Charles Robert Sims

Operates as a holding company which provides investment management services

Mackenzie Investments uses different methods of analysis depending on the account's mandate including fundamental analysis, technical analysis, cyclical investing and charting. They offer a wide range of investment strategies including Canadian and global growth and value strategies across all market-caps, a Canadian Bond strategy, a North American large-cap growth strategy, Canadian balanced large-cap, large-cap growth and all-cap value strategies, and Canadian and global resources strategies. The majority of their US and non-North American equity investments are run by outside money managers.

FTIC’s equity strategies seek to identify stocks it believes to be significantly undervalued in markets across the globe. The strategies are managed in accordance with Sir John Templeton’s investment philosophy and approach, which are based on three tenets: value, patience, and bottom-up stock selection. By combining time-proven fundamental analysis with original research, the investment team searches for companies that meet their criteria of quality and valuation.

Distributes redemption charge securities of mutual funds

Provides asset management services

Acts as Open-End Investment Fund/Unit Trust

Operates as a personal financial services company, which manages and distributes mutual funds & other managed asset products

Cumberland aims to achieve attractive long-term returns while protecting capital during market downturns. The firm’s investment process combines sophisticated asset allocation with macroeconomic research and in-depth securities analysis. Their portfolios are also sustainable, scoring highly on environmental, social and governance (ESG) measures.

Functions as a College/University