Steven James Donald

Assante Wealth Management (Canada) Ltd. (Assante) is a Canadian wealth management firm headquartered in Toronto, Ontario. The firm was founded in 1995 and is a subsidiary of CI Investments, Inc., ultimately owned by CI Financial Corp. (TSX: CIX). Assante provides integrated wealth management services to individuals, families and businesses throughout Canada.

Assante Corp. provides integrated wealth management solutions. Its services include investment advice, portfolio management, tax planning, insurance, and estate planning services. The company was founded in 1995 and is headquartered in Toronto, Canada.

Synergy Asset Management, Inc. operated as investment management firm. It provided services to security or commodity holders, brokers or dealers. The company was founded in 1997 and was headquartered in Toronto, ON.

Part of Insight Enterprises, Inc., SHL Systemhouse, Inc. is a Canadian company that provides systems integration services. The company is based in Ottawa, Canada. SHL Systemhouse was acquired by Action Ltd. on April 01, 1998 for $13.13 million. The company was founded by John B. Kelly.

Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO.

The Investment Industry Association of Canada is a member-based professional association that aims to advance the growth and development of the Canadian investment industry. The association is based in Toronto, Canada. Ian Russell has been the CEO of the Canadian company since 2006.

The Mutual Fund Dealers Association of Canada provides mandatory compliance credits for CE activities until December 1, 2023. The non-profit company is based in Toronto, Canada. The Canadian company offers resources to help investors become more informed about mutual funds and provides guidance for members regarding CRM2 requirements and implementation. The company was founded in 1998, and Mark T. Gordon has been the CEO of the company since 1998.

The Canadian Cancer Society operates as a non-profit organization that provides cancer charity services. It offers support and services and programs for the prevention and screening of cancer. The company was founded in 1938 and is headquartered in Toronto, Canada.