William Milne

Mackenzie Financial Corp. (dba Mackenzie Investments) is a Canadian asset management firm headquartered in Toronto, Ontario. The firm was founded in 1967 and is a direct subsidiary of Mackenzie, Inc., ultimately held by Power Corp. of Canada (TSE: POW). Mackenzie Investments provides discretionary investment advisory services to Canadian mutual funds, such as exchange-traded funds, Separately Managed Accounts, and one closed-end fund listed on the Toronto Stock Exchange.

BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans.

Cormark Securities Inc. (Cormark) is an independent investment dealer headquartered in Toronto, Canada with additional office in Calgary. The firm was founded in 1981 as Sprott Securities, Inc. Cormark Securities provides execution and comprehensive coverage of Canadian listed companies to domestic and international institutional investors. They focus on Canadian-listed, mid-cap and emerging growth companies.

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.

CIBC World Markets, Inc. is a full-service Canadian brokerage and investment banking firm headquartered in Toronto, Ontario. The firm was founded in 1961 and is a subsidiary of the Canadian Imperial Bank of Commerce (TSE, NYSE: CM). CIBC World Markets provides alternative investment managers with premier prime brokerage that brings together trade execution, reporting, research and capital introduction with a view to enhancing efficiencies and profitability.

Scotia Capital, Inc. (Broker) (Scotia Capital-Broker) is the broker-dealer division of Scotia Capital, Inc., a full-service financial services firm headquartered in Toronto, Canada. The firm is owned by The Bank of Nova Scotia (NYSE, TSE: BNS). Scotia Capital-Broker delivers a broad range of electronic trading products such as high-touch, low-latency, market access and a broad algorithmic trading suite for a wide range of clients globally. They publish monthly indexes to help investors track the performance of Canadian Hedge Funds and Alternative Mutual Funds.

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.

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.

Bennett Jones LLP is a Canadian law firm that offers legal counsel and business advisory services to clients across various industries. Bennett Jones is based in Calgary, CA, and has subsidiaries in the United States. The firm has 400 lawyers and business advisors across Canada and internationally. Bennett Jones has exceptional experience in complex cross-border and international transactions, making it ideally suited to advise foreign businesses and investors with Canadian ventures and connect Canadian businesses and investors with opportunities around the world. The firm offers a wide range of services across four departments: corporate, litigation & dispute resolution, regulatory, and tax. The CEO of the Canadian company is Hugh MacKinnon.

Founded in 1999, Paradigm Capital, Inc. is an independent, institutional investment dealer headquartered in Toronto with an additional office in Calgary. They offer sector-based research, a strong distribution platform and select investment banking mandates. The firm focuses their research, distribution and investment banking efforts on several areas in the Canadian equity markets: growth, mining, energy and energy services. Paradigm is a member of the CIPF.

Pangaea Ventures Ltd(Pangaea Ventures) is a venture capital firm founded in 2000 by Chris Erickson. The firm is headquartered in Vancouver, British Columbia, Canada.

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.

Morningstar Research, Inc. Canada is Canada's leading investment fund research firm. They were formed in 1999 as the result of the acquisition of Portfolio Analytics and BellCharts Inc. by Chicago-based Morningstar Inc., the global investment firm in the US. They market the two most popular mutual fund software products, PALTrak and BellCharts and operate the Morningstar.ca web site. In addition, Morningstar Canada provides analysis and consulting services for investment management, fund performance evaluation and pension plan governance. They are located in Toronto.

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

Hazelview Securities, Inc. (HSI) is a Canadian investment advisory firm headquartered in Toronto, Ontario. The firm was founded in 2008 and is a subsidiary of Hazelview Investments, Inc., which is owned by Tre Lupi, Inc. HSI provides discretionary investment advisory services to pooled investment funds (Hazelview Investment Funds) and serves as a sub-adviser to other investment advisers of pooled investment funds.

Canaccord Genuity Corp. (CGC) is the broker/dealer subsidiary of Canaccord Genuity Group, Inc., (TSE: CF; OTCMKTS: CCORF) in Canada. The firm was founded in 2010 and is locally known as Financière Canaccord ltée. Headquartered in Vancouver, CGC offers corporate and institutional clients with versatile and responsive sales and execution services that range from Institutional Equities and International Equities to Electronic Trading and Fixed Income. Their sales & trading team execution capabilities encompass a wide range of products and services such as Equities, ADR’s, OTC, ETF’s, Fixed Income, Options, Preferreds, Investment Companies.

Caracle Creek International Consulting, Inc. provides mineral resource exploration and mining consulting services for small and large projects in mineral exploration and mining industries globally. It offers geological and geophysical, rare element exploration, coal energy, project generation, design and management, data compilation and target generation, 3D geological modeling, visualization and spatial database management, property evaluation and due diligence studies. The company was founded by Scott Jobin-Bevans and Trevor Richardson in 2001 and is headquartered in Sudbury, Canada.

Founded in 2011, Lincluden Investment Management Ltd. is an investment advisor located in Mississauga, Ontario. The firm provides discretionary investment management for institutional and private clients.

BlackRock Financial Management, Inc. (BFM) is a registered investment advisor headquartered in New York City. The firm was founded in 1994 and is a direct subsidiary of BlackRock Holdco 2, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BFM manages assets for institutional and high net-worth clients, separate accounts, pooled investment vehicles, private investment funds and US registered investment companies.

Cidel Asset Management, Inc. (Cidel AM) is the asset management subsidiary of Cidel Bank Canada. The firm was founded by Peter D. Sacks and Robert H. Gibson in 2013 and formerly known as Toron AMI International Asset Management. Headquartered in Toronto, they offer investment services and solutions to private clients. Cidel AM is a signatory of the United Nations-supported Principles for Responsible Investment (PRI).

Sandpiper Ventures (Sandpiper Ventures) is a Venture Capital firm founded in 2020 by Cathy Bennett, Rhiannon Davies and Sarah young. The firm is headquartered in Halifax, Canada.

Propel ICT delivers startup launch and build accelerators. Launch guides entrepreneurs through the early stages of validating, developing and launching a startup while Build focuses on later stage startups, those who have progressed beyond the idea phase and earned initial market traction. The company was founded in Gerald Pond and is headquartered in Moncton, Canada.

Founded in 2007, Northwest & Ethical Investments LP (NEI) is an investment advisor located in Toronto. The firm was founded as the result of a joint venture between Desjardins and the Credit Unions, merging Northwest Mutual Funds Inc. and The Ethical Funds Company. NEI is owned 50 per cent by the Provincial Credit Union Centrals and 50% per cent by Desjardins Group. NEI offers a range of conventional and corporate class funds from Northwest Funds and sustainable investing funds family from Ethical Funds. NEI also offers proprietary packaged solutions for Credential Financial Inc.