Colin Wade Sinclare

Montreal Trust Co. of Canada offers financial and trust services to individuals, businesses and other types of organizations. It operates through a network of branches and offices throughout Canada. The company is headquartered in Montréal, Canada.

Mawer Investment Management Ltd. (Mawer) is a privately-owned, Canadian mutual fund manager headquartered in Calgary, Alberta. It has additional office in Toronto, Ontario, and a subsidiary with an office in Singapore. 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. Mawer also provides discretionary portfolio management services for US-based corporations and institutions, as well as certain US residents. The firm also provides sub-advisory services to certain institutional public mutual funds, non-public pooled funds, separately managed accounts, or wrap-fee programs that are managed and operated by other non-affiliated portfolio managers or investment managers.

MFS Investment Management Canada Ltd. (MFS Canada) is an investment management firm headquartered in Toronto, Ontario. The firm is a subsidiary of Massachusetts Financial Services Co. and their ultimate parent is Sun Life Financial, Inc. (TSE: SLF) in Canada. Formerly known as McLean Budden Ltd., MFS Canada was founded in 1947 and manages investments for corporate retirement and pension plans, defined contribution, endowments & foundations, public funds, sub-advised clients, and Taft Harley plans.