David Giovanetto

National Bank Financial, Inc. (Broker) (NBF-Broker) is the broker/dealer division of National Bank Financial, Inc., a Canadian mutual fund manager headquartered in Montréal, Quebec. The firm was founded in 1902 and is a direct subsidiary of National Bank Acquisition Holding, Inc., ultimately owned by National Bank of Canada (TSX: NA). NBF-Broker provides retail advisory and brokerage services with institutional brokerage, investment banking, corporate finance and securities clearing services for third parties. The firm has a substantial presence in all regions of Canada, as well as operations in the US and Europe.

CWB Wealth Partners Ltd. (CWB Wealth) is a Canadian investment management firm headquartered in Calgary, Alberta. Formerly known as CWB McLean & Partners Wealth Management Ltd., the firm was founded in 1999 and is a subsidiary of CWB Wealth Management Ltd., owned by Canadian Western Bank (TSX: CWB). CWB Wealth provides personalized investment strategies for high-net-worth individuals and families, institutions, small foundations, and not-for-profit organizations.

Trico Developments Corp. provides real estate services. The company was founded by Wayne Chiu in June 1992 in Calgary, Canada.

YWCA of Calgary provides programs and services to support women and children. The firm’s services include childcare, counselling, domestic violence and crisis, language and employment, parenting supporting, shelter and housing. The company was founded in 1910 and is headquartered in Calgary, Canada.

Trico Homes, Inc. operates as a construction company for single and multi-family homes. The types of of homes that firm builds include front garage home, laned home, duplex, townhomes, and condominiums. The company was founded by Wayne Chiu in June 1992 and is headquartered in Calgary, Canada.

Deloitte LLP provides audit, tax, consulting and financial advisory services. Its services include advisory, audit, consulting, human capital, mergers and acquisitions, operations, regulatory, risk and resilience, strategy, tax and technology. The firm serves in financial services, manufacturing, real estate, technology, media, life science and consumer business industries. The company is headquartered in Toronto, Canada.

Western Midstream, Inc. provides transportation and logistic services. The company was founded in 2011 and is headquartered in Spruce Grove, Canada.

SIA Wealth Management, Inc. operates as an independent investment management firm that focuses on building financial wealth by constructing diversified funds and portfolios based on relative strength analysis. The firm’s products include BMO Tactical Global Equity ETF fund, BMO Tactical Global Bond ETF fund, and BMO Tactical Global Asset Allocation ETF fund. The company was founded in 2012 and is headquartered in Calgary, Canada.

Trico Charitable Foundation provides charity services. The private company is based in Calgary, Canada. The Canadian company was founded in 2008 by Eleanor Chiu, Wayne Chiu.

Birdrock Capital I, Inc. engages in the identification and evaluation of assets or businesses with a view to completing a qualifying transaction. The company was founded on January 22, 2021 and is headquartered in Calgary, Canada.