Mark Riedl

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.

CIBC Asset Management, Inc. (CIBC AM) is a Canadian asset management firm headquartered in Toronto, Ontario. The firm was founded in 1972 and is a wholly owned subsidiary of the Canadian Imperial Bank of Commerce (NYSE, TSE: CM), a publicly traded Canadian chartered bank. CIBC AM manages assets on behalf of institutional, high-net-worth clients and underlying investors in their retail sponsored products.

Equitable Bank offers residential lending, commercial lending, and savings solutions. It provides deposit products including short-term, long-term and cashable GICs, available in non-registered or tax free savings account across Canada. The company was founded in 1790 and is headquartered in Toronto, Canada.

Harvest Banks & Buildings Income Fund operates as an investment trust. It invests in a portfolio of banking issuers, other financial issuers and real estate related companies and/or real estate investment trusts. The company was founded on September 25, 2009 and is headquartered in Oakville, Canada.

BMO Asset Management, Inc. is a Canadian mutual fund management firm headquartered in Toronto, Ontario. Previously, they were known as Jones Heward Investment Counsel and prior to that as RMN Investment Counsel. The firm was founded in 1982 and is a subsidiary of Bank of Montreal (TSE, NYSE: BMO). BMO Asset Management provides investment management, retirement and trust and custody services to institutional, retail and high-net-worth investors around the world.

BMO Private Investment Counsel, Inc. (BPIC) is a Canadian investment management firm headquartered in Toronto, Ontario. The firm was founded in 1996 and formerly known as BMO Harris Investment Management, Inc. They are a direct, wholly-owned subsidiary of BMO Nesbitt Burns, Inc., ultimately owned by the Bank of Montréal (NYSE, TSE: BMO). BPIC provides discretionary investment advisory services to pooled investment vehicles, corporations, pension plans, charitable organizations, insurance companies, trusts and estates, non-profit organizations and private foundations in Canada and the US.

TD Canada Trust provides personal and commercial banking services. It engages in convenient and secured way to business banking, investment and credit needs. The company is headquartered in Toronto, Canada.

Marquest Asset management, Inc. (Marquest) is an investment management firm headquartered in Toronto, Canada. The firm was founded by Gerry Brockelsby in 1985 and is owned by SEAMARK Asset Management Ltd. Marquest provides a diversified suite of quality equity, and flow-through products to accredited and retail investors.

Part of Power Financial Corp., Crown Life Insurance Co. provides life insurance. The company is based in Buffalo, NY. The company was founded in 1900. D. Allen Loney has been the CEO of the company since 2008.

Putnam Lovell NBF Group, Inc. provides international investment banking services. It offers merger and acquisition advice, Canadian equity sales and trading, U.S. Equity Derivatives, fixed income sales, trading and general corporate finance advisory services. The firm has offices in New York, San Francisco, Boston and London. The company was founded in 1987 and is headquartered in Boston, MA.

The Ontario Pension Board (OPB) is a government-owned pension fund manager headquartered in Toronto. OPB is the administrator of the Public Service Pension Plan (PSPP), a major defined benefit pension plan, sponsored by the Government of Ontario. Their membership is comprised of certain employees of the provincial government and its agencies, boards, and commissions.

Part of Royal Bank of Canada, Royal Bank of Canada Asset Management is a company based in Toronto, Canada.

Fiera Capital, Inc. is a Canada-based independent investment advisor headquartered in Montreal with an additional office in Toronto. The firm was founded in 1983 and was formerly known as Fiera YMG Capital. Fiera Capital offers a range of traditional and quantitative products for institutional investors, retail and private clients, and third-party funds.

Raymond James Ltd. operates as a full-service investment dealer. The firm operates under the divisions of personal investing and equity capital markets. Personal Investing offers solutions to individuals interested in ensuring income, asset growth, and retirement plans. Equity Capital Market provides expertise in investment banking, research, corporate finance, and institutional sales and trading. It caters to individual and institutional clients as well as corporate issuers. The company was founded in 2001 and is headquartered Vancouver, Canada.

The Institute of Corporate Directors is a not-for-profit, member-based association that serves as a resource and voice for directors and boards. The non-profit company is based in Toronto, Canada, and has subsidiaries in Canada. The ICD provides thought leadership through various publications and is a unified voice for directors. The Canadian company was founded by Brian J. Gibson, and Rahul K. Bhardwaj has been the CEO of the company since 2016.

Ontario Financing Authority manages the Province of Ontario’s debt and borrowing program. It manages the provincial debt, provides centralized financial services, advises ministries and other public bodies, invests on the behalf of some public bodies and assists crown agencies and other public bodies to borrow and invest money. The company was founded on November 15, 1993 and is headquartered in Toronto, Canada.

CSA Group engages in the provision of testing and certification services. It offers standards development; training and education programs; and personnel certification services. The company was founded in 1919 and is headquartered in Toronto, Canada.

Harvest Portfolios Group, Inc. (Harvest) is an independent, Canadian investment management firm headquartered in Oakville, Ontario. The firm was founded by Louis “Michael” Kovacs in 2009. Harvest offers the Harvest ETFs to Canadian investors.

The Investment Management Corp. of Ontario (IMCO) is an independent investment firm headquartered in Toronto, Canada. IMCO was founded in 2016 to provide comprehensive and value-added investment management and advisory solutions to public-sector clients in Ontario.