James W. Abernethy

Echelon General Insurance Co. provides property and casualty insurance services. The firm offers auto insurance products, such as collector vehicle/antique car, recreational vehicle, motor home, trailer, motorcycle, ATV and snowmobile, non-standard and commercial automobile insurance products. The company is headquartered in Mississauga, Canada.

Franklin Templeton Institutional LLC (FTI) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2001 and is a wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN). FTI provides investment advisory and portfolio management services under investment management agreements with clients in jurisdictions worldwide, which include registered open-end and closed-end funds and unregistered funds as well as to separate accounts.

State Street Global Advisors Ltd. (SSgA) is a Canadian mutual fund manager headquartered in Montreal, Quebec with an additional office in Toronto, Ontario. The firm was founded in 1991 and is a subsidiary of State Street Global Advisors International Holdings, Inc., ultimately held by State Street Corp. (NYSE: STT). SSgA provides asset allocation models on a non-discretionary basis to investment advisers and other financial institutions. They also provide investment advice to pensions and profit-sharing plans.

RSM Canada LLP is a chartered accounting company. Its services include assurance, tax, transaction advisory and other. The company is headquartered in Toronto, Canada.

Chartered Professional Accountants of Ontario engages in the provision of accounting education. It offers certification, continued trainings, and professional development. The company was founded in 2014 and is headquartered in Toronto, Canada.

Canada Stablecorp, Inc. is a Canadian fintech company that specializes in building digital money embedded solutions for various financial use cases. The company is based in Toronto, Canada. The company has created a suite of highly connected infrastructure solutions that power a variety of financial use cases through its QCAD digital dollar and Grapes digital money API. Stablecorp has also developed a suite of embedded stablecoin solutions that power a variety of financial use cases through its Grapes finance portal and API solutions. Alex McDougall has been the CEO of the company since 2021.

Part of CI Financial Corp., Spectrum Investment Management Ltd. is a Canadian company that provides mutual fund management services. The company is based in Toronto, Canada. Spectrum Investment Management was acquired by CI Fund Management, Inc. from Sun Life Financial, Inc. on July 25, 2002.

TSX Trust Co. facilitates stock transfer, corporate trust services and employee plans. The company was founded in 2013 and is headquartered in Toronto, Canada.

Part of TMX Group Ltd., CDS Clearing & Depository Services, Inc. provides depository, clearing, regulatory and information services. The company is based in Toronto, Canada. CDS Clearing & Depository Services was acquired by TMX Group Ltd. on August 01, 2012 for $170.75 million.

OPGI Management LP provides real estate management services. It owns and manages portfolio of diverse real estate assets and development sites. The firm’s investment portfolio includes retail, industrial, multi-family residential and hotel industries. The company was founded in 1960 and is headquartered in Toronto, Canada.

Oxford Properties Group operates as a real estate investor, developer, and manager. The company is based in New York, NY and ultimately controlled by the Province of Ontario.

GreenPoint Group LP (GreenPoint Partners) is a private equity and venture capital firm founded in 2019 by Chris Green. The firm is headquartered in New York.

OneEleven Financial Wellness provides financial education and early stage wealth coaching services to young professionals. The company was founded by Dani Pascarella and Korrie Martinez and is headquartered in New York, NY.

Jarislowsky Fraser Ltd. (JFL) is a Canadian investment counsel firm headquartered Montréal, Quebec. The firm was founded by Stephen Jarislowsky in 1955 and was acquired in 2018 by The Bank of Nova Scoatia (NYSE, TSX: BNS). JFL manages pension funds, endowment funds, corporate and private portfolios for clients in North America and overseas. They manage investments on behalf of governments, corporations, universities, labor unions, and high net worth individuals.

Canadian Institute of Chartered Business Valuators operates as a not-for-profit valuation professional organization. Its practice area include business valuation and litigation support. The company was founded in 1971 and is headquartered in Toronto, Canada.

Govan Brown & Associates Ltd. contracting and construction and project management services. The company was founded Ralph Govan, John Brown, and Jon Taylor in 1994 and is headquartered in Toronto, Canada.

Part of MCAN Mortgage Corp., MCAP Financial Corp. is a Canadian company that provides mortgage lending services. The company is based in Kitchener, Canada.

IG Realty Investments, Inc. acts as alternative investment manage. It provides a full service developer and asset manager whose business is to acquire, develop, construct, improve, lease, and manage real estate properties and portfolios, on behalf of their shareholders, high net-worth individuals and institutional partners. IG Realty Investments was founded in2004 and is headquartered in St. Catharines 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.

Toronto Financial Services Alliance provides financial services. It specializes in sector growth and business development, education and talent, research and policy and marketing. The company was founded in 2001 and is headquartered in Toronto, Canada.