Patrick Kim

CI Investments, Inc. is a Canadian mutual fund manager headquartered in Toronto, Ontario. The firm was founded in 1965 as CI Mutual Funds, Inc. and adopted the name CI Investments in June 2005 to reflect its diverse line-up of investment options, including mutual funds, segregated funds, asset allocation programs, structured products and other alternative investments. They are a subsidiary of CI Financial Corp. (TSX: CIX). CI Investments manages money on behalf of Canadian investors and provide them with an increasingly comprehensive Canadian, global and industry funds.

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.

Merrill Lynch Canada, Inc. is a Canadian broker/dealer headquartered in Toronto, Ontario. They are a subsidiary of Midland Walwyn, Inc. and their ultimate parent is Bank of America Corp. (NYSE: BAC). The firm offers brokerage and investment banking services as well as commercial lending, global high-yield debt, global equity, and M&A services to institutional and retail clients.

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.

LOFT Community Services provides specialized, community-based support services to the people with mental and physical health issues. The firm offers programs such as LOFT youth programs, LOFT Adult services and LOFT seniors services. The company was founded in 1953 and is headquartered in Toronto, Canada.

Massachusetts Financial Services Co., do-business-as MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSE, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI).

Guardian Investment Management (GIM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Tiburon, California. The firm was founded by Robert M. Tomasello and Donald L. Hansen in 1976 as a partnership. GIM provides investment management services to individuals, trusts, charitable foundations, retirement plans, estates, and corporations.

Omega Advisors, Inc. is an independent family office headquartered in New York City. The firm was founded by Leon G. Cooperman in 1991 as a hedge fund firm and converted into a family office in 2018.

Aviso Wealth, Inc. is one of Canada's largest independent wealth management firms, providing wealth services to hundreds of institutional and retail organizations. The private company is based in Toronto, Canada, and has subsidiaries in Canada. The Canadian company offers a comprehensive suite of wealth solutions, including investment dealer and insurance services, supporting thousands of financial advisors across Canada. Aviso Wealth's award-winning online brokerage, Qtrade Direct Investing™, enables self-directed investors to build their wealth with confidence. The CEO of the company is William D. Packham.

The Investment Funds Institute of Canada operates as the voice of Canada''s investment funds industry. The company was founded in 1962 and is headquartered in Toronto, Canada.

Qtrade Canada, Inc. manages the QFM Funds, a family of open-end mutual funds. The company is headquartered in Vancouver, Canada.

The Empire Club of Canada operates as a speakers forum. The firm invites speakers to present various perspectives—including those that may not be popular but should be heard. The company was founded in 1903 and is headquartered in Toronto, Canada.

Desjardins General Insurance Group, Inc. provides property and casualty insurance services. Its insurance products include property, auto, and business insurance. The company was founded in 1945 and is headquartered in L?vis, Canada.

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.

Intact Investment Management, Inc. (IIM) is an investment advisor headquartered in Montréal, Canada. The firm was founded in 1809 and formerly known as ING Investment Management, Inc. They are a wholly owned subsidiary of Intact Financial Corp. (IFC) (TSX: IFC). IIM manages assets for institutional investors, which includes IFC and its subsidiaries and pension funds' assets.

Aviva Investors Canada, Inc. is a Canadian asset management firm headquartered in Toronto, Ontario. The firm is a subsidiary of Aviva Canada Inc., ultimately owned by Aviva plc (LSE: AV) in Great Britain. Aviva Investors Canada provides resilient fixed income solutions to institutional investors.

First Avenue Investment Counsel, Inc. is a Canadian company that invests capital alongside their clients, ensuring that their families' financial security is directly aligned with their clients. The private company is based in Toronto, Canada. The company acts as a fiduciary and partner to their clients. and has subsidiaries in Canada. The company was founded in 2009 by Kashayar J. Pashootan, who has been the CEO since 2009.

ONEX Canada Asset Management, Inc. (Investment Management) (OCAM-IM) is the investment management division of ONEX Canada Asset Management, Inc., an investment company headquartered in Toronto, Canada. Formerly known as Gluskin Sheff + Associates, Inc., the firm was founded by Ira Gluskin and Gerald Sheff in 1984 and is a subsidiary of ONEX Corp. (TSX: ONEX). OCAM-IM provides private and liquid market investment solutions to wealth advisors and their clients.

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.

Mawer Investment Management Ltd. (Mawer) is a privately-owned, Canadian mutual fund manager headquartered in Calgary, Alberta. The firm was founded as a partnership in 1974 by Charles Mawer. They provide discretionary portfolio management services in certain jurisdictions in Canada for individuals, corporations, trusts, estates, institutions, pension funds, and not-for-profit organizations.

The Players Ltd. engages in the provision of electronic sports education and training courses. The company was founded in 2014 and is headquartered in Hong Kong.

Manulife Investment Management Ltd. (MIML) is the global asset management arm of Manulife Investment Management Holdings (Canada) Ltd., ultimately held by Manulife Financial Corp. (NYSE, TSE: MFC) in Canada. The firm was founded in 1949 and formerly known as MFC Global Investment Management and as Manulife Asset Management Ltd. Headquartered in Toronto, MIML and their affiliates provide comprehensive asset management solutions for pension plans, foundations, endowments, financial institutions and other institutional investors worldwide, as well as for Manulife and John Hancock's wealth management and retirement products.