Robert J. Bogart

Massachusetts Society of Certified Public Accountants, Inc. provide services in public accounting, industry and business, government and education. The firm offers advocacy, continuing professional education, peer review, membership, communications and academic and career development department. The company was founded in 1900 and is headquartered in Boston, MA.

FundSERV, Inc. provides electronic business services to the Canadian investment fund industry. The company was founded in 1993 and is headquartered in Toronto, Canada.

AGF Master LP provides investment management services. It engages in the distribution of Distributed Securities. The company was founded on January 23, 1998 and is headquartered in Toronto, ON.

Multi-Manager LP I distributes securities of open-ended mutual funds. Its principal activity is to have distribution rights for its fund units. The company was founded on January 15, 1993 and is headquartered in Toronto, Canada.

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.

Smith & Williamson Holdings Ltd. provides financial advisory services for private individuals, corporations, and non-profit organizations. It offers personal financial planning, private client tax, personal insolvency, assurance and accounting, business tax, pensions and employee benefits, restructuring and recovery, transaction and valuation, and other related services. The company was founded in 1881 and is headquartered in London, the United Kingdom.

Global Strategy Master LP pays selling commissions to registered dealers who sold Global Strategy mutual funds on a back end load basis. Its main source of revenue is distribution fees earned from distributed securities. Global Strategy Master was founded on January 29, 1999 and is headquartered in Toronto, Canada.

AGF Investments, Inc. (AGFI) is a Canadian mutual fund manager headquartered in Toronto, Ontario. Founded in 2007, the firm is owned by AGF Management Ltd. (TSE: AGF.B). AGFI provides services to individual and institutional clients, catering to pension plans, foundations and corporate investors.