Brian Adam Davis

Part of National Bank of Canada, Wellington West Holdings, Inc. is a Canadian company that provides insurance brokerage services. The private company is based in Winnipeg, Canada. The company was founded by Charlie Spiring. Wellington West Holdings was acquired by National Bank of Canada on July 15, 2011 for $279.41 million.

NB Split Corp. is a mutual fund corporation investing in the common shares of the National Bank of Canada. Its objective is to generate fixed cumulative preferential distributions for the holders of the preferred shares and allows the capital shares to participate in any capital appreciation in the National Bank of Canada shares. The company was founded on December 15, 2006 and is headquartered in Toronto, Canada.

GlobalBanc Advantaged 8 Split Corp. is a Canada based closed-end investment fund company. The fund provide holders of its securities with tax efficient exposure through the use of a forward agreement to the price performance and dividend payments of a basket of securities of world's biggest banks. The company was founded on May 1, 2007 and is headquartered in Toronto, Canada.

Ventum Financial Corp. is a full-service Investment Dealer headquartered in Vancouver, Canada. The firm was founded by Max Meier and John Eymann in 1982 as Pacific International Securities, Inc. They became PI Financial Corp. (PI) in 2007 and changed their name to Ventum Financial Corp. in 2024 as part of the process of amalgamation between PI and Echelon Wealth Partners, Inc., previously announced in March 2023. Ventum Financial provides expertise across a variety of growth sectors and delivers a full range of capital markets services, which include equity research, investment banking, advisory, and institutional sales and trading to mid-market corporate clients in Canada. They prioritize minimal market impact during superior trade execution.

National Bank Financial, Inc. (NBF) is 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 is an integrated firm that combines retail advisory and brokerage services with institutional brokerage, investment banking, corporate finance and securities clearing services for third parties.

Real Asset Income and Growth Fund is a closed-end investment fund. Its objectives are provide holders of units with monthly cash distributions; and preserve capital and provide the opportunity for capital appreciation. The company was founded in 2015, and is headquartered in Montreal, Canada.

June 2020 Corporate Bond Trust is an closed-end investment fund, which engages in returning to holders of units the original price, and generate over the term of the fund an average annual total return after fees and expenses for investors who purchased units. The company was founded on September 29, 2016 and is headquartered in Toronto, Canada.