Very well.
Financial services are a rather complex area. There are financial services and there are also associated services which are more of an administrative nature. There was and there still is in the Excise Tax Act a rule stating that one should always verify what is exactly provided in the transaction since we are dealing with a tax on transactions. According to the rule, if more than 50% of the value of the components of the transaction represent financial services provided individually, everything is considered as financial services and is therefore tax-exempt.
I have no idea what your two advisers did exactly.