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1-Up Holdings Corp.

14 Marks
Corp.
First Filed:Apr 30, 2024Latest Filed:Oct 11, 2024Address:181 Bay Street, Suite 2500, Toronto, ONTARIO, M5J2T3, CA

Portfolio Overview

Top Classes

Class 16
Paper Goods and Printed Matter
7(50%)
Class 41
Education and Entertainment
7(50%)
Class 36
Insurance, Financial Services & Real Estate
7(50%)

TTAB Proceedings

No litigation activity

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Trademark Portfolio

14 results

(current & previous marks)

Refine by Mark/Description🔽
Filed
Registered
Last Activity
98796958
98796958
Service Mark
Design
REGISTERED
Owner:
Serial:98796958
Filed:Oct 11, 2024
Classes:36
Registration:7999715
Registered:Oct 28, 2025
Description: Arranging of loans; brokerage of financial derivatives; brokerage of futures; corporate trustee services; managing and administering investment funds; managing and administering mutual funds; debt restructuring services for commercial loans; estate trust management; estate planning; exchange-traded fund management for private clients; financial administration of capital investment; financial administration of fund investment; financial administration of stocks; financial affairs management and private equity fund investment services; financial consultancy relating to loans; financial investment services in the fields of certificates of deposit; financial management; financial management of retirement accounts; financial placement of private equity funds for others; financial restructuring services; financial services, namely, raising money for the hedge funds of others; financial restructuring services relating to business acquisitions and mergers; financial transactions clearing services; financial trust administration; financial trust management; financial trust planning; futures exchange services; hedge fund investment services; insurance brokerage; insurance brokerage in the field of life, accident, sickness and segregated funds products; investment trust management; loan financing services; loan services, namely, arranging of loans; management of private equity funds; mutual fund advisory services; mutual fund analysis services; mutual fund distribution; mutual fund investment services; mutual fund management; mutual funds development services; pension fund management; financial management of pooled investment funds; private equity fund investment services; private financial placement of hedge funds for others; private financial placement of securities and derivatives for others; providing private equity and investment funding; securities brokerage; investment of funds for others in the field of securities; securities lending; financial management in the field of securities portfolios; securities underwriting; financial management in the field of segregated investment funds; trading of securities index futures; financial services, namely, wealth management services
98796943
98796943
Trademark
Design
REGISTERED
Owner:
Serial:98796943
Filed:Oct 11, 2024
Classes:9, 16, 41
Registration:8008060
Registered:Nov 4, 2025
Description: Non-downloadable Electronic publications, namely reports, white papers and charts in the fields of wealth management, charitable fund-raising, financial tax planning, private equity, entrepreneurship, financial planning, financial research, investments and securities; Non-downloadable electronic publications in the nature of brochures, magazines, newsletters, pamphlets and manuals in the fields of wealth management, charitable fund-raising, financial tax planning, private equity, entrepreneurship, financial planning, financial research, investments and securities; Downloadable Electronic publications, namely reports, white papers and charts in the fields of wealth management, charitable fund-raising, financial tax planning, private equity, entrepreneurship, financial planning, financial research, investments and securities; downloadable electronic publications in the nature of brochures, magazines, newsletters, pamphlets and manuals in the fields of wealth management, charitable fund-raising, financial tax planning, private equity, entrepreneurship, financial planning, financial research, investments and securities; Printed publications, namely, Brochures, magazines, manuals, newsletters, pamphlets, and research reports in the fields of wealth management, charitable fund-raising, financial tax planning, private equity, entrepreneurship, financial planning, financial research, investments and securities; Printed publications, namely white papers and charts in the fields of wealth management, charitable fund-raising, financial tax planning, private equity, entrepreneurship, financial planning, financial research, investments and securities
VENTUM DONOR-ADVISED FOUNDATION
REGISTERED
Owner:
Serial:98796935
Filed:Oct 11, 2024
Classes:9, 16, 41
Registration:8091416
Registered:Jan 6, 2026
Description: Non-downloadable electronic publications, namely reports, white papers and charts in the fields of wealth management, charitable fund-raising, financial tax planning, private equity, entrepreneurship, financial planning, financial research, investments and securities; Non-downloadable electronic publications in the nature of brochures, magazines, newsletters, pamphlets and manuals in the fields of wealth management, charitable fund-raising, financial tax planning, private equity, entrepreneurship, financial planning, financial research, investments and securities; Downloadable electronic publications, namely reports, white papers and charts in the fields of wealth management, charitable fund-raising, financial tax planning, private equity, entrepreneurship, financial planning, financial research, investments and securities; downloadable electronic publications in the nature of brochures, magazines, newsletters, pamphlets and manuals in the fields of wealth management, charitable fund-raising, financial tax planning, private equity, entrepreneurship, financial planning, financial research, investments and securities; Printed publications, namely, brochures, magazines, manuals, newsletters, pamphlets, and research reports in the fields of wealth management, charitable fund-raising, financial tax planning, private equity, entrepreneurship, financial planning, financial research, investments and securities; Printed publications, namely white papers and charts in the fields of wealth management, charitable fund-raising, financial tax planning, private equity, entrepreneurship, financial planning, financial research, investments and securities; the words "DONOR-ADVISED" and the word "FOUNDATION"
VENTUM DONOR-ADVISED FOUNDATION
REGISTERED
Owner:
Serial:98796951
Filed:Oct 11, 2024
Classes:36
Registration:8091418
Registered:Jan 6, 2026
Description: Arranging of loans; brokerage of financial derivatives; brokerage of futures; corporate trustee services; managing and administering investment funds; managing and administering mutual funds; debt restructuring services for commercial loans; estate trust management; estate planning; exchange-traded fund management for private clients; financial administration of capital investment; financial administration of fund investment; financial administration of stocks; financial affairs management and private equity fund investment services; financial consultancy relating to loans; financial investment services in the fields of certificates of deposit; financial management; financial management of retirement accounts; financial placement of private equity funds for others; financial restructuring services; financial services, namely, raising money for the hedge funds of others; financial restructuring services relating to business acquisitions and mergers; financial transactions clearing services; financial trust administration; financial trust management; financial trust planning; futures exchange services; hedge fund investment services; insurance brokerage; insurance brokerage in the field of life, accident, sickness and segregated funds products; investment trust management; loan financing services; loan services, namely, arranging of loans; management of private equity funds; mutual fund advisory services; mutual fund analysis services; mutual fund distribution; mutual fund investment services; mutual fund management; mutual funds development services; pension fund management; financial management of pooled investment funds; private equity fund investment services; private financial placement of hedge funds for others; private financial placement of securities and derivatives for others; providing private equity and investment funding; securities brokerage; investment of funds for others in the field of securities; securities lending; financial management in the field of securities portfolios; securities underwriting; financial management in the field of segregated investment funds; trading of securities index futures; financial services, namely, wealth management services; the words "DONOR-ADVISED" and the word "FOUNDATION"
VENTUM FOUNDATION
VENTUM FOUNDATION
Trademark
Word
REGISTERED
Owner:
Serial:98796939
Filed:Oct 11, 2024
Classes:9, 16, 41
Registration:8008059
Registered:Nov 4, 2025
Description: Non-downloadable Electronic publications, namely reports, white papers and charts in the fields of wealth management, charitable fund-raising, financial tax planning, private equity, entrepreneurship, financial planning, financial research, investments and securities; Non-downloadable electronic publications in the nature of brochures, magazines, newsletters, pamphlets and manuals in the fields of wealth management, charitable fund-raising, financial tax planning, private equity, entrepreneurship, financial planning, financial research, investments and securities; Downloadable Electronic publications, namely reports, white papers and charts in the fields of wealth management, charitable fund-raising, financial tax planning, private equity, entrepreneurship, financial planning, financial research, investments and securities; downloadable electronic publications in the nature of brochures, magazines, newsletters, pamphlets and manuals in the fields of wealth management, charitable fund-raising, financial tax planning, private equity, entrepreneurship, financial planning, financial research, investments and securities; Printed publications, namely, Brochures, magazines, manuals, newsletters, pamphlets, and research reports in the fields of wealth management, charitable fund-raising, financial tax planning, private equity, entrepreneurship, financial planning, financial research, investments and securities; Printed publications, namely white papers and charts in the fields of wealth management, charitable fund-raising, financial tax planning, private equity, entrepreneurship, financial planning, financial research, investments and securities; "FOUNDATION"
VENTUM FOUNDATION
VENTUM FOUNDATION
Service Mark
Word
REGISTERED
Owner:
Serial:98796952
Filed:Oct 11, 2024
Classes:36
Registration:7999714
Registered:Oct 28, 2025
Description: Arranging of loans; brokerage of financial derivatives; brokerage of futures; corporate trustee services; managing and administering investment funds; managing and administering mutual funds; debt restructuring services for commercial loans; estate trust management; estate planning; exchange-traded fund management for private clients; financial administration of capital investment; financial administration of fund investment; financial administration of stocks; financial affairs management and private equity fund investment services; financial consultancy relating to loans; financial investment services in the fields of certificates of deposit; financial management; financial management of retirement accounts; financial placement of private equity funds for others; financial restructuring services; financial services, namely, raising money for the hedge funds of others; financial restructuring services relating to business acquisitions and mergers; financial transactions clearing services; financial trust administration; financial trust management; financial trust planning; futures exchange services; hedge fund investment services; insurance brokerage; insurance brokerage in the field of life, accident, sickness and segregated funds products; investment trust management; loan financing services; loan services, namely, arranging of loans; management of private equity funds; mutual fund advisory services; mutual fund analysis services; mutual fund distribution; mutual fund investment services; mutual fund management; mutual funds development services; pension fund management; financial management of pooled investment funds; private equity fund investment services; private financial placement of hedge funds for others; private financial placement of securities and derivatives for others; providing private equity and investment funding; securities brokerage; investment of funds for others in the field of securities; securities lending; financial management in the field of securities portfolios; securities underwriting; financial management in the field of segregated investment funds; trading of securities index futures; financial services, namely, wealth management services; "FOUNDATION"
VENTUM INSURANCE SERVICES
REGISTERED
Owner:
Serial:98796946
Filed:Oct 11, 2024
Classes:9, 16, 41
Registration:8091417
Registered:Jan 6, 2026
Description: Non-downloadable electronic publications, namely reports, white papers and charts in the fields of wealth management, charitable fund-raising, financial tax planning, private equity, entrepreneurship, financial planning, financial research, investments and securities; Non-downloadable electronic publications in the nature of brochures, magazines, newsletters, pamphlets and manuals in the fields of wealth management, charitable fund-raising, financial tax planning, private equity, entrepreneurship, financial planning, financial research, investments and securities; Downloadable electronic publications, namely reports, white papers and charts in the fields of wealth management, charitable fund-raising, financial tax planning, private equity, entrepreneurship, financial planning, financial research, investments and securities; downloadable electronic publications in the nature of brochures, magazines, newsletters, pamphlets and manuals in the fields of wealth management, charitable fund-raising, financial tax planning, private equity, entrepreneurship, financial planning, financial research, investments and securities; Printed publications, namely, brochures, magazines, manuals, newsletters, pamphlets, and research reports in the fields of wealth management, charitable fund-raising, financial tax planning, private equity, entrepreneurship, financial planning, financial research, investments and securities; Printed publications, namely white papers and charts in the fields of wealth management, charitable fund-raising, financial tax planning, private equity, entrepreneurship, financial planning, financial research, investments and securities; the word "INSURANCE" and the word "SERVICES"
VENTUM INSURANCE SERVICES
REGISTERED
Owner:
Serial:98796956
Filed:Oct 11, 2024
Classes:36
Registration:8218104
Registered:Apr 21, 2026
Description: Arranging of loans; brokerage of financial derivatives; brokerage of futures; corporate trustee services; managing and administering investment funds; managing and administering mutual funds; debt restructuring services for commercial loans; estate trust management; estate planning; exchange-traded fund management for private clients; financial administration of capital investment; financial administration of fund investment; financial administration of stocks; financial affairs management and private equity fund investment services; financial consultancy relating to loans; financial investment services in the fields of certificates of deposit; financial management; financial management of retirement accounts; financial placement of private equity funds for others; financial restructuring services; financial services, namely, raising money for the hedge funds of others; financial restructuring services relating to business acquisitions and mergers; financial transactions clearing services; financial trust administration; financial trust management; financial trust planning; futures exchange services; hedge fund investment services; insurance brokerage; insurance brokerage in the field of life, accident, sickness and segregated funds products; investment trust management; loan financing services; loan services, namely, arranging of loans; management of private equity funds; mutual fund advisory services; mutual fund analysis services; mutual fund distribution; mutual fund investment services; mutual fund management; mutual funds development services; pension fund management; financial management of pooled investment funds; private equity fund investment services; private financial placement of hedge funds for others; private financial placement of securities and derivatives for others; providing private equity and investment funding; securities brokerage; investment of funds for others in the field of securities; securities lending; financial management in the field of securities portfolios; securities underwriting; financial management in the field of segregated investment funds; trading of securities index futures; financial services, namely, wealth management services; the word "INSURANCE" and the word "SERVICES"
VENTUM CAPITAL MARKETS
REGISTERED
Owner:
Serial:98527517
Filed:Apr 30, 2024
Classes:9, 16, 41
Registration:7980515
Registered:Oct 14, 2025
Description: Non-downloadable electronic publications, namely reports, white papers and charts in the fields of wealth management, private equity, entrepreneurship, financial planning, financial research, investments and securities; non-downloadable electronic publications in the nature of brochures in the fields of wealth management, private equity, entrepreneurship, financial planning, financial research, investments and securities; non-downloadable electronic publications in the nature of magazines in the fields of wealth management, private equity, entrepreneurship, financial planning, financial research, investments and securities; nondownloadable electronic publications in the nature of newsletters in the fields of wealth management, private equity, entrepreneurship, financial planning, financial research, investments and securities; non-downloadable electronic publications in the nature of pamphlets in the fields of wealth management, private equity, entrepreneurship, financial planning, financial research, investments and securities; non-downloadable electronic publications in the nature of manuals in the fields of wealth management, private equity, entrepreneurship, financial planning, financial research, investments and securities; Downloadable electronic publications, namely reports, white papers and charts in the fields of wealth management, private equity, entrepreneurship, financial planning, financial research, investments and securities; Downloadable electronic publications in the nature of brochures in the fields of wealth management, private equity, entrepreneurship, financial planning, financial research, investments and securities; downloadable electronic publications in the nature of magazines in the fields of wealth management, private equity, entrepreneurship, financial planning, financial research, investments and securities; downloadable electronic publications in the nature of newsletters in the fields of wealth management, private equity, entrepreneurship, financial planning, financial research, investments and securities; downloadable electronic publications in the nature of pamphlets in the fields of wealth management, private equity, entrepreneurship, financial planning, financial research, investments and securities; downloadable electric publications in the nature of manuals in the fields of wealth management, private equity, entrepreneurship, financial planning, financial research, investments and securities; Printed brochures in the fields of wealth management, private equity, entrepreneurship, financial planning, financial research, investments and securities; Printed magazines in the fields of wealth management, private equity, entrepreneurship, financial planning, financial research, investments and securities; Printed manuals in the fields of wealth management, private equity, entrepreneurship, financial planning, financial research, investments and securities; Printed newsletters in the fields of wealth management, private equity, entrepreneurship, financial planning, financial research, investments and securities; Printed pamphlets in the fields of wealth management, private equity, entrepreneurship, financial planning, financial research, investments and securities; printed research reports in the fields of wealth management, private equity, entrepreneurship, financial planning, financial research, investments and securities; printed publications, namely white papers and charts in the fields of wealth management, private equity, entrepreneurship, financial planning, financial research, investments and securities; "CAPITAL MARKETS"
VENTUM CAPITAL MARKETS
VENTUM CAPITAL MARKETS
Service Mark
Word
REGISTERED
Owner:
Serial:98527503
Filed:Apr 30, 2024
Classes:36, 42
Registration:7972317
Registered:Oct 7, 2025
Description: Arranging of loans; brokerage of financial derivatives; brokerage of futures; corporate trustee services; managing and administering investment funds; managing and administering mutual funds; debt restructuring for commercial loans; estate trust management; estate planning; exchange-traded fund management for private clients; financial administration of capital investment; financial administration of fund investment; financial administration of stocks; financial affairs management and private equity fund investment services; financial consultancy relating to loans; financial investment services in the fields of certificates of deposit; financial management; financial management of retirement accounts; financial placement of private equity funds for others; financial restructuring services; financial services, namely, raising money for the hedge funds of others; financial restructuring services relating to business acquisitions and mergers; financial transactions clearing services; financial trust administration; financial trust management; financial trust planning; futures exchange services; hedge fund investment services; insurance brokerage; insurance brokerage in the field of life, accident, sickness and segregated funds products; investment trust management; loan financing services; loan services, namely, arranging of loans; management of private equity funds; mutual fund advisory services; mutual fund analysis services; mutual fund distribution; mutual fund investment services; mutual fund management; mutual fund development services; pension fund management; financial management of pooled investment funds; private equity fund investment services; private financial placement of hedge funds for others; private financial placement of securities and derivatives for others; providing private equity and investment funding; securities brokerage; investment of funds for others in the fields of securities; securities lending; financial management in the field of securities portfolios; securities underwriting; financial management of segregated investment funds; trading of securities index futures; financial services, namely, wealth management services; "CAPITAL MARKETS"; Providing temporary use of online non-downloadable software for constructing model portfolios of securities for securities market research
VENTUM FINANCIAL
VENTUM FINANCIAL
Service Mark
Word
REGISTERED
Owner:
Serial:98527492
Filed:Apr 30, 2024
Classes:36, 42
Registration:7972315
Registered:Oct 7, 2025
Description: Arranging of loans; brokerage of financial derivatives; brokerage of futures; corporate trustee services; managing and administering investment funds; managing and administering mutual funds; debt restructuring for commercial loans; estate trust management; estate planning; exchange-traded fund management for private clients; financial administration of capital investment; financial administration of fund investment; financial administration of stocks; financial affairs management and private equity fund investment services; financial consultancy relating to loans; financial investment services in the fields of certificates of deposit; financial management; financial management of retirement accounts; financial placement of private equity funds for others; financial restructuring services; financial services, namely, raising money for the hedge funds of others; financial restructuring services relating to business acquisitions and mergers; financial transactions clearing services; financial trust administration; financial trust management; financial trust planning; futures exchange services; hedge fund investment services; insurance brokerage; insurance brokerage in the field of life, accident, sickness and segregated funds products; investment trust management; loan financing services; loan services, namely, arranging of loans; management of private equity funds; mutual fund advisory services; mutual fund analysis services; mutual fund distribution; mutual fund investment services; mutual fund management; mutual fund development services; pension fund management; financial management of pooled investment funds; private equity fund investment services; private financial placement of hedge funds for others; private financial placement of securities and derivatives for others; providing private equity and investment funding; securities brokerage; investment of funds for others in the fields of securities; securities lending; financial management in the field of securities portfolios; securities underwriting; financial management of segregated investment funds; trading of securities index futures; financial services, namely, wealth management services; "FINANCIAL"; Providing temporary use of online non-downloadable software for constructing model portfolios of securities for securities market research
VENTUM FINANCIAL
VENTUM FINANCIAL
Trademark
Word
REGISTERED
Owner:
Serial:98527509
Filed:Apr 30, 2024
Classes:9, 16, 41
Registration:7980513
Registered:Oct 14, 2025
Description: Non-downloadable electronic publications, namely reports, white papers and charts in the fields of wealth management, private equity, entrepreneurship, financial planning, financial research, investments and securities; non-downloadable electronic publications in the nature of brochures in the fields of wealth management, private equity, entrepreneurship, financial planning, financial research, investments and securities; non-downloadable electronic publications in the nature of magazines in the fields of wealth management, private equity, entrepreneurship, financial planning, financial research, investments and securities; nondownloadable electronic publications in the nature of newsletters in the fields of wealth management, private equity, entrepreneurship, financial planning, financial research, investments and securities; non-downloadable electronic publications in the nature of pamphlets in the fields of wealth management, private equity, entrepreneurship, financial planning, financial research, investments and securities; non-downloadable electronic publications in the nature of manuals in the fields of wealth management, private equity, entrepreneurship, financial planning, financial research, investments and securities; Downloadable electronic publications, namely reports, white papers and charts in the fields of wealth management, private equity, entrepreneurship, financial planning, financial research, investments and securities; Downloadable electronic publications in the nature of brochures in the fields of wealth management, private equity, entrepreneurship, financial planning, financial research, investments and securities; downloadable electronic publications in the nature of magazines in the fields of wealth management, private equity, entrepreneurship, financial planning, financial research, investments and securities; downloadable electronic publications in the nature of newsletters in the fields of wealth management, private equity, entrepreneurship, financial planning, financial research, investments and securities; downloadable electronic publications in the nature of pamphlets in the fields of wealth management, private equity, entrepreneurship, financial planning, financial research, investments and securities; downloadable electric publications in the nature of manuals in the fields of wealth management, private equity, entrepreneurship, financial planning, financial research, investments and securities; Printed brochures in the fields of wealth management, private equity, entrepreneurship, financial planning, financial research, investments and securities; Printed magazines in the fields of wealth management, private equity, entrepreneurship, financial planning, financial research, investments and securities; Printed manuals in the fields of wealth management, private equity, entrepreneurship, financial planning, financial research, investments and securities; Printed newsletters in the fields of wealth management, private equity, entrepreneurship, financial planning, financial research, investments and securities; Printed pamphlets in the fields of wealth management, private equity, entrepreneurship, financial planning, financial research, investments and securities; printed research reports in the fields of wealth management, private equity, entrepreneurship, financial planning, financial research, investments and securities; printed publications, namely white papers and charts in the fields of wealth management, private equity, entrepreneurship, financial planning, financial research, investments and securities; "FINANCIAL"
VENTUM PRIVATE CLIENT SERVICES
REGISTERED
Owner:
Serial:98527512
Filed:Apr 30, 2024
Classes:9, 16, 41
Registration:7980514
Registered:Oct 14, 2025
Description: Non-downloadable electronic publications, namely reports, white papers and charts in the fields of wealth management, private equity, entrepreneurship, financial planning, financial research, investments and securities; non-downloadable electronic publications in the nature of brochures in the fields of wealth management, private equity, entrepreneurship, financial planning, financial research, investments and securities; non-downloadable electronic publications in the nature of magazines in the fields of wealth management, private equity, entrepreneurship, financial planning, financial research, investments and securities; nondownloadable electronic publications in the nature of newsletters in the fields of wealth management, private equity, entrepreneurship, financial planning, financial research, investments and securities; non-downloadable electronic publications in the nature of pamphlets in the fields of wealth management, private equity, entrepreneurship, financial planning, financial research, investments and securities; non-downloadable electronic publications in the nature of manuals in the fields of wealth management, private equity, entrepreneurship, financial planning, financial research, investments and securities; Downloadable electronic publications, namely reports, white papers and charts in the fields of wealth management, private equity, entrepreneurship, financial planning, financial research, investments and securities; Downloadable electronic publications in the nature of brochures in the fields of wealth management, private equity, entrepreneurship, financial planning, financial research, investments and securities; downloadable electronic publications in the nature of magazines in the fields of wealth management, private equity, entrepreneurship, financial planning, financial research, investments and securities; downloadable electronic publications in the nature of newsletters in the fields of wealth management, private equity, entrepreneurship, financial planning, financial research, investments and securities; downloadable electronic publications in the nature of pamphlets in the fields of wealth management, private equity, entrepreneurship, financial planning, financial research, investments and securities; downloadable electric publications in the nature of manuals in the fields of wealth management, private equity, entrepreneurship, financial planning, financial research, investments and securities; Printed brochures in the fields of wealth management, private equity, entrepreneurship, financial planning, financial research, investments and securities; Printed magazines in the fields of wealth management, private equity, entrepreneurship, financial planning, financial research, investments and securities; Printed manuals in the fields of wealth management, private equity, entrepreneurship, financial planning, financial research, investments and securities; Printed newsletters in the fields of wealth management, private equity, entrepreneurship, financial planning, financial research, investments and securities; Printed pamphlets in the fields of wealth management, private equity, entrepreneurship, financial planning, financial research, investments and securities; printed research reports in the fields of wealth management, private equity, entrepreneurship, financial planning, financial research, investments and securities; printed publications, namely white papers and charts in the fields of wealth management, private equity, entrepreneurship, financial planning, financial research, investments and securities; "PRIVATE CLIENT SERVICES"
VENTUM PRIVATE CLIENT SERVICES
REGISTERED
Owner:
Serial:98527496
Filed:Apr 30, 2024
Classes:36, 42
Registration:7972316
Registered:Oct 7, 2025
Description: Arranging of loans; brokerage of financial derivatives; brokerage of futures; corporate trustee services; managing and administering investment funds; managing and administering mutual funds; debt restructuring for commercial loans; estate trust management; estate planning; exchange-traded fund management for private clients; financial administration of capital investment; financial administration of fund investment; financial administration of stocks; financial affairs management and private equity fund investment services; financial consultancy relating to loans; financial investment services in the fields of certificates of deposit; financial management; financial management of retirement accounts; financial placement of private equity funds for others; financial restructuring services; financial services, namely, raising money for the hedge funds of others; financial restructuring services relating to business acquisitions and mergers; financial transactions clearing services; financial trust administration; financial trust management; financial trust planning; futures exchange services; hedge fund investment services; insurance brokerage; insurance brokerage in the field of life, accident, sickness and segregated funds products; investment trust management; loan financing services; loan services, namely, arranging of loans; management of private equity funds; mutual fund advisory services; mutual fund analysis services; mutual fund distribution; mutual fund investment services; mutual fund management; mutual fund development services; pension fund management; financial management of pooled investment funds; private equity fund investment services; private financial placement of hedge funds for others; private financial placement of securities and derivatives for others; providing private equity and investment funding; securities brokerage; investment of funds for others in the fields of securities; securities lending; financial management in the field of securities portfolios; securities underwriting; financial management of segregated investment funds; trading of securities index futures; financial services, namely, wealth management services; "PRIVATE CLIENT SERVICES"; Providing temporary use of online non-downloadable software for constructing model portfolios of securities for securities market research