Tim Russell

Bank of Nova Scotia Trust Co. (dba Scotiatrust) is the invest management subsidiary of The Bank of Nova Scotia (TSE: BNS) in Canada. Headquartered in Toronto, the firm was founded in 1993 and offers a full range of specialized services that are tailored to meet a client's personal objectives and designed to evolve across a variety of life stages and financial events. Specifically, Scotiatrust has expertise in estate and trust services.

Part of Deloitte LLP (New York), Deloitte & Touche, Inc. provides accounting services. The company is based in Calgary, Canada.

Montrusco Bolton Investments, Inc. (Montrusco Bolton) is an independent asset management firm headquartered in Montreal, Canada. Founded in 1946, Montrusco Bolton provides investment management services to individuals, including high net-worth individuals, banks or thrift institutions, pension and profit-sharing plans, trusts, estates, or charitable organizations, corporations or other business entities and to several private investment funds.