate investment management services and development of buildings, namely rental property planning services in commercial matters; Promoting the sale of goods and services through the distribution of promotional printed material, distribution and financing after-sales service of products for motor vehicles, namely extended warranties, replacement insurance, credit insurance, appearance products, anti-theft coverage and roadside assistance; administration of extended warranties and insurance policies for motor vehicles; Training in the field of customer service in the field of finances, insurance, financing, banking negotiations, protection of motor vehicles and extended warranties. Management, administration and distribution of investment funds; management and administration of investment fund companies. Mortgage brokerage services. Customer service in the field of financial securities, investment and financial planning services, financial counseling service, assistance with retirement financial planning, financial planning assistance, analysis of financial condition of customers and their needs , wealth management, asset management, business development in the field of financial securities, investment and financial planning services; operation of a web platform allowing administrators to manage their group insurance plan; operation of a database providing information on health and work and allowing daily administration of group insurance plans; promotion of health and well-being of people through the diffusion of information about health and wellness via a computer database, website, email, telephone and educational activities on health and wellness; collection and analysis of data on health and well-being of individuals and groups of people for the design of health profiles and statistical reports.
(2) - Printed publications, namely, newsletters, brochures, pamphlets and books, and financial information stored on central server systems, individual hard drives, external hard drives, backup systems, floppy disks, CD-ROMs, audio cassettes or video in newsletters form, brochures, pamphlets and books, all in the field of financial securities, investment and financial planning services. Retirement planning tools, namely software allowing to calculate disposable income in retirement; computer programs for document management; computer programs for generating portfolio reports in the field of financial securities, investment and financial planning services; software for the management and calculation of credit insurance premiums and loans; software for evaluating the financial performance of companies in the field of financial securities, investment and financial planning services; software to analyze financial profits; certificates of securities in paper form, flyers and pocket memorandum books.
(3) - Printed publications, namely, newsletters, brochures, pamphlets and books, and financial information stored on central server systems, individual hard drives, external hard drives, backup systems, floppy disks, CD-ROMs, audio cassettes or video in newsletters form, brochures, pamphlets and books, all in the field of financial securities, investment and financial planning services. Retirement planning tools, namely software allowing to calculate disposable income in retirement; computer programs for document management; computer programs for generating portfolio reports in the field of financial securities, investment and financial planning services; software for the management and calculation of credit insurance premiums and loans; software for evaluating the financial performance of companies in the field of financial securities, investment and financial planning services; software to analyze financial profits; certificates of securities in paper form, flyers and pocket memorandum books.
(4) - General insurance services; insurance services of individual and collective person, namely life insurance, disability insurance, health insurance and critical illness insurance, medical insurance, accident insurance, dental insurance, loan insurance, hospitalization insurance, home care insurance, travel insurance; mortgage insurance services; credit insurance services; special risks insurance services; Financial administration and sale of savings and retirement products, namely registered retirement savings plans, non-registered retirement savings plans, registered education savings plans, locked-in retirement accounts, retirement income registered funds, life income funds, annuities and fixed-term annuities; Financial administration and sale of investment options, namely guaranteed interest investments, secured stock-market investment, segregated funds, mutual funds and securities; Brokerage of mutual funds; Loan services, namely investment loans, RRSP lines of credit, RESP loans; subscription and administration of residential and commercial mortgage loans. Damage insurance services, namely car insurance, home insurance, liability insurance, travel insurance; Financial investment counselling; Portfolio management of segregated funds and mutual funds; Securities brokerage; Additional trust services for life insurance and annuity services, namely investment management, investment of funds for others, maintaining fiduciary deposit accounts for investments; Real estate investment management services and development of buildings, namely rental property planning services in commercial matters; Promoting the sale of goods and services through the distribution of promotional printed material, distribution and financing after-sales service of products for motor vehicles, namely extended warranties, replacement insurance, credit insurance, appearance products, anti-theft coverage and roadside assistance; administration of extended warranties and insurance policies for motor vehicles; Training in the field of customer service in the field of finances, insurance, financing, banking negotiations, protection of motor vehicles and extended warranties. Management, administration and distribution of investment funds; management and administration of investment fund companies. Mortgage brokerage services. Customer service in the field of financial securities, investment and financial planning services, financial counseling service, assistance with retirement financial planning, financial planning assistance, analysis of financial condition of customers and their needs , wealth management, asset management, business development in the field of financial securities, investment and financial planning services; operation of a web platform allowing administrators to manage their group insurance plan; operation of a database providing information on health and work and allowing daily administration of group insurance plans; promotion of health and well-being of people through the diffusion of information about health and wellness via a computer database, website, email, telephone and educational activities on health and wellness; collection and analysis of data on health and well-being of individuals and groups of people for the design of health profiles and statistical reports.
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