Seth Chang

Leede Jones Gable, Inc. is an independent, employee-owned investment management firm headquartered in Calgary, Canada. The firm was formed in 2015 as a result of the merger between Leede Financial Markets Inc. and Jones, Gable & Company Ltd., financial services firms founded in 1987 and 1965, respectively. Leede Jones Gable provides discretionary advisory and investment management services through investment advisors and portfolio managers across Canada.

Founded by Alfred Newton Wolverton in 1910, Wolverton Securities Ltd. is a full-service, independent, Canadian-owned investment bank and brokerage firm headquartered in Vancouver, British Columbia. The firm provides a wide range of financial services to both corporate and retail clients. They are connected with every principal stock exchange in North America as a member or through trading agreements. Wolverton Securities is the oldest member of the Toronto Stock Exchange Group. To serve the U.S. market, the firm owns and manages Wolverton Securities (USA) Ltd., a fully-licensed U.S. brokerage subsidiary. Wolverton Securities' investment products and services include: (1) Canadian, U.S. and foreign equities and options (2) Government and corporate bonds (3) money market instruments (4) RRSP eligible investments (5) public offerings (6) tax deferred investments (7) mutual funds and (8) wealth management services.

RBC Global Asset Management, Inc. (RGAM) is an investment advisor and mutual fund manager headquartered in Toronto, Ontario. They are an indirect, wholly-owned subsidiary of the Royal Bank of Canada (TSE, NYSE: RY). The firm was founded in 2008 following the merger of RBC Asset Management and Phillips, Hager & North Investment Management in Canada, together with the US-based institutional asset management company, RBC Global Asset Management (US). RGAM provides a wide variety of investment services through mutual funds, pooled funds and separately managed portfolios for both individual and institutional investors. They are the primary investment manager for the RBC Financial Group businesses serving the needs of private clients, which include the RBC Funds.