Barry Gordon

OMERS Administration Corp. (AC) is a Canadian pension fund manager headquartered in Toronto, Ontario. The firm manages the assets of the Ontario Municipal Employee Retirements System (OMERS) which was founded in 1962. Formerly known as the Ontario Municipal Employees Retirement Board, AC is responsible for pension services and administration, investments, and plan valuation on behalf of active, deferred and retired employees of nearly various municipalities, school boards, libraries, police and fire departments, and other local agencies in communities across Ontario.

TD Asset Management, Inc. (TDAM) is a Canadian investment management firm headquartered in Toronto, Ontario. The firm is a subsidiary of the Toronto-Dominion Bank (NYSE: TD), a Canadian chartered bank regulated by the Office of the Superintendent of Financial Institutions. Founded in 1987, TDAM provides discretionary investment management services to corporations, investment companies, pension funds/plans, endowments and foundations.

Founded in 1939, Scotia Capital, Inc. is a full-service financial services firm headquartered in Toronto, Ontario. The firm is a subsidiary of the Bank of Nova Scotia (NYSE: BNS) Their global operations are divided into two primary business units: (1) global corporate and investment banking and (2) global capital markets.

Mercer Investment Management, Inc. (Mercer) is a SEC-registered investment adviser and fund-of-funds manager headquartered in Boston, Massachusetts. The firm was founded in 2005 and is a wholly-owned subsidiary of Mercer (US) LLC, which is ultimately owned by Marsh & McLennan Cos., Inc. (NYSE: MMC). Mercer provides investment management and investment advisory services primarily to US and international institutions.

ONEX Canada Asset Management, Inc. (Investment Management) (OCAM-IM) is the investment management division of ONEX Canada Asset Management, Inc., an investment company headquartered in Toronto, Canada. Formerly known as Gluskin Sheff + Associates, Inc., the firm was founded by Ira Gluskin and Gerald Sheff in 1984 and is a subsidiary of ONEX Corp. (TSX: ONEX). OCAM-IM provides private and liquid market investment solutions to wealth advisors and their clients.

National Bank Financial, Inc. (NBF) is a Canadian mutual fund manager headquartered in Montréal, Quebec. The firm was founded in 1902 and is a direct subsidiary of National Bank Acquisition Holding, Inc., ultimately owned by National Bank of Canada (TSX: NA). NBF is an integrated firm that combines retail advisory and brokerage services with institutional brokerage, investment banking, corporate finance and securities clearing services for third parties.

IBM Canada Ltd. develops, manufactures and sells advanced information processing products. Its products include computers and microelectronic technology, software, networking and related services. The company was founded in 1917 and is headquartered in Markham, Canada.

RBC Dominion Securities, Inc. (RBCDS) is a Canadian broker/dealer headquartered in Toronto, Ontario. The firm was founded in 1901 and is a subsidiary of Royal Bank of Canada (TSE, NYSE: RY). RBCDS provides a full spectrum of brokerage services to retail and corporate clients.

Raymond James Ltd. (Broker) (Raymond James-Broker) is the broker/dealer division of Raymond James Ltd., a diversified financial services firm headquartered in Vancouver, British Columbia. The firm was founded in 1962 and is ultimately owned by Raymond James Financial, Inc. (NYSE: RJF), a US-based diversified holding company. Raymond James-Broker provides a full array of investment services to corporate and institutional clients.

Part of JPMorgan Chase & Co., JPMorgan Fleming Asset Management (USA), Inc. provides investment advice. The company is based in Wilmington, DE. The CEO of the company is Paul T. Bateman.

Guardian Capital Advisors LP (GCALP) is a Canadian wealth management firm headquartered in Toronto, Ontario. The firm was founded in 1999 and is a subsidiary of Guardian Partners Inc., which is owned by Guardian Capital Group Ltd. (TSX: GCG) (TSX: GCG.A). GCALP was created to specifically provide private wealth management for the company's high net worth clients.

Standard & Poor's Financial Services provides financial market intelligence services. It offers credit ratings, indices, risk evaluation, investment research and data to the financial decision-makers. The company was founded in 1860 and is headquartered in New York, NY.

CWB Wealth Partners Ltd. (CWB Wealth) is a Canadian investment management firm headquartered in Calgary, Alberta. Formerly known as CWB McLean & Partners Wealth Management Ltd., the firm was founded in 1999 and is a subsidiary of CWB Wealth Management Ltd., owned by Canadian Western Bank (TSX: CWB). CWB Wealth provides personalized investment strategies for high-net-worth individuals and families, institutions, small foundations, and not-for-profit organizations.

Established in 1989, CIBC Capital Partners, the venture group of CIBC World Markets' Capital Partners Division, is headquartered in Toronto with additional offices in Boston, New York City and San Francisco. Their ultimate parent is Canadian Imperial Bank of Commerce (TSX: BCM).

Founded in 1962, Worldsource Wealth Management, Inc. is a fully integrated wealth management company that supports financial advisors and aims to build financial prosperity for Canadians. The company is based in Markham, Canada. Part of Guardian Capital Group Ltd., Worldsource Wealth Management is a wholly owned subsidiary of Desjardins Group, the leading financial cooperative in Canada with over 100 years of dedication to the people and communities they serve.

MCB-Arif Habib Savings & Investments Ltd. (Investment Management) (MCB-AH) is the investment management division of MCB-Arif Habib Savings & Investments Ltd. (KSE: MCBAH), an investment company headquartered in Karachi, Pakistan. The firm was founded in 2000 as an asset management, investment advisory and pension fund management firm which manages open-end, closed-end and voluntary pension funds as well as discretionary and non-discretionary portfolios for individuals, sole-proprietorships, retirement funds, public and private sector entities and charitable institutions. Their flagship funds include the Pakistan Stock Market Fund and the Pakistan Income Fund.

The Crescent School provides educational services. It specializes in LS charter education, middle school, health and wellbeing services. The company was founded in 1913 and is headquartered in Toronto, Canada.

Langdon Equity Partners Ltd. provides investment advice. The private company is based in Toronto, Canada. and has subsidiaries in Canada. The Canadian company was founded in 2022 by Gregory Dean. Gregory Dean has been the CEO since 2022.

Optimus Capital Management Pvt Ltd. provides brokerage services. The private company is based in Karachi, Pakistan. The CEO of the Pakistani company is Ovais Ahsan.

Echelon Wealth Partners, Inc. (Echelon) is a Canadian-owned and operated full-service broker-dealer headquartered in Toronto, Ontario. The firm was founded by Robert Furse and David Cusson in 2010 as Euro Pacific Canada, Inc. They are owned by 1-UP Holdings Corp., a holding company. Echelon offers superior investment advice and efficient trade execution for their institutional and retail clients. In 2023, Echelon and PI Financial Corp. (now known as Ventum Financial Corp.) have agreed to combine in a merger of equals to create an investment advisory, wealth management, and capital markets firm.

RBC Global Asset Management, Inc. (RBC GAM) is an investment advisor and mutual fund manager headquartered in Toronto, Ontario. They are an indirect, wholly-owned subsidiary of the Royal Bank of Canada (TSX, NYSE: RY). The firm was founded in 2008 following the merger of RBC Asset Management and Phillips, Hager & North Investment Management in Canada, together with the US-based institutional asset management company, RBC Global Asset Management (US). RBC GAM provides global investment management services and solutions to institutional, high-net-worth and individual investors through separate accounts, pooled funds, mutual funds, hedge funds, exchange-traded funds and specialty investment strategies.