Gary R. Wade

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.

PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY.

Purpose Financial LP operates as an independent financial services company. Its platforms include Purpose Investments, Purpose Advisor Solutions, and Purpose Banking Solutions. The company was founded by Som Seif in 2006 and is headquartered in Toronto, Canada.

Part of Chesswood Group Ltd., Waypoint Investment Partners, Inc. is a Toronto-based investment manager that services high net worth individuals, family offices, investment advisors, foundations and institutional clients. Waypoint Investment Partners was acquired by Chesswood Capital Management, Inc. on May 25, 2022 for $2.83 million. With a team of 12 experienced industry professionals, Waypoint delivers proprietary products and services. Waypoint is a member of the Portfolio Management Association of Canada and is registered as an investment fund manager, portfolio manager and exempt market dealer in several Canadian provinces. The Canadian company was founded in 2017 by Michael Tait. Christopher Maxwell Torokvei has been the CEO of the company since 2017.

Goodwood, Inc. is an independent Canadian alternative investment management firm headquartered in Oakville, Ontario. The firm was founded by Peter H. Puccetti in 1996. Goodwood provides institutional and high-net-worth clients with alternative investment strategies. It offers segregated accounts for institutional investors including, pensions, foundations endowments and personalized income-oriented accounts for individual investors.

Part of Deloitte LLP (New York), Deloitte & Touche, Inc. provides accounting services. The company is based in Calgary, Canada.

Manulife Capital (Private Equity) (Manulife Capital) is a private equity subsidiary of Manulife Capital, Inc. founded in 1998. The firm is headquartered in Toronto, Canada.

Dialpad, Inc. develops pure-cloud communications solutions. It offers business phone system, contact center, video conferencing, and sales dialer. The company was founded by Craig Walker, John Rector, Brian Peterson, and Alex Cornell in 2011 and is headquartered in San Francisco, CA.

TouchBistro, Inc. engages in the provision of mobile point-of-sale solutions. It uses iPad point of sale system for restaurants. The firm's application connects with variety of apps, to staff scheduling tools, to accounting software, making it a restaurant management solution. It offers its services to restaurants, quick service, bars and clubs, food truck, brewery, and multi location. The company was founded by Alex Barrotti and Geordie Konrad in 2010 and is headquartered in Toronto, Canada.

OMERS Growth Equity is a Private Equity firm, a subsidiary of OMERS Administration Corp. founded in 2018. The firm is headquartered in Toronto.

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.

FIG LLC, operates as Fortress Investment Group (Fortress), is a hedge fund manager headquartered in New York City. The firm was founded in 1998 and is a subsidiary of Fortress Operating Entity I LP, ultimately owned by SoftBank Group Corp. (TYO: 9984) in Japan. Fortress manages assets on behalf of institutional clients and private investors worldwide across a range of credit and real estate, private equity and permanent capital investment strategies.

The Canada Pension Plan Investment Board (also known as CPP Investments) is a government-owned professional investment management organization headquartered in Toronto, Canada. The firm was founded in 1997 to help provide a foundation on which Canadians build financial security in retirement. CPP Investments manages the investments of the Canada Pension Plan Fund (CPP Fund).

Wellington Square Advisors is a private company that specializes in providing innovative fixed income strategies with a focus on leveraged credit. The company is based in an undisclosed location. The Canadian company manages retail and institutional funds and have won multiple awards.

IA Clarington Investments, Inc. (IA Clarington) is a Canadian investment management firm headquartered in Toronto, Ontario. The firm was founded in 1999 and is a wholly owned subsidiary of Industrial Alliance Insurance and Financial Services, Inc., owned by iA Financial Corp., Inc. (TSX: IAG). IA Clarington offers individual investors, through their advisors, a wide range of investment solutions such as actively managed mutual funds, portfolio solutions, Active ETF Series and socially responsible investments.

KPMG Corporate Finance LLC provides investment advisory services. The firm offers mergers and acquisitions advisory services including buy side, sell side, equity and debt financings and management buyouts. The company is headquartered in Chicago, IL.

Norrep Capital Management Ltd. (NCM) is a global investment manager headquartered in Calgary, Alberta, Canada. The firm was founded in 1995 as Hesperian Capital Management Ltd. They assumed portfolio management duties for Norrep Investments at the beginning of 1999. On 01 May 2018, Cumberland Partners (CPL), Norrep Investment Management Group Inc. (NIMGI; parent company of NCM), Perron & Partners Wealth Management Corp. (PPWM) and Perron Asset Management Inc. (PAM) amalgamated their entities. As a result of the combination, CIC, CPWM, NIMGI and NCM became wholly-owned subsidiaries of CPL. NCM has provided Canadians with an independent choice for their investments using a highly disciplined approach to investing.

Heller Financial, Inc. provided mercantile financing. It was acquired by GE Capital Corp. The company was located in Chicago, IL

Forrest Binkley & Brown (FBB) is a private equity firm founded in 1993 by Nicholas Binkley, Greg Forrest and Jeffrey Brown. The firm is headquartered in Irvine, California.

Starlight Investments Capital LP (dba Starlight Capital) is an investment management firm headquartered in Toronto, Canada. The firm was founded in 2018 and is wholly owned by Starlight Investments Ltd. Starlight Capital offers mutual funds, exchange-traded funds, memorandum funds and structured products. They manage assets on behalf of institutional joint ventures as well as publicly listed REITs, closed-end funds and investment funds.