Bill Charles

Citibank Canada provides banking solutions. The firm provides financial solutions in corporate and investment banking, credit cards, consumer finance, investment, leasing, private, and retail banking services. It offers services to corporations, financial institutions, government agencies, and individuals. The bank operates in Canada through the Citibank, Citi Cards Canada, CitiFinancial, Citi Global Markets, Primerica, and Diners Club franchises. Citibank Canada was founded in 1954 and is headquartered in Toronto, Canada.

CI Investments, Inc. is a Canadian mutual fund manager headquartered in Toronto, Ontario. The firm was founded in 1965 as CI Mutual Funds, Inc. and adopted the name CI Investments in June 2005 to reflect its diverse line-up of investment options, including mutual funds, segregated funds, asset allocation programs, structured products and other alternative investments. They are a subsidiary of CI Financial Corp. (TSX: CIX). CI Investments manages money on behalf of Canadian investors and provide them with an increasingly comprehensive Canadian, global and industry funds.

National Bank General Insurance, Inc. provides automobile and home insurance services directly to Quebec residents under the National Bank Insurance banner. It also offers life insurance, safety and prevention and other advisory services. The company is headquartered in Montreal, Canada.

Unisen Holding, Inc. provides information technology, project management and business development solutions. It is a subsidiary of Citigroup Global Transaction Services, Inc. The company is headquartered in Mississauga, 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.

Business for the Arts operates as a charitable association of business members who support the arts. It connects arts organizations to business patrons and volunteers through artsScene and boardLink programs. The company was founded in 1974 and is headquartered in Toronto, Canada.

British Columbia Bar Association Operates as a law firm association to provide legal services. The company is headquartered in Vancouver, Canada.

British Columbia Securities Commission operates as an independent provincial government agency. It administers the securities act and is responsible for regulating capital markets in British Columbia. The company is headquartered in Vancouver, Canada.

FundSERV, Inc. provides electronic business services to the Canadian investment fund industry. The company was founded in 1993 and is headquartered in Toronto, Canada.

Portfolio Management Association of Canada operates as a forum for portfolio management firms to share best practices and industry knowledge. The firm''s activities include annual national conference, annual compliance forums and regular seminars, networking events with peers, surveys on operational, compliance and best practice issues, government submissions, sharing member developed/legally vetted templates, policies and standards and offering insurance coverage. The company was founded in 1952 and is headquartered in Toronto, Canada.

The Chartered Institute of Bankers of Nigeria (CIBN) is a professional organization that equips its members with the knowledge and skill set necessary to gain a competitive advantage in the dynamic banking industry. The non-profit company is based in Lagos, Nigeria. The institute provides capacity building and certification programs, including the Associateship (ACIB) examination and the Micro-Finance Certification Program (MCP). CIBN also offers a mentoring program, a resource hub, and a center for financial studies that provides relevant research-based thought leadership for C-suite executives.

Part of Brandes Worldwide Holdings LP, Brandes Investment Partners & Co. is a Canadian Toronto-based company founded in 2002 with Oliver Murray as the CEO. The company offers mutual fund investments, and returns on mutual funds are not guaranteed, values change frequently, and past performance may not be repeated. The company is an independent investment platform that offers products and services in alliance with leading investment companies with institutional roots. Bridgehouse Asset Managers, a subsidiary of Brandes Investment Partners, provides financial advisors with product and value-added tools to help Canadians build their long-term wealth by following sound investing principles.

International investment funds association provides investment Management services. The firm specializes in international association of investment associations. The company is headquartered in Toronto, Canada.

Vanguard Investments Canada, Inc. (VIC) is an investment advisor headquartered in Toronto, Ontario. The firm was founded in 2011 and is a subsidiary of Zealous, Inc., which is owned by The Vanguard Group, Inc. VIC provides investment advisory services to individuals and institutional investors.

Sterling Mutuals, Inc. is a Canadian financial company that has been supporting independent advisors since 1996. Sterling Mutuals uses innovative technology to allow advisors to excel and focus on providing unbiased financial advice to clients. The private company is based in Windsor, Canada. The company distributes a full range of financial products including mutual funds, ETFs, GICs, and exempt market products. The company has grown to be one of Canada's premier independent dealers, currently with 300 associates and support staff in all 10 provinces. The CEO of the company is Nelson Cheng.

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

Responsible Investment Association provides investment advisory services. The company is headquartered in Toronto, Canada.

Live Different operates as a non-profit organization. It engages in the building of houses, schools, and other projects. The company was founded by Vaden Earle and Christal Earle in 2000 and is headquartered in Hamilton, Canada.

Desjardins Société de Placement, Inc. provides investment services. The private company is based in Montréal, Canada and has subsidiaries in Canada. The CEO of the Canadian company is Sébastien Vallée.

IFSE Institute provides online financial educational services for individuals, firms, and academic institutions. The private company is based in Mississauga, Canada.

Part of The Vanguard Group, Inc., Vanguard Investments UK Ltd. is a financial services company based in London, UK. The British company was founded in 2001 and provides financial intermediation services.

Agora Dealer Services Corp. is a wealth management organization that partners with independent financial dealers and advisors. Agora offers a one-of-a-kind accelerator for independent dealers and client-focused advisors, empowering them to press fast-forward on their firm's growth by outsourcing tedious back-office functions and gaining new asset management capabilities. Agora is based in Mississauga, Canada, and the CEO of the private company is Robert Smuk. The Canadian company was built by seasoned industry professionals to address the challenges of independent dealers and client-focused advisors. The company provides a completely digital client on-boarding solution, access to low-fee and no-fee accounts, customizable asset allocation options, and optimal investment solutions for all client segments.