John Loeprich

FIC aims to deliver strong long-term returns through fundamental analysis with a bottom-up stock picking approach to select investments. Their portfolio managers and analysts employ a hands-on investment approach which includes visiting companies, conducting interviews and communicating with competitors. The firm covers over 90% of the companies included on the major global indices.

Hillsdale is an active manager which specializes in equities, alternatives, ESG and customized mandates which are based on a disciplined and systematic approach to investment decision making. They believe that a measurable, rational, evidence-based process leads to superior investment results. The Hillsdale investment process embraces both fundamental and quantitative investment approaches, capturing the finest elements of these complementary perspectives.

Functions as a College/University

QIFM provides forward thinking investment solutions to investors by partnering with best-in-class businesses for exceptional opportunities. They structure, market and manage tax-effective flow-through products. The firm focuses on investing in flow-through shares issued by Canadian resource companies including oil and gas and mining growth companies. They target companies with: (1) experienced management teams; (2) focused assets and production growth opportunities; (3) qualified land and operational teams; (4) a risk management strategy and management teams with capital markets and financial expertise.

engages in oil and natural gas exploration, development and production

Legacy Partners Wealth Strategies, Inc., operating as Investment Strategies Inc, is a financial services firm specializing in serving Canadian entrepreneurs. The private company is based in Toronto, Canada. The Canadian company offers holistic wealth management that integrates business and personal financial planning tailored to business owners. Its services include portfolio management, retirement and succession planning, estate planning with efficient corporate structures, and exempt market dealer services focused on early-stage company investments and capital raising. The firm provides personalized consultations, educational resources such as a free 7-day course on raising capital, and various business resources including guides, templates, and market research to support business development.

Engages in raising fund for supply of medical equipment in hospitals

3iQ focuses on providing investors with exposure to digital assets, disruptive technologies and the blockchain space. Their disciplined approach to investment selection is aided by the most innovative due diligence process and quantitative techniques.

Acts as Closed-End Investment Fund/Investment Trust