Armel Kitieu

Caldwell Financial Ltd. provides investment services. It also provides independent, personalized and innovative wealth management strategies, investment solutions and insurance products for families, individuals, corporations, trusts and foundations, as well as professional investment management for select institutional investors. The company was founded in 1980 and is headquartered in Toronto, Canada.

Part of State Street Corp., State Street Trust Company Canada is a company based in Toronto, Canada. The CEO of the Canadian company is Robert Baillie.

Caldwell Securities Ltd. is a Canadian broker/dealer headquartered in Toronto, Ontario. The firm was founded by Thomas Caldwell in 1980 and they are a subsidiary of Caldwell Financial Ltd. Caldwell Securities provides independent, personalized and innovative wealth management strategies, investment solutions and insurance products for families, individuals, corporations, trusts and foundations, as well as professional investment management for select institutional investors.

Morningstar Investment Management LLC is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 and is a wholly-owned subsidiary of Morningstar, Inc. (NASDAQ: MORN). Morningstar Investment Management offers various investment advisory services that focus on their core capabilities in asset allocation, investment selection, and portfolio construction to financial or other institutions.

Aventine Management Group, Inc. (Aventine) is an independent wealth management firm headquartered in Toronto, Canada. The firm was founded in 2002 and was formerly known as Barlow Capital Partners LLC. They changed their name into Aventine Management Group, Inc. in 2011. Aventine provides asset management services to families, corporations and institutional clients.