Robert McLean

Columbia Threadneedle Asset Managers Ltd. (CTAM) is an asset management firm headquartered in London, UK. The firm was founded in 1990 as F&C Asset Managers Ltd. and renamed BMO Asset Managers Ltd. in 2018. They changed their name to Columbia Threadneedle Asset Managers Ltd. when BMO rebranded to Columbia Threadneedle Investments in 2022. The firm is a subsidiary of Columbia Threadneedle AM (Holdings) Plc, ultimately held by Ameriprise Financial, Inc. (NYSE: AMP) in the US. CTAM manages a range of in-house and multi-manager funds for private individuals and institutional clients.

PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY.

Founded in 1962, Worldsource Wealth Management, Inc. is a fully integrated wealth management company that supports financial advisors and aims to build financial prosperity for Canadians. The private company is based in Markham, Canada. Part of Guardian Capital Group Ltd., Worldsource Wealth Management is a wholly owned subsidiary of Desjardins Group, the leading financial cooperative in Canada with over 100 years of dedication to the people and communities they serve.

Guardian Capital LP is a Canadian mutual fund manager headquartered in Toronto, Ontario. The firm was founded in 1962 as GDN Management Ltd and changed their name to Guardian Capital, Inc. in 1987 and Guardian Capital LP in 2004. They are a subsidiary of Guardian Capital Group Ltd. (TSE: GCG). Guardian Capital provides fee-based investment supervisory services to investment funds (pooled funds and mutual funds), pension and profit sharing plans, charitable organizations, and other Canadian institutional investors. The firm offers similar services to US-based clients.

Guardian Capital Advisors LP (GCALP) is a Canadian wealth management firm headquartered in Toronto, Ontario. The firm was founded in 1999 and is a subsidiary of Guardian Partners Inc., which is owned by Guardian Capital Group Ltd. (TSX: GCG) (TSX: GCG.A). GCALP was created to specifically provide private wealth management for the company's high net worth clients.

The Second Cup Coffee Co., Inc. operates coffee retailing restaurants. The private company is based in Mississauga, Canada.

Europaike Enosis Aeega-Asphaleiai Minetta AS is an insurance company based in Greece. The Greek company offers health, car, and hotel insurance to individuals and businesses. The private company also provides insurance coverage for hotel units and offer programs and contracts for their customers. In addition to their insurance services, the company is committed to corporate social responsibility, including philanthropic actions, volunteering, sports, and initiatives for people and the environment.

The Institute of Corporate Directors is a not-for-profit, member-based association that serves as a resource and voice for directors and boards. The non-profit company is based in Toronto, Canada, and has subsidiaries in Canada. The ICD provides thought leadership through various publications and is a unified voice for directors. The Canadian company was founded by Brian J. Gibson, and Rahul K. Bhardwaj has been the CEO of the company since 2016.

Aegean Baltic Bank SA is an international commercial bank. The private company is based in Maroussi, Greece.

The Law Society of Upper Canada engages in the provision of legal services. The company was founded in 1797 and is headquartered in Toronto, Canada.

Part of Capital Maritime & Trading Corp., Capital General Partner LLC is a Marshallese company that provides investment services. The private company is located in the Marshall Islands. The CEO of the company is Gerasimos G. Kalogiratos.

Osler, Hoskin & Harcourt LLP provides legal services. It offers services in the areas of business law, commercial property, communications and media, trade, construction & infrastructure, corporate finance, and intellectual property. The company was founded in 1862 and is headquartered in Toronto, ON.

Ontario Labour Relations Board provides independent tribunal and administrative justice through the resolution of labour and employment disputes. The company was founded in 1948 and is headquartered in Toronto, Canada.

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.

Horizons ETFs Management (Canada), Inc. (HEM) is an investment management firm headquartered in Toronto, Canada. The firm was founded by Adam Felesky in 2005 and is a subsidiary of Mirae Asset Global Investments Co. Ltd. in South Korea. HEM offers actively managed ETF investment solutions and leveraged and inverse leveraged ETF investment solutions in Canada. The Horizons ETFs product suite includes a broadly diversified range of solutions for investors of all experience levels to meet their investment objectives in a variety of market conditions.

Gallanda Corp. provides bookkeeping and tax preparation services through the use of artificial intelligence technology.

Part of Power Financial Corp., Mackenzie Investments Corp. is a Canadian company that provides investment and asset management services. The private company is based in Toronto, Canada.

Sun Life Global Investments, Inc. provides investment advisory services. The firm’s investment products include product listing, sun life granite managed solutions, sun life milestone funds, diversified income funds, equity funds, asset allocation and balanced funds, fixed income funds, corporate class, private client, absolute return funds and other investment solutions. The company is headquartered in Toronto, Canada.

Aviso Wealth, Inc. is one of Canada's largest independent wealth management firms, providing wealth services to hundreds of institutional and retail organizations. The private company is based in Toronto, Canada, and has subsidiaries in Canada. The Canadian company offers a comprehensive suite of wealth solutions, including investment dealer and insurance services, supporting thousands of financial advisors across Canada. Aviso Wealth's award-winning online brokerage, Qtrade Direct Investing™, enables self-directed investors to build their wealth with confidence. The CEO of the company is William D. Packham.

Wellington West Capital, Inc. engages in the provision of securities brokerage services. It also offers investment advice to clients with an offering of managed investment solutions as well as expertise on individual security selection including equities; fixed income; currencies; mutual and exchange-traded funds; alternative investments; and hedging strategies. The company was founded by Charles Spiring in 1993 and is headquartered in Winnipeg, 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.

Human Resources Professionals Association protects the public interest by governing and regulating the professional practice. The firm's practices include HR practice, compelling value propositions for all in HR to become members, providing designations based on a globally recognized body of knowledge, and validation of capability through examination and supervision of experience. The company is headquartered in Toronto, Canada.??

Pyrford International Ltd. (Pyrford) is the Great Britain-based asset management subsidiary of Columbia Threadneedle Investments UK International Ltd., which is owned by Ameriprise Financial, Inc. (NYSE: AMP) in the US. The firm was founded by Bruce Campbell in 1987 and formerly known as Elders Investment Management Ltd. Headquartered in London, Pyrford provides global asset management services to collective investment schemes, investment management companies, local and state bodies, pension schemes, endowments, and foundations.

E-L Financial Services Ltd. operates as a bank holding company. It offer services through its subsidiary The Empire Life Insurance Co. underwrites life and health insurance policies in Canada. The company is headquartered in Kingston, Canada.