funds management; investment management; investment advice; financial services; financial advice; financial analysis; financial risk management; financial brokerage; financial research; financial information services; administrative services for investments; insurance services

Investing of funds; social impact investing; investment advice; financial services; financial advice; financial analysis; financial asset management; financial risk management; financial brokerage; financial research; monitoring of financial portfolios; financial information services; tax advice (financial); charitable services, namely financial services; conducting financial feasibility studies; collection of financial information; administrative services relating to investments; pension and retirement and superannuation plans and funds; retirement payment services; advice relating to investment for retirement; investment trust management; banking; insurance; financial affairs; monetary affairs; real estate affairs