Michael Lombardi

Franklin Templeton Investments Corp. (FTI) is a SEC-registered investment advisor and mutual fund manager headquartered in Toronto, Canada. The firm was founded in 2000 and they are a subsidiary of Templeton International, Inc. Their ultimate parent is Franklin Resources, Inc. (NYSE: BEN), a global investment management company also known as Franklin Templeton Investments. FTI provides investment advisory and portfolio management services with clients in jurisdictions worldwide, which include registered open-end and closed-end funds and unregistered funds, as well as separate accounts for institutional and high net-worth clients.

Foresters Financial Services, Inc. provides asset management services. Its products and services include mutual funds, college savings plans, insurance, and retirement planning. The company was founded on February 7, 1968 and is headquartered in New York, NY.

IBM Canada Ltd. develops, manufactures and sells advanced information processing products. Its products include computers and microelectronic technology, software, networking and related services. The company was founded in 1917 and is headquartered in Markham, Canada.

The CUMIS Group Ltd. provides insurance services. It provides financial security and promotes the credit union system in Canada. The firm offers credit and mortgage protection, executive benefits, home, auto insurance, travel insurance, individual life products, retirement services and insurance for credit unions. The company was founded in 1983 and is headquartered in Burlington, Canada.

CMA Holdings is a wholly-owned subsidiary of the Canadian Medical Association (CMA). CMA is a national voluntary association that advocates on behalf of Canadian physicians and the Canadian public for high quality health care, and at present has over 60,000 members. CMA Holdings, through various subsidiaries, operates several businesses which provide services to CMA members, including financial counselling and the management of approximately $19 billion in assets as at March 31, 2005 for more than 100,000 clients

The Co-Operators Group Ltd. operates as insurance and financial services co-operative. It offers home, auto, life, business, farm, and travel insurance. The company was founded by Albert Savage in March 1945 and is headquartered in Guelph, Canada.

The Sovereign General Insurance Co. provides commercial property, casualty insurance and personal insurance services. The company was founded in May 1953 and is headquartered in Calgary, Canada.

The Wawanesa Mutual Insurance Co. provides property and casualty insurance services. It offers personal insurance, home and mobile home, tenants, condominium unit owners, business insurance and farm insurance policies. The company was founded by Alonzo Fowler Kempton on September 25, 1896 and is headquartered in Winnipeg, Canada.

Addenda Capital, Inc. is an investment management firm headquartered in Montréal, Quebec, Canada. The firm was founded in 1996 and is a subsidiary of Co-operators Financial Services Ltd., which is owned by The Co-Operators Group Ltd. Addenda Capital provides solutions to its institutional and private high net worth clients.

Amex Bank of Canada, Inc. provides credit cards and other financial services. The company is a federally chartered bank which issues charge cards such as personal cards, gold cards, platinum cards, corporate cards as well as American Express Air Miles Cards and costco cards. The company is headquartered in Markham, Canada.

Definity Insurance Co. provides insurance services. Its services include property, casualty, and life insurance. The firm's brands include Economical Insurance, Economical, Western General, Economical Select, Perth Insurance, Sonnet, Petsecure, Economical Financial, and Family Insurance Solutions. The company was founded on November 25, 1871 and is headquartered in Waterloo, Canada.

Part of The Co-Operators Group Ltd., Co-operators Development Corp. Ltd. is a Canadian-owned insurance company that has been providing insurance solutions for over 70 years. The company is based in Guelph, Canada. The company offers a range of insurance products including home, life, auto, business, travel, and farm insurance, as well as investments and group coverage, benefits, and retirement plans. Co-operators provides personalized advice to help customers reach their financial goals and improve their safety, resiliency, and quality of life.

The Institute of Corporate Directors is a not-for-profit, member-based association that serves as a resource and voice for directors and boards. The non-profit company is based in Toronto, Canada, and has subsidiaries in Canada. The ICD provides thought leadership through various publications and is a unified voice for directors. The Canadian company was founded by Brian J. Gibson, and Rahul K. Bhardwaj has been the CEO of the company since 2016.

AERIC, Inc., dba The Conference Board of Canada, is an independent, not-for-profit applied research organization headquartered in Ottawa, Saskatchewan. The Board helps build leadership capacity for a better Canada by creating and sharing insights on economic trends, public policy issues, and organizational performance. They forge relationships and deliver knowledge through their learning events, networks, research products, and customized information services. Their members include a broad range of Canadian organizations from the public and private sectors. The Conference Board of Canada was formed in 1954, and is affiliated with The Conference Board, Inc. that serves some 3,000 companies in 67 nations.

World Vision Canada is a Christian relief, development and advocacy organization. It focuses on working with children, families and communities to overcome poverty and injustice. The organization’s programs include Learning through Evaluation with Accountability and Planning and Children Aid. It also engages in community and economic development, donations, education, emergencies, and nutrition. The company was founded by Robert Pierce in 1947 and is headquartered in Mississauga, Canada.

The International Cooperative & Mutual Insurance Federation (ICMIF) is a global network of values-led insurers that come together to strengthen their organizations within a non-competitive environment. ICMIF has subsidiaries in El Salvador and is based in Altrincham, UK. ICMIF was formed in 1922 by a group of five cooperative insurance companies and is the only place where values-led insurers from across the globe come together. The organization provides support to boost organizational capabilities and to be the voice of the industry. The CEOs of the British company are Shaun Tarbuck and Liz Green.

L'Union Canadienne Cie. d'Assurances provides property and casualty insurance services. The company was founded on March 2, 1995 and is headquartered in Québec, Canada.

Citizens Bank NA provides commercial banking services. It offers credit cards, borrowing services, student lending solutions, retirement plans, and wealth management and investment services. The company is headquartered in Providence, RI.

Mercer (US), Inc. provides human resources and staffing assistance. It's services include talent management, health and benefits, investments, retirement, and mergers and acquisitions. The company is headquartered in New York, NY.

Part of The Independent Order of Foresters, Forester Holdings (Europe) Ltd. is a British company that engages in activities of head offices. The company is based in Bromley, UK.

Harvest Portfolios Group, Inc. (Harvest) is an independent, Canadian investment management firm headquartered in Oakville, Ontario. The firm was founded by Louis “Michael” Kovacs in 2009. Harvest offers the Harvest ETFs to Canadian investors.

The International Co-operative Alliance operates as a business association. The private company is based in Grand-Saconnex, Switzerland.

Invico Capital Corp (Invico Capital) is a private equity firm founded in 2005 by Jason Brooks and Allison Taylor. The firm is headquartered in Calgary, Canada.

Mercer Global Investments Canada Ltd. (Mercer Canada) is a Canadian investment management firm headquartered in Toronto, Ontario. The firm is a subsidiary of Mercer Investments LLC, ultimately held by Marsh & McLennan Cos., Inc. (NYSE: MMC) in the US. Mercer Canada provides investment advice and solutions to build healthier and more sustainable futures for their clients, colleagues and communities.

United Way Toronto provides social services. The private company is based in Toronto, Canada. The Canadian company was founded by Martine Irman.

Das Legal Protection Insurance Co. Ltd. provides legal expense insurance service. The firm serves to the businesses, association programs, brokers, corporate partners and lawyers. The company is headquartered in Toronto, Canada.

Business Council of Canada provides program for research and consultation and advocacy of economic and social fabric. The company was founded in 1976 and is headquartered in Ottawa, Canada.

Foresters Financial Investment Management Co. Canada, Inc. provides investment solutions and advice. It offers life insurance, savings, investment, and retirement solutions. The company was founded in 2002 and is headquartered in Toronto, Canada.

Evok Innovations, Inc (Evok Innovations ) is a venture capital firm founded in 2016 by Judy A. Fairburn. The firm is headquartered in Vancouver, Canada.

Foresters Financial Ltd. is an Australian private company located in Melbourne that provides investment and related management services.

White Hat Financial Inc. provides loans that offer cash-back to its customers. The company is based in Toronto, Canada. The Canadian company specializes in debt consolidation loans that also provide cash-back. The company was founded by Mark Levitan, Bruce M. Hodges. Bruce M. Hodges has been the CEO since incorporation.