Simran Arora

Mackenzie Financial Corp. (dba Mackenzie Investments) is a Canadian asset management firm headquartered in Toronto, Ontario. The firm was founded in 1967 and is a direct subsidiary of Mackenzie, Inc., ultimately held by Power Corp. of Canada (TSE: POW). Mackenzie Investments provides discretionary investment advisory services to Canadian mutual funds, such as exchange-traded funds, Separately Managed Accounts, and one closed-end fund listed on the Toronto Stock Exchange.

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.

The Great-West Life Assurance Co. provides insurance and financial services. The firm offers a portfolio of financial and benefit plan solutions for individuals, families and business owners. The company was founded on August 28, 1891 and is headquartered in Winnipeg, Canada.

Art Gallery of Ontario operates as an art museum. The company was founded in 1900 and is headquartered in Toronto, Canada.

The Canada Life Assurance Co. provides insurance and financial services. It provides life insurance, critical illness, disability, and creditor insurance policy. The company was founded in 1847 and is headquartered in Toronto, Canada.

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.

Mackenzie, Inc. provides investment services. The company is headquartered in Winnipeg, Canada.

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.

Canadian Film Centre is a non-profit organization that supports and develops the content, careers, and companies in Canadian creative and entrepreneurial talent in the screen-based and digital industries. It delivers program design and initiatives in span film, television, screen acting, digital media, screen composing, and songwriting which provides industry collaborations, strategic partnerships, and business and marketplace opportunities for talent and participants. The company was founded by Norman Frederick Jewison on August 8, 1988 and is headquartered in Toronto, Canada.

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

MD Management Ltd. provides financial planning services. It offers investment, incorporation, estate and trust, insurance, and banking services. The company was founded in 1969 and is headquartered in Ottawa, Canada.

RBC Wealth Management (RBCWM) is wealth management division of RBC Capital Markets Equity Research, which is ultimately owned by Royal Bank of Canada (NYSE; TSE: RY). Formerly known as RBC Dain Rauscher, Inc., the firm was founded in 2001 and is headquartered in Minneapolis, Minnesota. RBCWM provides trusted advice and wealth management solutions to individuals, families and institutions.

South Eastern Coalfields Ltd. operates as a coal producing company. The firm’s products include coking and semi-coking coal, non-coking coal and coal fines and coke fines. The company was founded in 1985 and is headquartered in Bilaspur, India.

Research Capital Corp. is an independent, fully integrated national investment dealer headquartered in Toronto, Canada. The firm was founded in 2010 as Mackie Research Capital Corp. until 2021. Research Capital offers a complete range of capital markets and wealth management services to private clients, institutions and growth companies with offices across Canada.

Canaccord Genuity Corp. (CGC) is the broker/dealer subsidiary of Canaccord Genuity Group, Inc., (TSE: CF; OTCMKTS: CCORF) in Canada. The firm was founded in 2010 and is locally known as Financière Canaccord ltée. Headquartered in Vancouver, CGC offers corporate and institutional clients with versatile and responsive sales and execution services that range from Institutional Equities and International Equities to Electronic Trading and Fixed Income. Their sales & trading team execution capabilities encompass a wide range of products and services such as Equities, ADR’s, OTC, ETF’s, Fixed Income, Options, Preferreds, Investment Companies.

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.

Amex Canada, Inc. provides travel related services in Canada and assists companies in managing and controlling their business and travel expenses. The company was founded in 1853 and is headquartered in Markham, Canada.

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.

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.

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.