Simon Gee

TD Asset Management, Inc. (TDAM) is a Canadian investment management firm headquartered in Toronto, Ontario. The firm is a subsidiary of the Toronto-Dominion Bank (NYSE: TD), a Canadian chartered bank regulated by the Office of the Superintendent of Financial Institutions. Founded in 1987, TDAM provides discretionary investment management services to corporations, investment companies, pension funds/plans, endowments and foundations.

The Caisse de dépôt et placement du Québec (CDPQ) is a government-owned institutional fund manager headquartered in Montréal, Canada. Founded in 1965, CDPQ manages the funds of several depositor groups primarily for public and parapublic pension and insurance plans which pay out benefits to more than two million Quebecers each year.

Jarislowsky Fraser Ltd. (JFL) is a Canadian investment counsel firm headquartered Montréal, Quebec. The firm was founded by Stephen Jarislowsky in 1955 and was acquired in 2018 by The Bank of Nova Scoatia (NYSE, TSX: BNS). JFL manages pension funds, endowment funds, corporate and private portfolios for clients in North America and overseas. They manage investments on behalf of governments, corporations, universities, labor unions, and high net worth individuals.

BMO Capital Markets Corp. (Canada) (BMO Capital Markets-Canada) is the Canadian brokerage arm of BMO Capital Markets Corp., a full-service financial services provider in the US. The firm was founded in 1817 and is a subsidiary of BMO Asset Management, Inc., which is owned by Bank of Montreal (NYSE, TSX: BMO) in Canada. Headquartered in Toronto, BMO Capital Markets-Canada provides full-service, institutional brokerage services to corporate, institutional and government clients around the world.

Van Berkom & Associates, Inc. (Van Berkom) is a specialized investment management firm headquartered in Montreal, Canada. The firm was founded by J. Sebastian van Berkom in 1991 and is owned by JSVB Investments, Inc. They manage stock portfolios for large North American pension funds, corporations, foundations, and endowment funds. Van Berkom is a signatory to the UN Principles for Responsible Investment (UNPRI).

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.

State Street Global Advisors Ltd. (SSgA) is a Canadian mutual fund manager headquartered in Montreal, Quebec with an additional office in Toronto, Ontario. The firm was founded in 1991 and is a subsidiary of State Street Global Advisors International Holdings, Inc., ultimately held by State Street Corp. (NYSE: STT). SSgA provides asset allocation models on a non-discretionary basis to investment advisers and other financial institutions. They also provide investment advice to pensions and profit-sharing plans.

CIBC World Markets, Inc. is a full-service Canadian brokerage and investment banking firm headquartered in Toronto, Ontario. The firm was founded in 1961 and is a subsidiary of the Canadian Imperial Bank of Commerce (TSE, NYSE: CM). CIBC World Markets provides alternative investment managers with premier prime brokerage that brings together trade execution, reporting, research and capital introduction with a view to enhancing efficiencies and profitability.

Scotia Capital, Inc. (Broker) (Scotia Capital-Broker) is the broker-dealer division of Scotia Capital, Inc., a full-service financial services firm headquartered in Toronto, Canada. The firm is owned by The Bank of Nova Scotia (NYSE, TSE: BNS). Scotia Capital-Broker delivers a broad range of electronic trading products such as high-touch, low-latency, market access and a broad algorithmic trading suite for a wide range of clients globally. They publish monthly indexes to help investors track the performance of Canadian Hedge Funds and Alternative Mutual Funds.

National Bank Financial, Inc. (Broker) (NBF-Broker) is the broker/dealer division of National Bank Financial, Inc., 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-Broker provides retail advisory and brokerage services with institutional brokerage, investment banking, corporate finance and securities clearing services for third parties. The firm has a substantial presence in all regions of Canada, as well as operations in the US and Europe.

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.

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).

BMO Financial Group, Inc. provides wealth management and other financial services. It is a diversified financial services provider which offer clients a broad range of personal, commercial, corporate and institutional financial services across Canada and in the United States through BMO Bank of Montreal, BMO Nesbitt Burns, BMO Capital Markets and Chicago-based subsidiary, Harris Bank. BMO Financial Group is located in Toronto, Canada

Cathay Forest Products Corp. is a forestry products company, which manages standing timber properties and developing tree plantations in the People's Republic of China and Russia. Its products include poplar plantations, standing timber and round wood trading. Cathay Forest Products was founded on March 11, 1987 and is headquartered in Toronto, Canada.

Addenda Capital, Inc. is an investment management firm headquartered in Montréal, Quebec, Canada. The firm was founded in 1996 and is a subsidiary of Co-operators Financial Services Ltd., which is owned by The Co-Operators Group Ltd. Addenda Capital provides solutions to its institutional and private high net worth clients.

Founded in 1949 by Hamilton Bolton, BCA Research is an independent global investment research firm headquartered in Montreal, Quebec. The firm provides comprehensive coverage of all major financial asset classes on a global basis. They employ a consistent approach across all areas of their services by utilizing economic, liquidity, performance and valuation trends. BCA Research's methodology is based on an understanding of the macroeconomic environment and the identification of key investment themes. BCA Research provides global coverage of equities, currencies, commodities/energy, fixed-income, asset allocation and unique trading ideas.

CN Investment Division (the Division) is an investment management firm headquartered in Montreal, Quebec. The firm was founded in 1968 and is owned by Canadian National Railway Co. (CNR) (NYSE: CNI; TSE: CNR). CNID manages the pension fund of CNR. The Division also manages the assets of the CN Pension Plan for Senior Management and the BC Rail Pension Plan.

Ernst & Young LLP (Canada) engages in the provision of consulting, assurance, tax, and transaction services. The company is headquartered in Toronto, Canada.

Laurentian Bank Securities is an independent broker/dealer located in Montreal. They are a subsidiary of Laurentian Bank of Canada (TOR:LB). The firm provides a full array of trading and execution services for their clients. They do not provide any internal research.

M Partners, Inc. is a Canadian broker/dealer headquartered in Toronto, Ontario. The firm was founded by Thomas S. Kofman in 2005 and was acquired by Research Capital Corp. in 2023. M Partners serves a global list of clients worldwide, working in research, trading and advisory. The firm is a member of the Investment Industry Regulatory Organization of Canada (IIROC) and trades under broker number 97. M Partners is a participating member of the Toronto Stock Exchange (TSX), The TSX Venture Exchange (TSXV), and the Canadian Investor Protection Fund (CIPF).

Invest AD Asset Management PJSC (Invest AD) is the sovereign wealth manager of government-owned Abu Dhabi Investment Council. The firm was founded in 1977 and is headquartered in Abu Dhabi. Invest AD provides asset management services to international high-net worth individuals and institutions.

Morningstar Research, Inc. Canada is Canada's leading investment fund research firm. They were formed in 1999 as the result of the acquisition of Portfolio Analytics and BellCharts Inc. by Chicago-based Morningstar Inc., the global investment firm in the US. They market the two most popular mutual fund software products, PALTrak and BellCharts and operate the Morningstar.ca web site. In addition, Morningstar Canada provides analysis and consulting services for investment management, fund performance evaluation and pension plan governance. They are located in Toronto.

Ordre des comptables professionnels agréés du Québec provides financial services. It offers services related to assurance, financial & management accounting, and taxation. The company was founded in 2012 and is headquartered in Montreal, Canada.

Picton Mahoney Asset Management is a hedge fund manager headquartered in Toronto, Ontario. The firm was founded by David Picton, Michael Kuan and Michael Kimmel in 2004 and provides investment solutions to institutional, retail and high net-worth investors in Canada and around the world.

Part of Tianqi Lithium Corp., Tianqi Group HK Co. Ltd. is a company that manufactures and distributes construction machinery, electronic, and steel products. The company is based in Hong Kong, Hong Kong.

Balintimes Online Media Ltd. operates as a Malaysian online media company. The private company is based in Penang Island, Malaysia.