insurance services; venture capital services; asset and portfolio management services; funding services; advisory services relating to tax planning; business brokerage; fiduciary services; commercial lending; wealth management; superannuation [pension program] and retirement fund management services; estate planning; administration of investments; insurance consulting and advisory services; financial services; corporate finance consultancy; investment services; business investment services; financial analysis; advice on finance for retirement; financial advice; credit consultancy; crowdfunding; monetary services; providing financial information; fund raising services; capital investment services