Maurice Conti

Royal Trust Corp. of Canada (Royal Trust) is an investment management division of Royal Bank of Canada, (TSX: RY, NYSE: RY). The firm is headquartered in Toronto, Ontario. Royal Trust provides wealth and trust management services to clients worldwide.

Merrill Lynch International (MLI-UK) is a brokerage firm headquartered in London, UK. The firm was founded in 1988 and is a subsidiary of ML UK Capital Holdings Ltd., ultimately owned by Bank of America Corp. (NYSE: BAC) in the US. MLI-UK provides brokerage services to individual and retail clients.

Professionals’ Financial – Mutual Funds Inc., locally known as Financière Des Professionnels – Fonds D’Investissement Inc. (FDP) is an independent, Canadian portfolio manager and a mutual fund dealer which manages the funds of its family of funds and offers financial planning advisory services. Headquartered in Montréal, FDP was founded as Fonds des Professionnels, Inc. in 1978 by the Fédération des médecins spécialistes du Québec (FMSQ) with a view to serving the financial needs and interests of all professionals.

UBS Asset Management (Canada) Inc. (UBSC) is a Canadian portfolio manager headquartered in Toronto, Ontario. The firm is an indirect wholly-owned subsidiary of UBS AG, which is owned by UBS Group AG (SWX: UBSG) in Switzerland. UBSC offers investment strategies and services to a broad range of clients and their investment consultants which includes: corporate, public and Taft-Hartley pension plans, endowments and foundations, insurance companies, and, financial institutions. They also provide dedicated advisory, investment and training solutions for sovereign clients such as governments and central banks.

RBC Indigo Asset Management, Inc. (RBC Indigo) is a Canadian investment manager headquartered in Vancouver, British Columbia. The firm was formerly known as HSBC Global Asset Management (Canada) Ltd. and changed their name to RBC Indigo Asset Management, Inc. when they became a wholly-owned subsidiary of Royal Bank of Canada (NY, TSX: RY; LON: 0QKU; FRA: RYC) in 2024. RBC Indigo offers mutual funds and pooled funds to discretionary retail clients, institutional and high net-worth private clients.

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.

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.

Dorchester Wealth Management Co. (Dorchester) is a Canadian wealth management firm headquartered in Montréal, Quebec. The firm's history dates back to 1928 when they were founded as Hodgson Roberton & Company. The firm was reorganized in 1986 as Dorchester Investment Management. In April 2015, they became a subsidiary of Focus Canada Holdings LLC, which is a wholly-owned subsidiary of Focus Operating LLC, and their advisory business was rebranded as Dorchester Wealth Management Co. Their ultimate parent is Focus Financial Partners, Inc. (NASDAQ: FOCS) in the US. Dorchester provides investment counsel to clients across North America and overseas.

RBC Dominion Securities, Inc. (RBCDS) is a Canadian broker/dealer headquartered in Toronto, Ontario. The firm was founded in 1901 and is a subsidiary of Royal Bank of Canada (TSE, NYSE: RY). RBCDS provides a full spectrum of brokerage services to retail and corporate clients.

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).

Lester Asset Management, Inc. (LAM) is an independent discretionary portfolio management firm headquartered in Montreal, Canada. The firm was founded by Murray Lester in 1986. LAM serves high-net worth individuals, multi-generational families, trusts, estates, investment holding companies, foundations, and select institutions.

Canoe Financial LP (Canoe) is an independent, Canadian mutual fund manager headquartered in Calgary, Alberta. The firm was founded by Michael Chernoff in 2008. Canoe offers a variety of mutual fund and closed-end investment products that are designed to build wealth for Canadian investors.

Portfolio Management Association of Canada operates as a forum for portfolio management firms to share best practices and industry knowledge. The firm''s activities include annual national conference, annual compliance forums and regular seminars, networking events with peers, surveys on operational, compliance and best practice issues, government submissions, sharing member developed/legally vetted templates, policies and standards and offering insurance coverage. The company was founded in 1952 and is headquartered in Toronto, Canada.

Stanton Asset Management, Inc. is an independent investment management firm headquartered in Montréal, Quebec, Canada. The firm was founded in 2004 and actively manages portfolios for private, family office and institutional clients.

Fiera Capital Corp. (Investment Management) (FCC-IM) is the investment management division of Fiera Capital Corp. (TSE: FSZ), a publicly listed asset management firm headquartered in Montreal, Quebec. The firm was founded in 2010 through a merger with Sceptre Investment Counsel Ltd. FCC-IM offers customized multi-asset solutions across traditional and alternative asset classes to institutional, retail, and private wealth clients across North America, Europe, and key markets in Asia.

Rhino Ventures is an Independent Venture Capital firm founded in 2015 by Braden Fraser Hall and Dan Eisenhardt. The firm is headquartered in Vancouver.

Super Advisor provides financial services. The company is based in Toronto, Canada.