John Harwood Bridgman

Part of Oppenheimer Holdings, Inc., CIBC Wood Gundy Corp. is a Canadian company that provides brokerage services. The company is based in Toronto, Canada.

Founded in 1989, ScotiaMcLeod, Inc. is a broker/dealer headquartered in Montreal, Quebec. The firm is a subsidiary of Bank of Nova Scotia (NYSE, TOR: BNS). Scotia McLeod offers a full array of investment services bond including stock and money market trading, corporate and government finance, mergers and acquisitions, commodities and futures, personal investment services and mutual funds.

Rempart Asset Management, Inc. (Rempart) is an independent wealth management firm headquartered in Montreal, Quebec. The firm was founded in 2010 and is principally owned by Douglas Buchanan and David Stenason. Rempart specializes in discretionary investment management for individuals, private corporations and foundations.

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.

JCIC Asset Management, Inc. (JCIC) is a Canadian boutique investment management firm headquartered in Toronto, Ontario. The firm was founded in 1993 as Jones Collombin Investment Counsel, Inc. JCIC provides investment management to individual families, trust, foundations and companies.

Morningstar Investment Management LLC is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 and is a wholly-owned subsidiary of Morningstar, Inc. (NASDAQ: MORN). Morningstar Investment Management offers various investment advisory services that focus on their core capabilities in asset allocation, investment selection, and portfolio construction to financial or other institutions.

Founded in 1983 by Henry Wolfond, Bayshore Capital, Inc. is private equity firm located in Toronto, Ontario. The firm is a subsidiary of Bayshore Group.

Regal Investment Advisors LLC (RIA) is an independent, SEC-registered investment advisor headquartered in Kentwood, Michigan. The firm was founded by John Kailunas II in 2003 and do-business-as Regal Financial Advisors. RIA offers investment advisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations, and other business entities.

Fasken Martineau DuMoulin LLP operates as law firm. It provides legal services to construction, financial, insurance, life sciences, corporate, and commercial industry. It offers Labour employment and human rights, litigation and dispute resolution, and privacy and cybersecurity risk management. The company was founded in 1863 and is headquartered in Toronto, Canada.

PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY.

CuCo Resources Ltd. engages in copper and cobalt production and exploration services. The company was founded in 2007 and is headquartered in Toronto, ON.

Haywood Securities, Inc. (Investment Management) (Haywood-IM) is the investment management division of Haywood Securities, Inc., a full-service investment dealer headquartered in Vancouver, Canada. Founded in 1981, Haywood-IM offers customized, client centric, multi-asset portfolios for individuals and their families, business owners and like-minded entrepreneurs.

Desjardins Securities, Inc. is the broker/dealer arm of the Desjardins Holding Financier, Inc., ultimately held by Le Mouvement des caisses Desjardins in Canada. Founded in 1991, the firm is headquartered in Montréal and has an additional office in Toronto. Desjardins Securities offers businesses and institutions with a complete range of securities brokerage products and services through its investment advisors and its Disnat Online Brokerage division. The firm is an approved participant on the Montreal Exchange and the Toronto Stock Exchange, as well as a participating member of the TSX Venture Exchange. In addition, Desjardins Securities is a member of both the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (CIPF).

RBC Capital Markets LLC (Investment Management) (RBC-IM) is the asset management division of RBC Capital Markets LLC, a broker/dealer headquartered in New York City. The firm is a subsidiary of RBC USA Holdco Corp., ultimately held by Royal Bank of Canada (NYSE, TSE: RY) in Canada. RBC-IM provides advisory services to individuals, foundations, endowments, employee benefit plans, trusts and estates, educational institutions, corporations, businesses, government entities and other entities.

GlobeInvest Capital Management, Inc. (GlobeInvest) is an investment management firm headquartered in Toronto, Canada. The firm was founded in 1988 by Peter Brieger and is a subsidiary of Graydon Elliott Capital Partners Ltd., an Abbotsford, British Columbia-based wealth management firm. GlobeInvest offers segregated portfolios to their individual clients.

Wellington West Capital, Inc. engages in the provision of securities brokerage services. It also offers investment advice to clients with an offering of managed investment solutions as well as expertise on individual security selection including equities; fixed income; currencies; mutual and exchange-traded funds; alternative investments; and hedging strategies. The company was founded by Charles Spiring in 1993 and is headquartered in Winnipeg, Canada.

Raymond James Ltd. operates as a full-service investment dealer. The firm operates under the divisions of personal investing and equity capital markets. Personal Investing offers solutions to individuals interested in ensuring income, asset growth, and retirement plans. Equity Capital Market provides expertise in investment banking, research, corporate finance, and institutional sales and trading. It caters to individual and institutional clients as well as corporate issuers. The company was founded in 2001 and is headquartered Vancouver, Canada.

Assante Wealth Management (Canada) Ltd. (Assante) is a Canadian wealth management firm headquartered in Toronto, Ontario. The firm was founded in 1995 and is a subsidiary of CI Investments, Inc., ultimately owned by CI Financial Corp. (TSX: CIX). Assante provides integrated wealth management services to individuals, families and businesses throughout Canada.

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.

Cougar Global Investments Ltd. (Cougar Global) is a Canadian wealth management firm headquartered in Toronto, Ontario. The firm was founded by E. James Breech in 1993 and is a wholly-owned subsidiary of Raymond James International Canada, Inc., ultimately owned by Raymond James Financial, Inc. (NYSE: RJF) in the US. Cougar Global provides investment advisory services to certain sponsors under a number of Wrap Programs.

Manulife Securities, Inc. is a Canadian broker/dealer headquartered in Oakville, Ontario. The firm was founded in 1887 and they are a subsidiary of The Manufacturers Life Insurance Co., ultimately owned by Manulife Financial Corp. (NYSE, TSE: MFC). Manulife Securities provides a full array of trading and execution services for their clients.

Watt Carmichael, Inc. is an independent Canadian wealth management firm headquartered in Toronto, Ontario. The firm was founded in 1971 and provides personalized investment solutions for individuals, families, businesses and charitable organizations.

Accilent Capital Management, Inc. (Accilent) is a boutique investment firm headquartered in Toronto, Canada. The firm was founded by Daniel C. Pembleton in 2002. Accilent both creates and provides advisory services for third party and proprietary funds, and structured investments.

Foster & Associates Financial Services, Inc. (Foster & Associates) is an independent, Canadian investment management firm headquartered in Toronto, Ontario. The firm was founded by William Foster in 1994. Foster & Associates offers both individual advisory services and portfolio management for Canadian families.

Osler Bluff Ski Club Ltd. operates as a ski area that provides ski runs and summer club with seasonal activities. The company was founded in 1949 by Struan Robertson and Bill Kingsmill and is headquartered in Blue Mountains, Canada.

Amcor Rigid Plastics USA, Inc. manufactures polyethylene terephthalate plastic packaging products. The company is headquartered in Bingham Farms, MI.