Anne-Marie Thomas

CIBC Asset Management, Inc. (CIBC AM) is a Canadian asset management firm headquartered in Toronto, Ontario. The firm was founded in 1972 and is a wholly owned subsidiary of the Canadian Imperial Bank of Commerce (NYSE, TSE: CM), a publicly traded Canadian chartered bank. CIBC AM manages assets on behalf of institutional, high-net-worth clients and underlying investors in their retail sponsored products.

Coretec, Inc. engages in manufacturing circuit boards. It specializes in compressed time-to-market manufacturing including engineering prototypes and quick-turn production. It boasts the broadest spectrums of PCB technologies in the industry. 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.

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.

Echelon General Insurance Co. provides property and casualty insurance services. The firm offers auto insurance products, such as collector vehicle/antique car, recreational vehicle, motor home, trailer, motorcycle, ATV and snowmobile, non-standard and commercial automobile insurance products. The company is headquartered in Mississauga, Canada.

Manulife Capital (Private Equity) (Manulife Capital) is a private equity subsidiary of Manulife Capital, Inc. founded in 1998. The firm is headquartered in Toronto, Canada.

Goodmans LLP provides legal services. The private company is based in Toronto, Canada. and has subsidiaries in Canada.

CB Richard Ellis Ltd. provides real estate management and development services. The firm offers sales, leasing, marketing, disposition, and consulting services. It provides property sales, leasing and management, corporate services, facilities and project management, mortgage banking, investment management, capital markets, appraisal and valuation and research services. The company was founded in 1983 and is headquartered in Ontario, Canada.

The American Academy of Actuaries provides leadership, objective expertise, and actuarial advice on risk and financial security issues to assist public policymakers on all levels. The private company is based in Washington and has subsidiaries in the United States. The academy also sets qualification, practice, and professionalism standards for actuaries credentialed by one or more of the five U.S.-based actuarial organizations.

The Society of Actuaries is an organization that provides research and industry news on various topics such as health care, predictive analytics, climate change, risk management, life insurance, modeling, pension and retirement, public policy, law and regulation. The private company is based in Schaumburg, IL. The company aims to help individuals advance their careers.

Manulife Bank of Canada engages in the provision of banking services. It offers checking and savings accounts, credit cards, loans, mortgages, and investment and retirement savings. The company was founded in 1993 and is headquartered in Waterloo, 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.

Part of YMCA of the USA, YMCA of Central Kentucky is a company based in Lexington, KY.

AccertaClaim Servicorp, Inc. manages dental, vision, drug, and healthcare benefits programs exclusively for government and social services agencies. The company is headquartered in Toronto, Canada.

Nicola Wealth Management Ltd. (Nicola Wealth) is a Canadian investment management firm headquartered in Vancouver, British Columbia. The firm was founded by John M. Nicola in 1994 as John Nicola Financial Group Ltd. They are a subsidiary of NWM Holdings Ltd., which is ultimately owned by Cementir Holding NV (BIT: CEM) in Italy. They provide bespoke wealth management and asset management services to affluent individuals, families, and institutions across Canada and the US. Nicola Wealth is a signatory of the United Nations? Principles for Responsible Investment (UNPRI).

Knowledge First Financial, Inc. operates as an investment fund manager, administrator and distributor. It offers Registered Education Savings Plans (RESP) and financial services. The company was founded in 1965 and is headquartered in Mississauga, Canada.

MD Financial Management, Inc. (MD) is a Canadian fund-of-funds manager headquartered in Ottawa, Ontario. The firm was founded in 1969 and is owned by The Bank of Nova Scotia (TSE: BNS). MD provides financial products and services and offers investment counselling services to Canada’s physicians and their families. The firm also serves as the fund manager for the MD Family of Funds.

The Knowledge First Foundation, operating under the name Embark, is a Canadian education savings and planning company. Embark provides guidance to Canadians on post-secondary education planning and savings, helping them prepare for their dream college, university, or trade school programs. The private company is based in Mississauga, Canada. The company offers registered education savings plans (RESP) and expert advice to help families achieve their saving goals and prepare their children for post-secondary education. Andrew Lo has been the CEO of the company since 2023.

Finn.AI provides white-labelled virtual banking assistant platform. It transforms banking from static, one-size-fits-all destination websites and mobile apps to an intelligent personal chatbot assistant. The company was founded by Natalie Cartwright, Guru Sivananda Reddy Atlu, and Jake Tyler in 2014 and is headquartered in Vancouver, Canada.

Mortgage Co. of Canada, Inc. provides mortgage services. The private company is based in Markham, Canada. The Canadian company was founded in 2013 by Raj Babber. Raj Babber has been the CEO since 2013.

Payments Canada provides clearing and settlement infrastructure, processes and rules essential to transactions. It offers Canada’s national payments systems. The company was founded in 1980 and is headquartered in Ottawa, Canada.

Coconut Software Corp. develops an enterprise solution to manage online appointment scheduling for companies in North America. Its customers include the banking and financial, telecommunications, and retail industries. The company was founded by Katherine Regnier in 2007 and is headquartered in Saskatoon, Canada.

Equifax Canada Co. provides information solutions and human resources business process outsourcing services. The firm comprehensive insights including scores, risk analysis and market share analysis to the mortgage ecosystem. The company is headquartered in Toronto, Canada.

Interac Corp. is a payments and digital information exchange, which engages in the provision of debit payments system. Its services include cash, debit, flash, e-transfer, online, mobile payment solutions, and international services. The company was founded in 2013 and is headquartered in Toronto, Canada.

Tower Beach Capital Ltd. provides investment services. The private company is based in Vancouver, Canada.

Part of Cementir Holding NV, Nicola Canadian Equity Income Fund is an investment fund. The company is based in Vancouver, Canada. The CEO of the Canadian company is John Michael Nicola.

Part of Cementir Holding NV, Nicola Precious Metals Fund is an investment fund. The company is based in Vancouver, Canada. The CEO of the Canadian company is John Michael Nicola.

The Canadian Institute of Actuaries operates as a grant making foundation for education and environmental initiatives.