Karin Sullivan

Mackenzie Financial Corp. (dba Mackenzie Investments) is a Canadian asset management firm headquartered in Toronto, Ontario. The firm was founded in 1967 and is a direct subsidiary of Mackenzie, Inc., ultimately held by Power Corp. of Canada (TSE: POW). Mackenzie Investments provides discretionary investment advisory services to Canadian mutual funds, such as exchange-traded funds, Separately Managed Accounts, and one closed-end fund listed on the Toronto Stock Exchange.

Fidelity Investments Canada ULC (FIC) is a Canadian investment advisor headquartered in Toronto, Ontario. The firm is a subsidiary of FIC Holdings ULC and their ultimate parent is 483A Bay Street Holdings LP in Bermuda. Founded in 1987, Fidelity Investments Canada provides Canadian investors a full range of domestic, international and global equity and income-oriented mutual funds, as well as asset allocation, managed solutions, ETFs, sustainable investment funds and a high-net-worth program.

Part of International Petroleum Corp., Watch Resources Ltd. is a Canadian company that produces oil and natural gas. The company is based in Calgary, Canada. The company was founded by Christopher Robert Cooper, Donald Barry Lee. Randy G. Buchanan has been the CEO of the company since 2005. Watch Resources was acquired by Pearl Exploration & Production Ltd. on October 19, 2007 for $38.30 million.

Acorn Income Corp. currently does not have any business operations. It was previously performed condominium conversions, and residential property management. The company was founded on January 10, 1997 and is headquartered in Calgary, Canada.

Mulvihill Capital Management, Inc. (Mulvihill) is a privately-held, Canadian investment management firm headquartered in Toronto, Ontario. The firm was originally founded in 1984 by the Canada Trust Company under the name CT Investment Counsel, Inc. to manage the institutional and pension fund business of the Canada Trust Co. In 1995, John Mulvihill purchased the firm from Canada Trust and subsequently change the firm name into Mulvihill Capital Management, Inc. and as Strathbridge Asset Management, Inc. in 2011. They change their name back to Mulvihill Capital Management Inc. in 2022. Mulvihill is dedicated to yield enhancement strategies for both retail, high net worth, and institutional clients.

Montrusco Bolton Investments, Inc. (Montrusco Bolton) is an independent asset management firm headquartered in Montreal, Canada. Founded in 1946, Montrusco Bolton provides investment management services to individuals, including high net-worth individuals, banks or thrift institutions, pension and profit-sharing plans, trusts, estates, or charitable organizations, corporations or other business entities and to several private investment funds.

Foyston, Gordon & Payne, Inc. (FGP) is a Canadian wealth management firm headquartered in Toronto, Ontario. The firm was founded in 1980 and is jointly owned by their management and AMG Canada Corp., an indirect, wholly owned subsidiary of Affiliated Managers Group, Inc. (NYSE: AMG) in the US. FGP provides value-oriented portfolio management to organizations and high net-worth individuals.

Gestion Férique (Férique) is an independent Canadian investment management firm headquartered in Montréal, Québec. The firm was founded by Benjamin D. Horwood in 1999. Férique offers investment solutions and advice to engineers and engineering graduates, their families and businesses.

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.

Founded in 1971, Peters & Co. Ltd. is an independent, fully integrated investment firm headquartered in Calgary, Ontario. The firm specializes in investments in the Canadian oil and natural gas and oilfield services industries. They provides investment services to institutional investors and private clients. Peters & Co. employs their own trading group and performs specialized and comprehensive investment research. They are an active underwriter for, and financial advisor to, companies active in the Canadian energy industry. Peters & Co. is a member of the CIPF.

TD Securities, Inc. is a Canadian broker/dealer headquartered in Toronto, Ontario. The firm is a subsidiary of The Toronto-Dominion Bank (NYSE, TSE: TD). TD Securities provides a wide range of capital market products and services to corporate, government and institutional clients. Their services also include the underwriting and distribution of new debt and equity issues, providing advice on strategic acquisitions and divestitures and executing daily trading and investment needs. The firm’s equity group provides research coverage of various sectors. Their fixed-income group provides a full range of underwriting sales and trading products for Canadian, US and European debt issuers and investors.

Arrow Capital Management, Inc. (Arrow) is an independent investment management firm headquartered in Toronto, Canada. The firm was founded by James "Jim" McGovern in 1999. Arrow provides clients with access to a global selection of alternative investments and actively managed mutual funds.

Cumberland Private Wealth Management, Inc. (CPWM) is a Canadian wealth management firm headquartered in Toronto, Ontario. The firm was founded in 1997 and is a wholly-owned subsidiary of Cumberland Partners Ltd. CPWM provides discretionary investment management services for families, individuals and foundations.

Desjardins Securities, Inc. is the broker/dealer arm of the Desjardins Holding Financier, Inc., ultimately held by Le Mouvement des caisses Desjardins in Canada. Founded in 1991, the firm is headquartered in Montréal and has an additional office in Toronto. Desjardins Securities offers businesses and institutions with a complete range of securities brokerage products and services through its investment advisors and its Disnat Online Brokerage division. The firm is an approved participant on the Montreal Exchange and the Toronto Stock Exchange, as well as a participating member of the TSX Venture Exchange. In addition, Desjardins Securities is a member of both the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (CIPF).

CDP Capital Private Equity (CDPQ) is a private equity subsidiary of The Caisse de dépôt et placement du Québec founded in 1995. The firm is headquartered in Montréal with additional office in London.

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.

TorQuest Partners, Inc (TorQuest Partners) is an independent private equity firm founded in 2002 by Brent Belzberg. The firm is headquartered in Ontario, Canada.

Longbow Capital Inc (Longbow Capital) is a private equity firm founded in 1997 by Larry F. Birchall and Ruth G. Birchall. The firm is headquartered in Calgary, Canada.

ENTx Capital Corp. operates as a venture capital firm. The company is headquartered in Calgary, Canada.

Nymbus Capital, Inc. (Nymbus) is an investment management firm headquartered in Montréal, Canada. The firm was founded by Jean-Luc Landry in 2002 as Landry Investment Management, Inc. They are a subsidiary of Nymbus Capital Group, Inc. Nymbus manages assets on a discretionary basis for pension funds, foundations, endowments funds, consultants, multi-family offices and corporations.

MD Management Ltd. provides financial planning services. It offers investment, incorporation, estate and trust, insurance, and banking services. The company was founded in 1969 and is headquartered in Ottawa, Canada.

Canoe Financial Corp. provides management services. The private company is based in Calgary, Canada. Darcy Wayne Hulston has been the CEO of the Canadian company since 2010.

IA Private Wealth, Inc. (Broker) (IA Private Wealth-Broker) is the brokerage division of IA Private Wealth, Inc., wealth management firm headquartered in Montreal, Canada. The firm is a subsidiary of Industrial Alliance Insurance & Financial Services, Inc., which is owned by iA Financial Corp., Inc. (TSE: IAG). IA Private Wealth-Broker offers brokerage services in stocks, bonds and mutual funds to individuals and institutions.

MacKinnon, Bennett & Co., Inc. (MKB) is an independent private equity firm founded in 2007 by Kenneth MacKinnon and William John Bennett. The firm is headquartered in Montreal, Canada.

RBC Dominion Securities, Inc. (Investment Management) (RBC Dominion Securities-IM) is the asset management division of RBC Dominion Securities, Inc., a brokerage firm headquartered in Toronto, Canada. The firm was founded in 1901 and is a subsidiary of Royal Bank of Canada (NYSE, TSE: RY). RBC Dominion Securities-IM offers a complete range of investment solutions and wealth management services to individuals, families, businesses, charitable foundations and other organizations across Canada and worldwide.

MRB Partners, Inc., do-business-as Macro Research Board, is a privately-owned independent Canadian top-down research firm headquartered in Montreal, Quebec. The firm was founded in 2010 by Warren Smith, Phillip Colmar and Peter Perkins. They provide integrated, global, multi-asset investment strategy as well as actionable, absolute-return ideas to investment managers around the world. Their views incorporate a long-term outlook based on in-depth theme research, together with rigorous forecasting models and indicators that drive 6-12 month asset market performance.