Jessica Grove

TD Asset Management, Inc. (TDAM) is a Canadian investment management firm headquartered in Toronto, Ontario. The firm is a subsidiary of the Toronto-Dominion Bank (NYSE: TD), a Canadian chartered bank regulated by the Office of the Superintendent of Financial Institutions. Founded in 1987, TDAM provides discretionary investment management services to corporations, investment companies, pension funds/plans, endowments and foundations.

Cormark Securities Inc. (Cormark) is an independent investment dealer headquartered in Toronto, Canada with additional office in Calgary. The firm was founded in 1981 as Sprott Securities, Inc. Cormark Securities provides execution and comprehensive coverage of Canadian listed companies to domestic and international institutional investors. They focus on Canadian-listed, mid-cap and emerging growth companies.

Jarislowsky Fraser Ltd. (JFL) is a Canadian investment counsel firm headquartered Montréal, Quebec. The firm was founded by Stephen Jarislowsky in 1955 and was acquired in 2018 by The Bank of Nova Scoatia (NYSE, TSX: BNS). JFL manages pension funds, endowment funds, corporate and private portfolios for clients in North America and overseas. They manage investments on behalf of governments, corporations, universities, labor unions, and high net worth individuals.

Invesco Canada Ltd. is a Canadian mutual fund manager headquartered in Toronto, Ontario. The firm was founded in 1981 and formerly known as Invesco Trimark Ltd. and as AIM Funds Management, Inc. They are a subsidiary of Invesco Ltd. (NYSE: IVZ) in the US. Invesco Canada primarily provides investment advice to the Canadian Funds. In addition, the firm provides investment advice to investment companies, charitable organizations, pension plans, endowments, charities and corporations, banks, pooled investment vehicles, provincial or municipal government entities and insurance companies.

BMO Capital Markets Corp. (Canada) (BMO Capital Markets-Canada) is the Canadian brokerage arm of BMO Capital Markets Corp., a full-service financial services provider in the US. The firm was founded in 1817 and is a subsidiary of BMO Asset Management, Inc., which is owned by Bank of Montreal (NYSE, TSX: BMO) in Canada. Headquartered in Toronto, BMO Capital Markets-Canada provides full-service, institutional brokerage services to corporate, institutional and government clients around the world.

Wickham Investment Counsel, Inc. (Wickham) is an independent Canadian investment management firm headquartered in Hamilton, Ontario. Wickham was founded in 1999 by a group of experienced portfolio managers to provide independent investment management services to individuals, institutions and other organizations.

CI Investments, Inc. is a Canadian mutual fund manager headquartered in Toronto, Ontario. The firm was founded in 1965 as CI Mutual Funds, Inc. and adopted the name CI Investments in June 2005 to reflect its diverse line-up of investment options, including mutual funds, segregated funds, asset allocation programs, structured products and other alternative investments. They are a subsidiary of CI Financial Corp. (TSX: CIX). CI Investments manages money on behalf of Canadian investors and provide them with an increasingly comprehensive Canadian, global and industry funds.

Burgundy Asset Management Ltd. (Burgundy) is a Canadian fund management firm headquartered in Toronto, Ontario. The firm was founded in 1990 and is a subsidiary of Laucam Holdings Ltd. Burgundy offers discretionary investment management services to institutions (foundations, endowments and pension funds) and private individuals through separately managed accounts and commingled funds.

Delaney Capital Management Ltd. (Delaney Capital) is an independent, Canadian investment management firm headquartered in Toronto, Ontario. The firm was founded in 1992 by Catherine Delaney. Delaney Capital provides discretionary investment management services to high-net-worth individuals and families, institutions, and foundations.

1832 Asset Management LP (1832 AM) is a Canadian asset management firm headquartered in Toronto, Ontario. The firm does business as Scotia Global Asset Management and is a subsidiary of Bank of Nova Scotia (NYSE, TSX: BNS). In 2013, another BNS subsidiary, GCIC Ltd. underwent an internal consolidation and transferred its asset management business to 1832 AM. In 2008, through a reorganization by the Bank of Nova Scotia, Scotia Asset Management came to encompass the Scotia Funds, the asset management programs that had been run by the bank's brokerage arm Scotia McLeod and Scotia Cassels Investment Counsel Ltd. 1832 AM offers a broad range of investment solutions to meet the diverse needs of clients across all levels of wealth in Canada and around the world.

National Bank Financial, Inc. (Broker) (NBF-Broker) is the broker/dealer division of National Bank Financial, Inc., a Canadian mutual fund manager headquartered in Montréal, Quebec. The firm was founded in 1902 and is a direct subsidiary of National Bank Acquisition Holding, Inc., ultimately owned by National Bank of Canada (TSX: NA). NBF-Broker provides retail advisory and brokerage services with institutional brokerage, investment banking, corporate finance and securities clearing services for third parties. The firm has a substantial presence in all regions of Canada, as well as operations in the US and Europe.

RBC Dominion Securities, Inc. (RBCDS) is a Canadian broker/dealer headquartered in Toronto, Ontario. The firm was founded in 1901 and is a subsidiary of Royal Bank of Canada (TSE, NYSE: RY). RBCDS provides a full spectrum of brokerage services to retail and corporate clients.

Credit Suisse Securities (Canada) Inc. is a broker/dealer headquartered in Toronto, Ontario with offices worldwide. The firm is a subsidiary of Credit Suisse Group (NYSE: CS). Their equity research equity group engages in a broad range of activities for investors including sales, trading, financing, prime brokerage and market-making in U.S. and international equity and equity related securities, options, futures, risk management and hedging products. Their activities cover both exchange-traded and over-the-counter traded securities, including American depositary receipts, restricted stocks, equity repurchases, block trade executions, program trading executions, equity derivatives and convertible securities. The fixed-income franchise operates as a single, unified platform that handles all fixed-income cash and derivative products. Products and services range from securitization and liability management transactions to sales and trading and superior research.

Founded in 1999, Paradigm Capital, Inc. is an independent, institutional investment dealer headquartered in Toronto with an additional office in Calgary. They offer sector-based research, a strong distribution platform and select investment banking mandates. The firm focuses their research, distribution and investment banking efforts on several areas in the Canadian equity markets: growth, mining, energy and energy services. Paradigm is a member of the CIPF.

Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team.

KJ Harrison & Partners, Inc. (KJH) is an investment management firm headquartered in Toronto, Canada. The firm was founded by K. James Harrison in 2001 and is a wholly owned subsidiary of Harrison & Partners Holdings, Inc. KJH offers investment advisory services to select individuals and families.

Pender Private Equity Fund Management Inc (Pender Ventures) is a venture capital subsidiary of PenderFund Capital Management Ltd founded in 1994 by John Kelly Edmison. The firm is headquartered in Vancouver, Canada with an office in Ontario.

EdgePoint Investment Group, Inc. (EdgePoint) is an independent investment manager headquartered in Toronto, Canada. The firm was founded in 2008 by Tye Bousada, Geoff MacDonald, and Patrick Farmer. EdgePoint offers discretionary investment management services to institutions (foundations, pension portfolios, etc.) through separately managed accounts.

Turtle Creek Asset Management, Inc. (Turtle Creek) is an investment management firm headquartered in Toronto, Canada. The firm was founded in 1998 and is a subsidiary of Tortoise Stream Investments Ltd.. Turtle Creek focuses on long-term capital growth for a clientele of high-net worth individuals, families and institutions.

Canoe Financial LP (Canoe) is an independent, Canadian mutual fund manager headquartered in Calgary, Alberta. The firm was founded by Michael Chernoff in 2008. Canoe offers a variety of mutual fund and closed-end investment products that are designed to build wealth for Canadian investors.

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.

Sarona Asset Management Inc is an Independent Private Equity/Venture Capital firm founded in 1956 by Gerhard Pries. The firm is headquartered in Kitchener with additional office in Amsterdam.

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.

Echelon Wealth Partners, Inc. (Echelon) is a Canadian-owned and operated full-service broker-dealer headquartered in Toronto, Ontario. The firm was founded by Robert Furse and David Cusson in 2010 as Euro Pacific Canada, Inc. They are owned by 1-UP Holdings Corp., a holding company. Echelon offers superior investment advice and efficient trade execution for their institutional and retail clients. In 2023, Echelon and PI Financial Corp. (now known as Ventum Financial Corp.) have agreed to combine in a merger of equals to create an investment advisory, wealth management, and capital markets firm.

iCON Infrastructure LLP is a private equity firm founded in 2004 by Paul Malan. The firm is headquartered in London, United Kingdom with offices in Germany, Canada and the United States.

Eight Capital is a 100% principal-owned, Canadian investment dealer headquartered in Toronto, Ontario. It has additional offices in Calgary, Alberta and Montreal, Quebec. The firm was founded in 2016 as Dundee Capital Partners. They offer investment banking, equity research and institutional sales & trading services to retail and institutional clients. Eight Capital provide their clients with timely market insights (with the assistance of their equity research team) across all the investment disciplines: fundamental, technical, and quantitative. Beyond the traditional market access trading provides, their traders work with clients to find unique liquidity solutions, and discreet trading solutions for large blocks of stock.

Waratah Capital Advisors Ltd. (Waratah) is an independent, Canadian hedge fund management firm headquartered in Toronto, Ontario. The firm was founded in 2010 by Brad Dunkley and Blair Levinsky. Waratah provides investment advisory services to pooled investment vehicles and separately managed accounts.

CBRE Caledon Capital Management Inc (CBRE Caledon Capital) is a private equity arm of CBRE Investment Management founded in 2007 by David Rogers. The firm is headquartered in Toronto, Canada.

Forum Equity Partners, Inc. (Forum Equity Partners) is a Private Equity firm founded in 2002 by Richard Abboud. The firm is headquartered in Toronto.

Timelo Investment Management, Inc. (Timelo) is a privately owned Canadian boutique investment manager headquartered in Aurora, Ontario. The firm was founded by Jean-François B. Tardif in 2010. Timelo provides investment advisory and portfolio management services to various investors.

CMCC Global (CMCC Global) is a venture capital firm founded in 2016 by Charlie Morris and Martin Baumann. The firm is headquartered in Hong Kong with additional offices in North America, Asia and Europe.

Ullman Wealth Management, Inc. (UWM) is a Canadian asset management firm headquartered in Toronto, Ontario. The firm was founded by Lawrence Ullman. UWM provides strategic private capital management services to high-net-worth individuals, corporations, endowments, charities and foundations throughout the world.

Part of PM365, Inc., Lexington Park Real Estate Capital, Inc. is a Canadian company that provides real estate services. The company is based in Waterloo, Canada.

Alignvest Private Capital is a Private Equity firm, a subsidiary of Alignvest Management Corp. founded in 2010. The firm is headquartered in Toronto.

Ontario Teachers Private Capital /Infrastructure/ is a private equity firm founded in 2001. The firm is headquartered in Toronto, a subsidiary of Ontario Teachers' Pension Plan Board.