April A. Aandal

Invesco Canada Ltd. is a Canadian mutual fund manager headquartered in Toronto, Ontario. The firm was founded in 1981 and formerly known as Invesco Trimark Ltd. and as AIM Funds Management, Inc. They are a subsidiary of Invesco Ltd. (NYSE: IVZ) in the US. Invesco Canada primarily provides investment advice to the Canadian Funds. In addition, the firm provides investment advice to investment companies, charitable organizations, pension plans, endowments, charities and corporations, banks, pooled investment vehicles, provincial or municipal government entities and insurance companies.

Scotia Capital (USA), Inc. (SCUSA) is a SEC-registered broker/dealer headquartered in New York City. The firm is a subsidiary of Scotia Holdings (USA) LLC, which is owned by The Bank of Nova Scotia (NYSE: BNS; TSE: BNS) in Canada. They provide debt research coverage on US investment grade and high yield debt markets. SCUSA focuses on 6 industries which includes automotive, financial services, healthcare, media and communications, REGAL - real estate/gaming and leisure and technology. They also focus on 4 main global sectors such as power, mining, infrastructure and oil & gas/energy.

The Fraser Institute operates as a non-partisan research and educational organization. It produces research about government actions in areas such as taxation, health care, aboriginal issues, education, economic freedom, energy, natural resources, and the environment. The company was founded by T. Patrick Boyle and Michael A. Walker in 1974 and is headquartered in Vancouver, Canada.

CI Investments, Inc. is a Canadian mutual fund manager headquartered in Toronto, Ontario. The firm was founded in 1965 as CI Mutual Funds, Inc. and adopted the name CI Investments in June 2005 to reflect its diverse line-up of investment options, including mutual funds, segregated funds, asset allocation programs, structured products and other alternative investments. They are a subsidiary of CI Financial Corp. (TSX: CIX). CI Investments manages money on behalf of Canadian investors and provide them with an increasingly comprehensive Canadian, global and industry funds.

Sionna Investment Managers, Inc. (SIM) is an independent registered mutual fund manager and investment adviser headquartered in Toronto, Ontario and was founded 2002. SIM manages mutual funds, individual managed assets and institutional portfolios.

TD Securities, Inc. is a Canadian broker/dealer headquartered in Toronto, Ontario. The firm is a subsidiary of The Toronto-Dominion Bank (NYSE, TSE: TD). TD Securities provides a wide range of capital market products and services to corporate, government and institutional clients. Their services also include the underwriting and distribution of new debt and equity issues, providing advice on strategic acquisitions and divestitures and executing daily trading and investment needs. The firm’s equity group provides research coverage of various sectors. Their fixed-income group provides a full range of underwriting sales and trading products for Canadian, US and European debt issuers and investors.

Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO.

LOM Asset Management Ltd. (LOM AM) is an asset management firm headquartered in Hamilton, Bermuda. The firm is a subsidiary of LOM Financial Ltd. (BSX: LOM). LOM AM provides investment solutions to high net-worth individuals and institutional clients across the globe.

Global Allocation Financial Group, Inc. is based in Peterborough, Canada. Global Allocation Financial Group, Inc. was acquired by Industrial Alliance Insurance & Financial Services, Inc. on March 04, 2003. Part of iA Financial Corp., Inc., Global Allocation Financial Group is a Canadian company that wholesales mutual funds.

Founded in 1997, Connor, Clark & Lunn Private Capital Ltd., a subsidiary of Connor, Clark & Lunn Financial Group, is an investment advisor headquartered in Vancouver, British Columbia. The firm manages assets for individuals, foundations and first nations

Cornerstone Investment Counsel Ltd. (Cornerstone) is an investment manager headquartered in Calgary, Alberta, Canada. The firm was founded in 2003 by Gary Cooper and Mike Gilchrist. They were acquired by Harbourfront Wealth Management, Inc. in 2024. Cornerstone provides cost-effective investment strategies and comprehensive wealth management solutions for entrepreneurs, business owners, professionals, families and individuals across Canada.

Cougar Global Investments Ltd. (Cougar Global) is a Canadian wealth management firm headquartered in Toronto, Ontario. The firm was founded by E. James Breech in 1993 and is a wholly-owned subsidiary of Raymond James International Canada, Inc., ultimately owned by Raymond James Financial, Inc. (NYSE: RJF) in the US. Cougar Global provides investment advisory services to certain sponsors under a number of Wrap Programs.

BrandProtect, Inc. provides internet threat detection services to monitor the entire social Internet spectrum and mitigate business risk arising from fraudulent or unauthorized online activity. The company was founded by Bradley Silver, Leslie Goldsmith, Hugh Hyndman and Colin Silver in 2001 and is headquartered in Mississauga, Canada.

FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA.

Alberta Investment Management Corp. (AIMCo) is the investment management subsidiary of State-owned Her Majesty the Queen in Right of Alberta. The firm was founded in 2008 and is headquartered in Edmonton, Alberta. AIMCo manages investments on behalf of public sector pension, endowment and special purpose funds as designated by the Alberta Ministry of Finance and Enterprise.

The Mutual Fund Dealers Association of Canada provides mandatory compliance credits for CE activities until December 1, 2023. The non-profit company is based in Toronto, Canada. The Canadian company offers resources to help investors become more informed about mutual funds and provides guidance for members regarding CRM2 requirements and implementation. The company was founded in 1998, and Mark T. Gordon has been the CEO of the company since 1998.

The Investment Industry Association of Canada is a member-based professional association that aims to advance the growth and development of the Canadian investment industry. The association is based in Toronto, Canada. Ian Russell has been the CEO of the Canadian company since 2006.

Lyons Asset Management, Inc. provides discretionary portfolio management services. The company was founded by Michael Lyon in 2005 and is headquartered in Oakville, Canada.

The Canadian Cancer Society operates as a non-profit organization that provides cancer charity services. It offers support and services and programs for the prevention and screening of cancer. The company was founded in 1938 and is headquartered in Toronto, Canada.

Part of CI Financial Corp., United Financial Corp. is a Canadian company that provides investment management services. The company is based in Toronto, Canada.

Flow Investment Services Corp. (Flow Investment) is a Canadian investment advisory firm headquartered in Toronto, Ontario. They were previously known as Aston Hill Asset Management, Inc. and as LOGiQ Asset Management Ltd. The firm is a subsidiary of Ninepoint Financial Group, Inc. Flow Investment provides investment management solutions to pension plans, foundations, endowments, insurance companies, family offices and other institutional clients in Canada.

Kira Talent, Inc. provides online video interview screening solutions. It allows recruiters and managers to record video questions and responses and embed them in their online application process. The company was founded by Emilie Cushman, Konrad Listwan-Ciesielski, Maxwell Brodie, and Edward Sun in March 2012 and is headquartered in Toronto, Canada.

NEXT Canada provides founder development mentorship, education and networking. The company was founded by Ajay Agarwal, Reza Satchu, Claudia Hepburn and Tim Hodgson in 2010 and is headquartered in Ontario, Canada.

Canavan Capital operates as an investment firm. The private company is based in Toronto, Canada.

Kids & Co Ltd. provides educational services. Its curriculum is designed to involve children in experiences that enhance language, literacy, music, movement, art and socialization. The company was founded by Victoria Sopik and Jennifer Nashmi in 1993 and is headquartered in Richmond Hill, Canada.

The National Arts Centre Foundation collaborates with artists and arts organizations across Canada to create a national stage for the performing arts. The private company is based in Ottawa, Canada. The Canadian company acts as a catalyst for performance, creation, and learning across the country. The NAC strives to be artistically adventurous in each of its programming streams. Recently, they partnered with Black Theatre Workshop to present their annual Artist Mentorship Program Industry Showcase, which features nine Black emerging artists across all theatrical disciplines. Additionally, they offer a Cultural Arts Studio that leads energizing dance classes designed for all ages and dance levels.

Kahu Capital Partners Ltd. is an independent investment advisory firm headquartered in Nassau, Bahamas. The firm was founded by Alexandar Zivic in 2018. It provides investment advice to individual and institutional clients.

The Canadian Institute of Actuaries operates as a grant making foundation for education and environmental initiatives.