Nelson Cheng

Sun Life Global Investments, Inc. provides investment advisory services. The firm’s investment products include product listing, sun life granite managed solutions, sun life milestone funds, diversified income funds, equity funds, asset allocation and balanced funds, fixed income funds, corporate class, private client, absolute return funds and other investment solutions. The company is headquartered in Toronto, Canada.

CI Investments, Inc. is a Canadian mutual fund manager headquartered in Toronto, Ontario. The firm was founded in 1965 as CI Mutual Funds, Inc. and adopted the name CI Investments in June 2005 to reflect its diverse line-up of investment options, including mutual funds, segregated funds, asset allocation programs, structured products and other alternative investments. They are a subsidiary of CI Financial Corp. (TSX: CIX). CI Investments manages money on behalf of Canadian investors and provide them with an increasingly comprehensive Canadian, global and industry funds.

1832 Asset Management LP (1832 AM) is a Canadian asset management firm headquartered in Toronto, Ontario. The firm does business as Scotia Global Asset Management and is a subsidiary of Bank of Nova Scotia (NYSE, TSX: BNS). In 2013, another BNS subsidiary, GCIC Ltd. underwent an internal consolidation and transferred its asset management business to 1832 AM. In 2008, through a reorganization by the Bank of Nova Scotia, Scotia Asset Management came to encompass the Scotia Funds, the asset management programs that had been run by the bank's brokerage arm Scotia McLeod and Scotia Cassels Investment Counsel Ltd. 1832 AM offers a broad range of investment solutions to meet the diverse needs of clients across all levels of wealth in Canada and around the world.

Part of Power Corp. of Canada, Mackenzie Investments Corp. is a Canadian company that provides investment and asset management services. The company is based in Toronto, Canada.

FundSERV, Inc. provides electronic business services to the Canadian investment fund industry. The company was founded in 1993 and is headquartered in Toronto, Canada.

Industrial Alliance Insurance & Financial Services, Inc. engages in the provision of insurance and investment solutions. It operates through the following segments: Individual Insurance, Individual Wealth Management, Group Insurance, Group Savings and Retirement, US Operations and Other. The Individual Insurance segment refers to life, health, disability, and mortgage insurance products. The Individual Wealth Management segment offers individual products and services for savings plans, retirement funds, and segregated funds, in addition to securities brokerage, trust operations and mutual funds. The Group Insurance segment offers fife, health, accidental death, and dismemberment, dental care and short and long-term disability insurance products for employee plans; creditor insurance, replacement insurance, replacement warranties, extended warranties and other ancillary products for dealer services; and specialized products for special markets solutions. The Group Savings and Retirement segment provides products and services for savings plans, retirement funds, and segregated funds. The US Operations segment provides miscellaneous insurance products sold in the United States such as life insurance products and extended warranties relating to dealer services. The Other segment relates to auto and home insurance products and services such as set management and financing, as well as company capital. The company was founded in 1892 and is headquartered in Quebec, Canada.

Ontario Bar Association operates as the voice of Canada’s legal profession. The firm represents lawyers, judges, notaries, law teachers and law students from across the province. It specializes in advocacy, practice area sanctions, professional development programs, and law reform and law amendment. The company was founded in 1896 and is headquartered in Toronto, Canada.

Franklin Templeton Investments Corp. (FTIC) is a SEC-registered investment advisor and mutual fund manager headquartered in Toronto, Canada. The firm was founded in 2000 and is a wholly-owned subsidiary of Templeton International, Inc., ultimately owned by Franklin Resources, Inc. (NYSE: BEN). FTIC 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.

Part of The Vanguard Group, Inc., Vanguard Investments UK Ltd. is a financial services company based in London, UK. The British company was founded in 2001 and provides financial intermediation services.

Live Different operates as a non-profit organization. It engages in the building of houses, schools, and other projects. The company was founded by Vaden Earle and Christal Earle in 2000 and is headquartered in Hamilton, Canada.

The Chartered Institute of Bankers of Nigeria (CIBN) is a professional organization that equips its members with the knowledge and skill set necessary to gain a competitive advantage in the dynamic banking industry. The non-profit company is based in Lagos, Nigeria. The institute provides capacity building and certification programs, including the Associateship (ACIB) examination and the Micro-Finance Certification Program (MCP). CIBN also offers a mentoring program, a resource hub, and a center for financial studies that provides relevant research-based thought leadership for C-suite executives.

Agora Dealer Services Corp. is a wealth management organization that partners with independent financial dealers and advisors. Agora offers a one-of-a-kind accelerator for independent dealers and client-focused advisors, empowering them to press fast-forward on their firm's growth by outsourcing tedious back-office functions and gaining new asset management capabilities. Agora is based in Mississauga, Canada, and the CEO of the private company is Robert Smuk. The Canadian company was built by seasoned industry professionals to address the challenges of independent dealers and client-focused advisors. The company provides a completely digital client on-boarding solution, access to low-fee and no-fee accounts, customizable asset allocation options, and optimal investment solutions for all client segments.

Unisen Holding, Inc. provides information technology, project management and business development solutions. It is a subsidiary of Citigroup Global Transaction Services, Inc. The company is headquartered in Mississauga, Canada.

Citibank Canada provides banking solutions. The firm provides financial solutions in corporate and investment banking, credit cards, consumer finance, investment, leasing, private, and retail banking services. It offers services to corporations, financial institutions, government agencies, and individuals. The bank operates in Canada through the Citibank, Citi Cards Canada, CitiFinancial, Citi Global Markets, Primerica, and Diners Club franchises. Citibank Canada was founded in 1954 and is headquartered in Toronto, Canada.

Founded in 1926, Investors Group, Inc. is an investment advisor headquartered in Winnipeg, Manitoba, Canada. The firm is a subsidiary of IGM Financial, Inc. (Toronto: IGM.TO), one of Canada’s premier personal financial services companies and one of the country's largest managers and distributors of mutual funds and other managed asset products. Their ultimate parent is Power Corp. of Canada (TSX: POW), a diversified management and holding company that has interests, directly or indirectly, in companies in the financial services sector in Canada, the United States and Europe. Investors Group provides financial solutions to Canadians through a network of consultants located throughout Canada. They offer a range of insurance, securities, mortgage and banking services.

I. G. Investment Management Ltd. (IGIM) is a Canadian mutual fund manager headquartered in Winnipeg, Manitoba. In 2017, IGM Financial Inc. (TSE: IGM) combined the investment management functions of Investors Group, Inc. and Mackenzie Investments to form a single global investment management organization. The firm is a subsidiary of Investors Group, Inc., ultimately held by Power Corp. of Canada (TSE: POW). IGIM offers a diverse group of mutual funds covering different industry sectors for individual and institutional investors.

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.

Part of Brandes Worldwide Holdings LP, Brandes Investment Partners & Co. is a Canadian Toronto-based company founded in 2002 with Oliver Murray as the CEO. The company offers mutual fund investments, and returns on mutual funds are not guaranteed, values change frequently, and past performance may not be repeated. The company is an independent investment platform that offers products and services in alliance with leading investment companies with institutional roots. Bridgehouse Asset Managers, a subsidiary of Brandes Investment Partners, provides financial advisors with product and value-added tools to help Canadians build their long-term wealth by following sound investing principles.

Aligned Capital Partners, Inc. (ACPI) is a Canadian asset management firm headquartered in Burlington, Ontario. The firm was founded in 1987 and is owned by CI Financial Corp. (TSE: CIX). ACPI provides investment advisory services to retail investors.

International investment funds association provides investment Management services. The firm specializes in international association of investment associations. The company is headquartered in Toronto, Canada.

British Columbia Bar Association Operates as a law firm association to provide legal services. The company is headquartered in Vancouver, Canada.

IFSE Institute provides online financial educational services for individuals, firms, and academic institutions. The private company is based in Mississauga, Canada.

British Columbia Securities Commission operates as an independent provincial government agency. It administers the securities act and is responsible for regulating capital markets in British Columbia. The company is headquartered in Vancouver, Canada.

Vanguard Investments Canada, Inc. (VIC) is an investment advisor headquartered in Toronto, Ontario. The firm was founded in 2011 and is a subsidiary of Zealous, Inc., which is owned by The Vanguard Group, Inc. VIC provides investment advisory services to individuals and institutional investors.

Desjardins Société de Placement, Inc. provides investment services. The private company is based in Montréal, Canada and has subsidiaries in Canada. The CEO of the Canadian company is Sébastien Vallée.

Responsible Investment Association provides investment advisory services. The company is headquartered in Toronto, Canada.

10614408 Canada Ltd. provides investment services. The company is headquartered in Toronto, Canada.

Founded in 1939, Scotia Capital, Inc. is a full-service financial services firm headquartered in Toronto, Ontario. The firm is a subsidiary of the Bank of Nova Scotia (NYSE: BNS) Their global operations are divided into two primary business units: (1) global corporate and investment banking and (2) global capital markets.