R. Duncan Baird

Fiera Capital Corp. (Investment Management) (FCC-IM) is the investment management division of Fiera Capital Corp. (TSE: FSZ), a publicly listed asset management firm headquartered in Montreal, Quebec. The firm was founded in 2010 through a merger with Sceptre Investment Counsel Ltd. FCC-IM offers customized multi-asset solutions across traditional and alternative asset classes to institutional, retail, and private wealth clients across North America, Europe, and key markets in Asia.

Richardson Wealth (USA) Ltd. (Investment Management) (Richardson Wealth-IM) is the wealth management division of Richardson Wealth (USA) Ltd., a broker/dealer firm headquartered in Toronto, Ontario. The firm was founded by Andrew Marsh in 2010 and is owned directly by RF Capital Group, Inc. (TSX: RCG). Richardson Wealth-IM provides wealth management solutions to individuals, trusts, estates, corporations and business entities.

Part of Franklin Resources, Inc., Legg Mason Canada Holdings Ltd. deals with commodity contracts. The company is based in Toronto, Canada.

The OPSEU Pension Trust (OPTrust) is a government-owned pension fund manager headquartered in Toronto, Ontario. The firm was founded in 1995 to provide members with a say in their pension plan through joint trusteeship. OPTrust invests and manages one of Canada’s pension funds and administers the OPSEU Pension Plan (which includes OPTrust Select), a defined benefit plan with over 106,000 members.

Haventree Bank provides brokerage services. It offers mortgage solutions in the areas of self-business, bruised credit, and thin or no credit. The firm also provides online tools and resources for brokers to access the information, such as offers and incentives, events, originating documents, mortgage servicing documents, and others. The company was founded in 1990 and is headquartered in Toronto, Canada.

Part of CI Financial Corp., BPI Financial Corp. provides investment banking and brokerage services. The company is based in Calgary, Canada.

OPTrust Realty, Inc. provides real estate investment services and is ultimately controlled by the Province of Ontario. The company is based in Toronto, Canada.

Founded in 1949 by Hamilton Bolton, BCA Research is an independent global investment research firm headquartered in Montreal, Quebec. The firm provides comprehensive coverage of all major financial asset classes on a global basis. They employ a consistent approach across all areas of their services by utilizing economic, liquidity, performance and valuation trends. BCA Research's methodology is based on an understanding of the macroeconomic environment and the identification of key investment themes. BCA Research provides global coverage of equities, currencies, commodities/energy, fixed-income, asset allocation and unique trading ideas.

The Bank of Canada provides banking and financial services. Its services include mortgage and payment processing, loan application, credit card application, accounting solutions, tax preparation, financial analysis, insurance, and payroll processing services to its clients. The company was founded in 1934 and is headquartered in Ottawa, Canada.

Addenda Capital, Inc. is an investment management firm headquartered in Montréal, Quebec, Canada. The firm was founded in 1996 and is a subsidiary of Co-operators Financial Services Ltd., which is owned by The Co-Operators Group Ltd. Addenda Capital provides solutions to its institutional and private high net worth clients.

JCIC Asset Management, Inc. (JCIC) is a Canadian boutique investment management firm headquartered in Toronto, Ontario. The firm was founded in 1993 as Jones Collombin Investment Counsel, Inc. JCIC provides investment management to individual families, trust, foundations and companies.

The Nature Conservancy of Canada operates as a land conservation non-profit organization. The firm partners with individuals, corporations, other non-profit organizations, and governments to protect the natural areas that sustain Canada?s plants and wildlife. The company was founded in 1954 and is headquartered in Toronto, Canada.

Smoothwater Capital Corp. operates as a activist investment fund company. It focuses on investing in small to midcap Canadian public companies. The company was founded in 2013 and is headquartered in Toronto, Canada.

Agilith Capital, Inc. is an independent investment manager headquartered in Toronto, Ontario. The firm was founded by Patrick Horan in 2007. They offer their flagship fund, North American Diversified Fund as well as Long Only Fund (registered products) and Private Client services for high net-worth and institutional investors.

Goodman & Co. Ltd. provides investment advisory services. The firm is headquartered in Toronto, 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.

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.

Guardian Capital LP is a Canadian mutual fund manager headquartered in Toronto, Ontario. The firm was founded in 1962 as GDN Management Ltd and changed their name to Guardian Capital, Inc. in 1987 and Guardian Capital LP in 2004. They are a subsidiary of Guardian Capital Group Ltd. (TSE: GCG). Guardian Capital provides fee-based investment supervisory services to investment funds (pooled funds and mutual funds), pension and profit sharing plans, charitable organizations, and other Canadian institutional investors. The firm offers similar services to US-based clients.

The Law Society of Upper Canada engages in the provision of legal services. The company was founded in 1797 and is headquartered in Toronto, Canada.

Royal Trust Corp. of Canada (Royal Trust) is an investment management division of Royal Bank of Canada, (TSX: RY, NYSE: RY). The firm is headquartered in Toronto, Ontario. Royal Trust provides wealth and trust management services to clients worldwide.

Heward Investment Management, Inc. (Heward) is an investment management firm headquartered in Montréal, Canada. Formerly known as C.F.G. Heward Investment Management Ltd., the firm was founded by Chilion Heward in 1981 and changed their name to Heward Investment Management, Inc. in 2013. They were acquired in 2023 by Amphora Financial Group in Barbados. Heward provides client-focused portfolio management services to private clients, foundations and endowments and institutional investors.