Karen Maidment

TD Ameritrade Holding Corp. engages in the provision of securities brokerage services and related technology-based financial services. It offers the following products and services to retail clients: touch-tone trading, trading over the internet, unlimited streaming, free real-time quotes, extended trading hours, direct access to market destinations and commitment ton the speed of order execution. The company was founded by John Joe Ricketts in 1971 and is headquartered in Omaha, NE.

BMO Financial Group, Inc. provides wealth management and other financial services. It is a diversified financial services provider which offer clients a broad range of personal, commercial, corporate and institutional financial services across Canada and in the United States through BMO Bank of Montreal, BMO Nesbitt Burns, BMO Capital Markets and Chicago-based subsidiary, Harris Bank. BMO Financial Group is located in Toronto, Canada

Clarica Life Insurance Co. used to provide life insurance and investment solutions. Its insurance products and services were universal, permanent and term life insurance, accident, health, death & disability insurance and financial planning services. The company was headquartered in Waterloo, UK.

Harris Bank provides commercial banking services. The bank provides deposit and lending, private bank and wealth management, middle-market investment banking, and real estate investment trust services. It is headquartered in Chicago, IL

Part of MCAN Mortgage Corp., MCAP Financial Corp. is a Canadian company that provides mortgage lending services. The private company is based in Kitchener, Canada.

Part of Mutual Life Assurance Co. of Canada, Mutual Group (US), Inc. is a life insurance concern.

Part of The Toronto-Dominion Bank, TD Waterhouse Canada, Inc. is a Canadian company that offers investment services to individuals. The private company is based in Toronto, Canada. The company's services cater to those who are just starting out, those who prefer to work with an experienced professional, and those who want to take control as a self-directed investor.