Martine Cunliffe

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.

Credit Suisse AG is an investment management firm headquartered in Zurich, Switzerland. The firm was founded in 1856 and was acquired by UBS Group AG (SWX: UBSG) from Credit Suisse Group AG in 2023. Credit Suisse manages global and regional portfolios, mutual funds, and other investment vehicles for governments, institutions, corporations and individuals worldwide. They also offer private banking and wealth management, investment banking, and corporate and business support services.

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.

Polar Equity Partners (PEP) is a venture capital firm located in Toronto, Ontario. The firm was founded by Reid Drury in 1991. The firm is headquartered in Canada.

Schroder Investment Management (Switzerland) AG (SIMSAG) is the Swiss wholly-owned asset management subsidiary of Schroder International Holdings Ltd., ultimately owned by Schroders Plc (LON: SDR) in Great Britain. Headquartered in Zurich, SIMSAG was founded in 1988 and acts as the fund management company for the Schroder funds domiciled in Switzerland.

Ontario Hospital Association provides healthcare services. It offers access and delivery services to provinces. The firm specializes in care homes, assisted living, and community housing. The company is headquartered in Toronto, Canada.

DUCA Financial Services Credit Union Ltd. is a Canadian financial institution that offers personal and business banking services, including everyday banking, mortgages, credit cards, insurance, and wealth management. The private company is based in Toronto, Canada, and has subsidiaries in Canada. The Canadian company offers a high-interest savings account with no locked-in terms or withdrawal restrictions, and members can benefit from profit sharing, low borrowing rates, high-interest savings accounts, and great financial advice. DUCA also provides credit cards that offer cashback, travel, and great merchandise. DUCA was founded in 1954, and Doug Conick has been the CEO of the company since 2016.

Achilles Information Ltd. provides supplier information and procurement services. It builds and supports buyer-supplier communities in a number of industry sectors, creating unique global networks. The company was founded in 1990 and is headquartered in Abingdon, the United Kingdom.

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.

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.

The Commonwell Mutual Insurance Group operates as an insurance agency. It provides residential, commercial, farm, automobile and watercraft services. The company was founded on January 1, 2014 and is headquartered in Lindsay, Canada.

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.

WealthBar Financial Services, Inc. engages in the provision of an online wealth management and financial planning platform. It offers online investing portfolios and exchange-traded funds along with commission-free advice. The company was founded by Tea Nicola and Chris Nicola in 2013 and is headquartered in Vancouver, Canada.

CBRE Ltd. operates as a real estate company. It provides asset services, including property and facilities management, tenancy management, building service engineering and renovation, financial and accounting and sustainability practices. The company was founded in 1983 and is headquartered in Toronto, 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.

Habitat for Humanity GTA is a local organization that mobilizes communities to help working families build strength, stability, and self-reliance through affordable homeownership. The non-profit company is based in Toronto, Canada. Since 1988, they have built 23 new communities, providing a hand-up to hundreds of families so parents and children can have a safe, decent, and affordable place to call home. With the help of volunteers, donors, and community partners, they provide a solid foundation for better, healthier lives for families in the GTA. The Canadian company builds affordable, inclusive communities across the greater area.

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.

Energy Vault, Inc. provides energy storage solutions. The company is headquartered in Pasadena, CA.

Vendasta Technologies, Inc. engages in the development and sale of software products for local marketing agencies under Vendasta platform. It operates through the Software and Partner Solutions segments. The Software segment consists of subscription to the platform; owned and operated software products; and marketplace purchases. The Partner Solutions segment includes partner services, websites, and digital ads that are not acquired on an annual basis. The company was founded by Ches Orlando Hagen, Brendan King, Jeff Tomlin, John Fothergill, Allan Wolinski and Guy Kelsey on January 8, 2008 and is headquartered in Saskatoon, Canada.

Triovest Realty Advisors, Inc. operates as a commercial real estate advisory services. It offers property management, asset management, and leasing services. The company is headquartered in Toronto, Canada.