Mary Medeiros

Harvest Portfolios Group, Inc. (Harvest) is an independent, Canadian investment management firm headquartered in Oakville, Ontario. The firm was founded by Louis “Michael” Kovacs in 2009. Harvest offers the Harvest ETFs to Canadian investors.

The Asian Banker is a strategic intelligence provider and platform builder for the financial services industry. The private company is based in Singapore, Singapore. Established in 1996, the Singaporean company offers directories online, virtual meetings, and programmes such as the List of Leading Practitioners (LLP) to identify and recognize individuals shaping the financial services industry. The financial industry is rapidly evolving, and traditional players are embracing advancements to maintain a competitive edge. The Asian Banker provides opportunities for senior executives in traditional and digital banks, technology companies, entrepreneurs, and founders of fintech firms to navigate the future of finance through networking, exchange, and engagement with industry leaders, experts, innovators, and investors.

CIBC Securities, Inc. is a fund distributor located in Toronto, Ontario. The firm is a subsidiary of the Canadian Imperial Bank of Commerce (NYSE: CM). The firm is the principal distributor of the CIBC Mutual Funds and the CIBC Family of Managed Portfolios. The CIBC Family of Managed Portfolios consists of CIBC Managed Portfolios and CIBC U.S. Dollar Managed Portfolios, which are mutual funds that invest primarily in CIBC Mutual Funds.

OANDA Corp. provides currency data, foreign exchange and contract for difference trading, payment, and data services for businesses and investors. The firm operates an online foreign exchange trading platform, FXTrade, which provides real-time access to the foreign exchange market. The company was founded by Richard Olsen and Michael Stumm in 1996 and is headquartered in San Francisco, CA.

Institute for Intellectual Capital Research, Inc. operates as a management consulting firm. The company is headquartered in Hamilton, Canada.

Part of Franklin Resources, Inc., Franklin Templeton Distributors, Inc. provides fund management services. The company is based in San Mateo, CA.

PricewaterhouseCoopers LLP provides accounting services. The firm provides industry focused assurance, advisory and tax services for public, private and government clients in four areas such as corporate accountability, risk management, structuring and mergers and acquisitions and performance and process improvement. Its services include consulting, deals, risk assurance services and insolvency assignments. The company was founded on July 1, 1998 and is headquartered in Toronto, Canada.

Excel Funds Management, Inc. provides mutual fund management services. The private company is based in Canada and has subsidiaries in the country.

Sentry Investments Corp. provides fund managment services. It provides its services to individual and institutional clients. The firm offers corporate class, flow-through limited partnerships, personal pension portfolios and real income. The company was founded in 1997 and is headquartered in Toronto, Canada.

The Investment Funds Institute of Canada operates as the voice of Canada''s investment funds industry. The company was founded in 1962 and is headquartered in Toronto, Canada.

Raymond James Ltd. operates as a full-service investment dealer. The firm operates under the divisions of personal investing and equity capital markets. Personal Investing offers solutions to individuals interested in ensuring income, asset growth, and retirement plans. Equity Capital Market provides expertise in investment banking, research, corporate finance, and institutional sales and trading. It caters to individual and institutional clients as well as corporate issuers. The company was founded in 2001 and is headquartered Vancouver, Canada.

Viking Modular Solutions provides flash and microprocessor modules. The company offers memory and communications modules, which are using DRAM, flash, and microprocessors to the server, telecommunications, and embedded markets. It also supplies products to the channel resellers, distributors, retailers, and OEM customers worldwide. Viking Modular Solutions was founded in 1989 and is headquartered in Foothill Ranch, CA.