Harry John Carmichael

HollisWealth, Inc. provides asset management and financial advisement services. It offers diversified wealth management and investment solutions, including alternative and tax-advantaged products, capital markets and advisory services to financial advisors, institutions, corporations and foundations, and wealth management through independent financial advisors across Canada. Its products and services include banking investments, Dundee Select, investment programs, insurance, mortgages, and business services. The company was founded in 1998 and is headquartered in Toronto, Canada.

Foster & Associates Financial Services, Inc. (Foster & Associates) is an independent, Canadian investment management firm headquartered in Toronto, Ontario. The firm was founded by William Foster in 1994. Foster & Associates offers both individual advisory services and portfolio management for Canadian families.

Raymond James Investment Counsel Ltd. (RJIC) is an asset management firm headquartered in Vancouver, Canada. The firm was founded in 2003 and formerly known as MacDougall Investment Counsel, Inc. They are a wholly-owned subsidiary of Raymond James Ltd., ultimately owned by Raymond James Financial, Inc. (NYSE: RJF) in the US. RJIC specializes in discretionary investment management for private clients, families, institutional investors, pensions, and foundations.

Part of Oppenheimer Holdings, Inc., CIBC Wood Gundy Corp. is a Canadian company that provides brokerage services. The company is based in Toronto, Canada.

Manulife Securities, Inc. is a Canadian broker/dealer headquartered in Oakville, Ontario. The firm was founded in 1887 and they are a subsidiary of The Manufacturers Life Insurance Co., ultimately owned by Manulife Financial Corp. (NYSE, TSE: MFC). Manulife Securities provides a full array of trading and execution services for their clients.

Accilent Capital Management, Inc. (Accilent) is a boutique investment firm headquartered in Toronto, Canada. The firm was founded by Daniel C. Pembleton in 2002. Accilent both creates and provides advisory services for third party and proprietary funds, and structured investments.

Leede Jones Gable, Inc. is an independent, employee-owned investment management firm headquartered in Calgary, Canada. The firm was formed in 2015 as a result of the merger between Leede Financial Markets Inc. and Jones, Gable & Company Ltd., financial services firms founded in 1987 and 1965, respectively. Leede Jones Gable provides discretionary advisory and investment management services through investment advisors and portfolio managers across Canada.