Neville Joanes

CIBC Asset Management, Inc. (CIBC AM) is a Canadian asset management firm headquartered in Toronto, Ontario. The firm was founded in 1972 and is a wholly owned subsidiary of the Canadian Imperial Bank of Commerce (NYSE, TSE: CM), a publicly traded Canadian chartered bank. CIBC AM manages assets on behalf of institutional, high-net-worth clients and underlying investors in their retail sponsored products.

Invesco Canada Ltd. is a Canadian mutual fund manager headquartered in Toronto, Ontario. The firm was founded in 1981 and formerly known as Invesco Trimark Ltd. and as AIM Funds Management, Inc. They are a subsidiary of Invesco Ltd. (NYSE: IVZ) in the US. Invesco Canada primarily provides investment advice to the Canadian Funds. In addition, the firm provides investment advice to investment companies, charitable organizations, pension plans, endowments, charities and corporations, banks, pooled investment vehicles, provincial or municipal government entities and insurance companies.

Franklin Templeton Investments Corp. (FTI) is a SEC-registered investment advisor and mutual fund manager headquartered in Toronto, Canada. The firm was founded in 2000 and they are a subsidiary of Templeton International, Inc. Their ultimate parent is Franklin Resources, Inc. (NYSE: BEN), a global investment management company also known as Franklin Templeton Investments. FTI provides investment advisory and portfolio management services with clients in jurisdictions worldwide, which include registered open-end and closed-end funds and unregistered funds, as well as separate accounts for institutional and high net-worth clients.

2980304 Canada, Inc. designs, manufactures and distributes golf clubs and accessories. Its accessories are marketed primarily through golf pro shops and golf specialty retailers throughout Canada. The firm has a complete array of sub brands including the Sandra Post Signature series, Trouble Shooter woods and irons, Vibe, Rally, Bear Cat, as well as putters, wedges and various game improvement clubs. The company was founded on December 3, 1993 and is headquartered in Winnipeg, Canada.

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.

Orbus Pharma, Inc. engages in the development and manufacturing of pharmaceuticals. It produces oral dose pharmaceutical products. The company was founded on June 1, 1977 and is headquartered in Markham, Canada.

JovFunds Management, Inc. is a fund distributor located in Toronto, Ontario. The firm is a subsidiary of 8689784 Canada, Inc. and their ultimate parent is Industrial Alliance Insurance & Financial Services (TSE: IAG). The firm specializes in the isolation of alpha and beta, separating the active returns of portfolio management (alpha) from the passive returns of market performance (beta). They provide tax-efficient, risk-adjusted strategies through a variety of ETFs, structured products, alternative investments and mutual funds

Putnam Investments LLC operates as an investment advisory company. The company was founded on May 14, 2009 and is headquartered in Boston, MA.

Part of Power Financial Corp., Great-West Lifeco U.S. Holdings LP is a company that provides insurance services. The company is based in Boston, MA.

Edco Financial Holdings Ltd. functions as an investment holding Canadian company. The company is based in Calgary, Canada.

Part of British American Tobacco plc, Imasco Ltd. is a Canadian company that engages in the manufacturing of tobacco products. The company is based in Montréal, Canada. Imasco was acquired by The Toronto-Dominion Bank on February 18, 2000 for $7,264.34 million.

Roynat Capital, Inc. is a Private Equity/Venture Capital firm, a subsidiary of The Bank of Nova Scotia founded in 1962. Roynat Capital, Inc. is headquartered in Toronto.

Ventum Financial Corp. is a full-service Investment Dealer headquartered in Vancouver, Canada. The firm was founded by Max Meier and John Eymann in 1982 as Pacific International Securities, Inc. They became PI Financial Corp. (PI) in 2007 and changed their name to Ventum Financial Corp. in 2024 as part of the process of amalgamation between PI and Echelon Wealth Partners, Inc., previously announced in March 2023. Ventum Financial provides expertise across a variety of growth sectors and delivers a full range of capital markets services, which include equity research, investment banking, advisory, and institutional sales and trading to mid-market corporate clients in Canada. They prioritize minimal market impact during superior trade execution.

Rice Financial Group, Inc. provides asset management, investment advice, and retirement planning services. The company was founded by Thomas J. Rice and is headquartered in Winnipeg, Canada.

Mackenzie, Inc. provides investment services. The company is headquartered in Winnipeg, Canada.

Part of PricewaterhouseCoopers International Ltd., PricewaterhouseCoopers Canada provides accounting services. The company is based in Toronto, Canada.

The Bank of Canada provides banking and financial services. Its services include mortgage and payment processing, loan application, credit card application, accounting solutions, tax preparation, financial analysis, insurance, and payroll processing services to its clients. The company was founded in 1934 and is headquartered in Ottawa, Canada.

Chartered Professional Accountants of Ontario engages in the provision of accounting education. It offers certification, continued trainings, and professional development. The company was founded in 2014 and is headquartered in Toronto, Canada.

Computerized Portfolio Management Services, Inc. is the North America's independent equity research firms. Since 1984, the company's staff of qualified professionals has been solely committed to providing a broad range of portfolio analysis and equity return enhancement products to the investment community. It has a reputation of delivering only the highest quality data. Its client list covers a very broad range of the investment community: institutional money managers, pension plans, institutional brokerage departments, financial planners and investment advisors. The company provides data to the companies in North America.

Carbon Engineering Ltd. provides technologies and facilities to synthesize clean fuels from air, water, and renewable power. Its technology captures carbon dioxide directly from the atmosphere and use carbon dioxide in the synthesis of clean transportation fuels that displace crude oil. The company was founded in 2009 and is headquartered in Squamish, Canada.

Bellevue Spur Capital Corp. provides investment services.

Evolve Funds Group, Inc. provides investment services. It offers evolve US banks enhanced yield ETF, evolve US banks enhanced yield ETF, evolve active US core equity ETF, evolve active US core equity ETF, evolve automobile innovation index ETF, evolve automobile innovation index ETF, evolve cyber security index ETF, evolve cyber security index ETF , evolve active Canadian preferred share ETF, evolve north American gender diversity index ETF, evolve north American gender diversity index ETF, evolve global healthcare enhanced yield ETF, evolve global healthcare enhanced yield ETF, evolve active short duration bond ETF, evolve active short duration bond ETF, and evolve active floating rate loan ETF. The company was founded by Raj Lala and is headquartered in Toronto, Canada.

Part of Mirae Asset Global Investments Co., Ltd., Horizons Exchange Traded Funds, Inc. is a Canadian company that provides exchange traded funds. The company is based in Toronto, Canada. The company was founded by Adam Felesky.

Evolve Fund Corp. is a mutual fund corporation, which engages in the business of investing in a portfolio comprised primarily of common shares of gold mining issuers. The company was founded on November 8, 2018, and is headquartered in Toronto, Canada.