Alan OBrien

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.

Founded in 1939, Scotia Capital, Inc. is a full-service financial services firm headquartered in Toronto, Ontario. The firm is a subsidiary of the Bank of Nova Scotia (NYSE: BNS) Their global operations are divided into two primary business units: (1) global corporate and investment banking and (2) global capital markets.

BloombergSen, Inc. is a private asset management firm headquartered in Toronto, Canada. The firm was founded in 2008 by Jonathan Bloomberg and Sanjay Sen. BloombergSen manages portfolios for individuals, families, endowments, foundations and pension funds, as well as their own assets, through pooled funds and segregated accounts.

TPG Capital LLC is a Private Equity firm, a subsidiary of TPG Capital Advisors LLC founded in 1992 by William S. Price and James George Coulter. The firm is headquartered in Fort Worth with additional offices in London and São Paulo.

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.

Manulife Capital (Private Equity) (Manulife Capital) is a private equity subsidiary of Manulife Capital, Inc. founded in 1998. The firm is headquartered in Toronto, Canada.

Goodmans LLP provides legal services. The private company is based in Toronto, Canada. and has subsidiaries in Canada.

Part of UBS Group AG, UBS Investment Bank AG is a financial institution based in Geneva, Switzerland. The Swiss company offers a range of banking solutions for private clients, including accounts, mortgages, pension plans, and investment advice. The company also provides expert advice on financial matters for corporate clients and institutions. The company offers digital banking services, including e-banking and mobile banking, and allows customers to send money around the world in 131 currencies. UBS Investment Bank also provides investment views and financial market data. UBS Investment Bank recently acquired Credit Suisse Group AG and is approaching the task in a respectful and timely manner.

CB Richard Ellis Ltd. provides real estate management and development services. The firm offers sales, leasing, marketing, disposition, and consulting services. It provides property sales, leasing and management, corporate services, facilities and project management, mortgage banking, investment management, capital markets, appraisal and valuation and research services. The company was founded in 1983 and is headquartered in Ontario, Canada.

Ontario Bar Association operates as the voice of Canada’s legal profession. The firm represents lawyers, judges, notaries, law teachers and law students from across the province. It specializes in advocacy, practice area sanctions, professional development programs, and law reform and law amendment. The company was founded in 1896 and is headquartered in Toronto, Canada.

Part of YMCA of the USA, YMCA of Central Kentucky is a company based in Lexington, KY.

Part of Deloitte LLP (New York), Deloitte & Touche, Inc. provides accounting services. The company is based in Calgary, Canada.

Abbottsfield Industrial Training, Inc. provides management consulting services and operates as a technical and safety training consulting company. The company offers SkillsNOW Performance Improvement and Regulatory Compliance System that brings together the training, performance improvement, and regulatory compliance programs, materials, documents, and other similar elements available at the site and offers access to the materials and programs to the employees; generic computer-based training (CBT) programs; and site-specific CBT programs. It also provides CBT Web-hosting and management services; MSDS Web-hosting and management services; and EnviroMILL and EnviroPLANT, the programs, which addresses environmental stewardship, compliance, recording, and reporting requirements. The company was founded in 1988 and is headquartered in Portland, OR.

Women in Capital Markets is a network of professional women in the Canadian capital markets industry. The non-profit company is based in Toronto, Canada. Lara Kathleen Zink has been the CEO of the Canadian company since 2021.

Nicola Wealth Management Ltd. (Nicola Wealth) is a Canadian investment management firm headquartered in Vancouver, British Columbia. The firm was founded by John M. Nicola in 1994 as John Nicola Financial Group Ltd. They are a subsidiary of NWM Holdings Ltd., which is ultimately owned by Cementir Holding NV (BIT: CEM) in Italy. They provide bespoke wealth management and asset management services to affluent individuals, families, and institutions across Canada and the US. Nicola Wealth is a signatory of the United Nations? Principles for Responsible Investment (UNPRI).

Knowledge First Financial, Inc. operates as an investment fund manager, administrator and distributor. It offers Registered Education Savings Plans (RESP) and financial services. The company was founded in 1965 and is headquartered in Mississauga, Canada.

Heritage Education Funds, Inc. (Canada) engages in group Registered Education Savings Plans. The plan it offers are heritage plan, impression plan, and group/employee plan. The company was founded in 1965 and is headquartered in Toronto, Canada.

Canuck Place Children's Hospice provides pediatric palliative care. It offers clinical care, respite care, nursing phone support, recreation therapy, counselling, end of life care and education & art. The company was founded by Brenda Eng in November 1995 and is headquartered in Vancouver, Canada.

MD Financial Management, Inc. (MD) is a Canadian fund-of-funds manager headquartered in Ottawa, Ontario. The firm was founded in 1969 and is owned by The Bank of Nova Scotia (TSE: BNS). MD provides financial products and services and offers investment counselling services to Canada’s physicians and their families. The firm also serves as the fund manager for the MD Family of Funds.

The Knowledge First Foundation, operating under the name Embark, is a Canadian education savings and planning company. Embark provides guidance to Canadians on post-secondary education planning and savings, helping them prepare for their dream college, university, or trade school programs. The private company is based in Mississauga, Canada. The company offers registered education savings plans (RESP) and expert advice to help families achieve their saving goals and prepare their children for post-secondary education. Andrew Lo has been the CEO of the company since 2023.

Finn.AI provides white-labelled virtual banking assistant platform. It transforms banking from static, one-size-fits-all destination websites and mobile apps to an intelligent personal chatbot assistant. The company was founded by Natalie Cartwright, Guru Sivananda Reddy Atlu, and Jake Tyler in 2014 and is headquartered in Vancouver, Canada.

Payments Canada provides clearing and settlement infrastructure, processes and rules essential to transactions. It offers Canada’s national payments systems. The company was founded in 1980 and is headquartered in Ottawa, Canada.

Coconut Software Corp. develops an enterprise solution to manage online appointment scheduling for companies in North America. Its customers include the banking and financial, telecommunications, and retail industries. The company was founded by Katherine Regnier in 2007 and is headquartered in Saskatoon, Canada.

Equifax Canada Co. provides information solutions and human resources business process outsourcing services. The firm comprehensive insights including scores, risk analysis and market share analysis to the mortgage ecosystem. The company is headquartered in Toronto, Canada.

Interac Corp. is a payments and digital information exchange, which engages in the provision of debit payments system. Its services include cash, debit, flash, e-transfer, online, mobile payment solutions, and international services. The company was founded in 2013 and is headquartered in Toronto, Canada.

Part of Cementir Holding NV, Nicola Canadian Equity Income Fund is an investment fund. The company is based in Vancouver, Canada. The CEO of the Canadian company is John Michael Nicola.

Part of Cementir Holding NV, Nicola Precious Metals Fund is an investment fund. The company is based in Vancouver, Canada. The CEO of the Canadian company is John Michael Nicola.