Jim Noble

HSBC Global Asset Management (USA), Inc. (AMUS) is the US-based wholly-owned investment advisory and fund management subsidiary of HSBC USA, Inc., and is indirectly owned by HSBC Holdings Plc (LSE: HSBA, NYSE: HBC) in Great Britain. The firm was founded in 1986 and is headquartered in New York City. AMUS provides discretionary and non-discretionary advisory services to clients in several major markets and is a multi-product provider of investment and fund management services. For institutions, the firm provides active and tailored portfolio management on a global, regional, asset-class and country specific basis. The firm also serves as investment adviser to US registered investment companies. AMUS is a signatory to the UN-supported Principles of responsible Investment (UNPRI).

Toronto Hydro Corp. is a holding company with interests in the distribution of electricity. It supervises the operations of, and provides corporate, management services and strategic direction to its subsidiaries Toronto Hydro-Electric System Limited and Toronto Hydro Energy Services Inc. The company was founded in 1911 and is headquartered in Toronto, Canada.

JovFunds Management, Inc. is a fund distributor located in Toronto, Ontario. The firm is a subsidiary of 8689784 Canada, Inc. and their ultimate parent is Industrial Alliance Insurance & Financial Services (TSE: IAG). The firm specializes in the isolation of alpha and beta, separating the active returns of portfolio management (alpha) from the passive returns of market performance (beta). They provide tax-efficient, risk-adjusted strategies through a variety of ETFs, structured products, alternative investments and mutual funds

RBC Indigo Asset Management, Inc. (RBC Indigo) is a Canadian investment manager headquartered in Vancouver, British Columbia. The firm was formerly known as HSBC Global Asset Management (Canada) Ltd. and changed their name to RBC Indigo Asset Management, Inc. when they became a wholly-owned subsidiary of Royal Bank of Canada (NY, TSX: RY; LON: 0QKU; FRA: RYC) in 2024. RBC Indigo offers mutual funds and pooled funds to discretionary retail clients, institutional and high net-worth private clients.

ONEX Canada Asset Management, Inc. (Investment Management) (OCAM-IM) is the investment management division of ONEX Canada Asset Management, Inc., an investment company headquartered in Toronto, Canada. Formerly known as Gluskin Sheff + Associates, Inc., the firm was founded by Ira Gluskin and Gerald Sheff in 1984 and is a subsidiary of ONEX Corp. (TSX: ONEX). OCAM-IM provides private and liquid market investment solutions to wealth advisors and their clients.

Marquest Asset management, Inc. (Marquest) is an investment management firm headquartered in Toronto, Canada. The firm was founded by Gerry Brockelsby in 1985 and is owned by SEAMARK Asset Management Ltd. Marquest provides a diversified suite of quality equity, and flow-through products to accredited and retail investors.

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.

Cardinal Capital Management, Inc. (Cardinal) is a privately-held, Canadian wealth management firm headquartered in Winnipeg, Manitoba. The firm was founded by Timothy Burt in 1992 and manages assets for a broad range of individual and institutional investors. Cardinal is a signatory to the United Nations Principles of Responsible Investment (UNPRI).

MGI Canada, Inc. manufactures polyurethane materials including sheet, panels, bun stock, and custom molded parts, other construction materials, and foam filled honeycomb products. The company is headquartered in Selkirk, Canada.

BMO Nesbitt Burns, Inc. provides investment and financial advisory services. The firm offers financial planning; estate planning and preservation; retirement, insurance, and education planning; income replacement; tax minimization; and business succession planning advisory services. The company was founded in 1912 and is headquartered in Toronto, Canada.

Chartered Professional Accountants of Ontario engages in the provision of accounting education. It offers certification, continued trainings, and professional development. The company was founded in 2014 and is headquartered in Toronto, Canada.

Financial Planners Standards Council provides financial planning training services. The company was founded in 1995 and is headquartered in Toronto, Canada.

Newhaven Asset Management, Inc. provides investment services. The company is headquartered in Toronto, Canada.

Portfolio Management Association of Canada operates as a forum for portfolio management firms to share best practices and industry knowledge. The firm''s activities include annual national conference, annual compliance forums and regular seminars, networking events with peers, surveys on operational, compliance and best practice issues, government submissions, sharing member developed/legally vetted templates, policies and standards and offering insurance coverage. The company was founded in 1952 and is headquartered in Toronto, Canada.

Beltrae Partners Ltd. (Private Equity) (Beltrae Partners) is a Private Equity firm, a subsidiary of Beltrae Partners Ltd. founded in 2003. The firm is headquartered in Belfast.

Founded by Wilfred Hahn in 2001, Fortstrong Global Asset Management, Inc., formerly HAHN Investment Stewards & Co., Inc., is an SEC-registered investment advisor headquartered in Kelowna, British Columbia. The firm provides global portfolio management services for private clients and institutions.

Philips DCP (Belfast) Ltd. develops software products for digital pathology, drug discovery, and tissue research. The company was founded by Peter Hamilton and Jim Diamond on February 3, 2004 and is headquartered in Belfast, the United Kingdom.

MacNicol & Associates Asset Management, Inc. (MacNicol & Associates) is a privately-held investment management firm headquartered in Toronto, Canada. The firm was founded in 2001 by David MacNicol. MacNicol & Associates offers professional global investment management and advisory services to individuals, family trusts, estates, holding companies and charitable foundations.

RBC Global Asset Management, Inc. (RBC GAM) is an investment advisor and mutual fund manager headquartered in Toronto, Ontario. They are an indirect, wholly-owned subsidiary of the Royal Bank of Canada (TSX, NYSE: RY). The firm was founded in 2008 following the merger of RBC Asset Management and Phillips, Hager & North Investment Management in Canada, together with the US-based institutional asset management company, RBC Global Asset Management (US). RBC GAM provides global investment management services and solutions to institutional, high-net-worth and individual investors through separate accounts, pooled funds, mutual funds, hedge funds, exchange-traded funds and specialty investment strategies.

CWB Wealth Management Ltd. (CWB Wealth) is a Canadian asset management firm headquartered in Edmonton, Alberta. The firm was founded by David Schaffner and is a subsidiary of Canadian Western Bank (TSE: CWB). CWB Wealth provides wealth advisory services and is the trusted advisor to Canada's business families.

T.E. Wealth provides investment advisory services. It develops a personalized investment policy statement that defines the specific objectives, strategies and parameters that will guide the growth of your investments. The company was founded in 1972 and is headquartered in Toronto, Canada.

IA Clarington Investments, Inc. (IA Clarington) is a Canadian investment management firm headquartered in Toronto, Ontario. The firm was founded in 1999 and is a wholly owned subsidiary of Industrial Alliance Insurance and Financial Services, Inc., owned by iA Financial Corp., Inc. (TSX: IAG). IA Clarington offers individual investors, through their advisors, a wide range of investment solutions such as actively managed mutual funds, portfolio solutions, Active ETF Series and socially responsible investments.

CWB Private Investment Counsel Ltd. (CWB Private) is an asset management firm headquartered in Toronto, Canada. Formerly known as IA Investment Counsel, Inc., the firm was founded in 1972 and is a subsidiary of Canadian Western Bank (TSE: CWB). CWB Private provides wealth management services to high-net worth Canadian families.