Nestor Theodorou

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.

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.

Assante Wealth Management (Canada) Ltd. (Assante) is a Canadian wealth management firm headquartered in Toronto, Ontario. The firm was founded in 1995 and is a subsidiary of CI Investments, Inc., ultimately owned by CI Financial Corp. (TSX: CIX). Assante provides integrated wealth management services to individuals, families and businesses throughout Canada.

National Bank Financial, Inc. (NBF) is 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 is an integrated firm that combines retail advisory and brokerage services with institutional brokerage, investment banking, corporate finance and securities clearing services for third parties.

HSBC Securities (Canada), Inc. is a full service broker/dealer located in Toronto, Ontario. The firm is a subsidiary of HSBC Holdings Plc (NYSE: HCS, NasdaqGS: HSBA). They are a member of the TMX Group, the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (CIPF). The firm offers their clients advisory and execution products and services in the following areas: M&A advisory, equity and debt capital markets, leveraged and acquisition financing, foreign exchange, fixed-income, derivatives and structured products. HSBC Securities specializes in 4 global sectors: financial institutions, consumer/retail Resources, energy and diversified Industries.

Wellington West Capital, Inc. engages in the provision of securities brokerage services. It also offers investment advice to clients with an offering of managed investment solutions as well as expertise on individual security selection including equities; fixed income; currencies; mutual and exchange-traded funds; alternative investments; and hedging strategies. The company was founded by Charles Spiring in 1993 and is headquartered in Winnipeg, Canada.

Momentum Healthware, Inc. specializes in the development, delivery, integration and support of software solutions for the healthcare industry. It serves the needs of governments and private organizations who coordinate and/or provide care to people in small to medium-sized hospitals, the continuum of long-term care facilities, home care, and the community. The company was founded in 1995 and is headquartered in Manitoba, Canada.

BMO Nesbitt Burns, Inc. provides investment and financial advisory services. The firm offers financial planning; estate planning and preservation; retirement, insurance, and education planning; income replacement; tax minimization; and business succession planning advisory services. The company was founded in 1912 and is headquartered in Toronto, Canada.

Pembroke Private Wealth Management Ltd. (Pembroke) is a Canadian wealth advisory firm headquartered in Montréal, Canada. The firm was founded in 19988 and is a subsidiary of Pembroke Management Ltd. Pembroke offers a range of pooled and mutual funds, which provides exposure to Canadian, US, and international equities, as well as fixed-income securities. Their clients include individuals, families, foundations, and pension funds.

Nymbus Capital, Inc. (Nymbus) is an investment management firm headquartered in Montréal, Canada. The firm was founded by Jean-Luc Landry in 2002 as Landry Investment Management, Inc. They are a subsidiary of Nymbus Capital Group, Inc. Nymbus manages assets on a discretionary basis for pension funds, foundations, endowments funds, consultants, multi-family offices and corporations.

Part of National Bank of Canada, Wellington West Holdings, Inc. is a Canadian company that provides insurance brokerage services. The company is based in Winnipeg, Canada. The company was founded by Charlie Spiring. Wellington West Holdings was acquired by National Bank of Canada on July 15, 2011 for $279.41 million.

Guardian Trust Co. FSB operates as a trust. The private company is based in New York, NY.

The Hedge Fund Association is an international non-profit organization that aims to promote transparency, development, and trust in alternative investments. The organization is run by elected and appointed volunteers who work on behalf of the entire alternative investment industry, including more than 10,000 hedge funds in the US and abroad, which collectively manage over $3 trillion in assets. The non-profit company is based in Aventura, FL. HFA's membership includes hedge fund firms, financial institutions, funds of hedge funds, family offices, public and private pension funds, endowments and foundations, high net worth individuals, allocators, and service providers.

Crusader Asset Management, Inc. is an independent, Canadian investment management firm headquartered in Vaughan, Ontario. The firm was founded by Frank Stadler in 2012. They offer investment advice to institutional and retail investors.

3iQ Corp. is a holding firm and digital asset investment fund manager headquartered in Toronto, Canada. The firm was founded by Jean-Luc Landry and Frederick Thomas Pye in 2012. 3iQ manages a public bitcoin investment fund – The Bitcoin Fund (TSX: QBTC.U) – and offers exposure to cryptocurrencies via familiar investment products for Canadian individual investors and their advisors, institutions, and both single and multi-family offices.

Wellington-Altus Financial, Inc. provides wealth management, investment, and protection services. The private company is based in Aurora, Canada, and has subsidiaries in Canada. The Canadian company was founded in 2017 by Todd Curtis Degelman, Charlie Spiring, and Shaun Hauser.

Bitcoin Split Trust operates as a non-redeemable investment fund. The company is headquartered in Toronto, Canada.

3iQ Digital Holdings, Inc. operates as a crypto asset management platform. The private company is based in Toronto, Canada. The Canadian company was founded in 2021. The CEO is Frederick Thomas Pye.

Canada Stablecorp, Inc. is a Canadian fintech company that specializes in building digital money embedded solutions for various financial use cases. The company is based in Toronto, Canada. The company has created a suite of highly connected infrastructure solutions that power a variety of financial use cases through its QCAD digital dollar and Grapes digital money API. Stablecorp has also developed a suite of embedded stablecoin solutions that power a variety of financial use cases through its Grapes finance portal and API solutions. Alex McDougall has been the CEO of the company since 2021.