Merri Jones

Operates as a bank holding company

Provides investment banking and brokerage services

Magna Vista Investment Management uses a combination of growth and value principles to invest in concentrated portfolios of high-quality securities. They also use fixed-income securities to provide safety of capital and generate above-average income.

Sentry Investments seeks to preserve capital, maximize return, minimize risk and manage investment capital to generate a steady stream of income. Sentry Investments' approach is a combination of both a quantitative and a forward-looking intrinsic value approach. Their analysts use a proprietary model to review companies in each target sector and apply specific investment criteria to evaluate each company's historical performance. Sentry Investments then weighs these criteria to select the stocks with proven records of success and the best prospects for capital appreciation, looking forward. The firm's products include TSX-listed closed end funds, closed-end trusts, flow through limited partnerships, mutual funds and principal-protected notes covering a variety of domestic and global strategies.

D&A seeks to generate superior investment returns while reducing risk. The firm invests in high-quality equities and fixed income securities. Their emphasis is on investing as opposed to speculating and they concentrate on the ownership of quality companies that can be purchased at favorable prices. They focus on investments in companies trading below their intrinsic value based on a variety of valuation methodologies.

Functions as a College/University

Functions as a College/University

Provides ffinancial and investment management services

Pembroke seeks to make investment decisions that reflect this combined focus with a long-term goal of capital appreciation and risk management. The focus on small-to-mid-cap US and Canadian companies that are run by enterprising management teams.