Karen Sankhi

Dorchester Wealth Management Co. (Dorchester) is a Canadian wealth management firm headquartered in Montréal, Quebec. The firm's history dates back to 1928 when they were founded as Hodgson Roberton & Company. The firm was reorganized in 1986 as Dorchester Investment Management. In April 2015, they became a subsidiary of Focus Canada Holdings LLC, which is a wholly-owned subsidiary of Focus Operating LLC, and their advisory business was rebranded as Dorchester Wealth Management Co. Their ultimate parent is Focus Financial Partners, Inc. (NASDAQ: FOCS) in the US. Dorchester provides investment counsel to clients across North America and overseas.

Burgundy Asset Management Ltd. (Burgundy) is a Canadian fund management firm headquartered in Toronto, Ontario. The firm was founded in 1990 and is a subsidiary of Laucam Holdings Ltd. Burgundy offers discretionary investment management services to institutions (foundations, endowments and pension funds) and private individuals through separately managed accounts and commingled funds.

Pembroke Private Wealth Management Ltd. (Pembroke) is a Canadian wealth advisory firm headquartered in Montréal, Canada. The firm was founded in 19988 and is a subsidiary of Pembroke Management Ltd. Pembroke offers a range of pooled and mutual funds, which provides exposure to Canadian, US, and international equities, as well as fixed-income securities. Their clients include individuals, families, foundations, and pension funds.

Founded in 1997, Hampton Securities Ltd. is an independent broker/dealer headquartered in Toronto, Ontario with an additional office in Hong Kong. The firm's primary business lines include: (1) private client wealth management (2) global institutional agency trading and (3) specialist/market making for over 100 securities listed on the Toronto Stock Exchange. Hampton Securities provides international trade execution services to institutional investors including international fund managers, banks, insurance companies, pension funds, hedge funds and mutual funds. The firm advises on and completes custom trade settlements and currency conversions associated with large institutional order flows. Hampton Securities provides a full array of trading and execution services for their clients. They do not provide any internal research. The firm is a member of the Canadian Investor Protection Fund (CIPF)

RBC Capital Markets LLC (Investment Management) (RBC-IM) is the asset management division of RBC Capital Markets LLC, a broker/dealer headquartered in New York City. The firm is a subsidiary of RBC USA Holdco Corp., ultimately held by Royal Bank of Canada (NYSE, TSE: RY) in Canada. RBC-IM provides advisory services to individuals, foundations, endowments, employee benefit plans, trusts and estates, educational institutions, corporations, businesses, government entities and other entities.

National Bank Financial, Inc. (NBF) is a Canadian mutual fund manager headquartered in Montréal, Quebec. The firm was founded in 1902 and is a direct subsidiary of National Bank Acquisition Holding, Inc., ultimately owned by National Bank of Canada (TSX: NA). NBF is an integrated firm that combines retail advisory and brokerage services with institutional brokerage, investment banking, corporate finance and securities clearing services for third parties.

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.

BMO Asset Management, Inc. is a Canadian mutual fund management firm headquartered in Toronto, Ontario. Previously, they were known as Jones Heward Investment Counsel and prior to that as RMN Investment Counsel. The firm was founded in 1982 and is a subsidiary of Bank of Montreal (TSE, NYSE: BMO). BMO Asset Management provides investment management, retirement and trust and custody services to institutional, retail and high-net-worth investors around the world.

Doherty & Associates Ltd. (D&A) is a Canadian investment advisory firm headquartered in Ottawa, Ontario. The firm was founded in 1979 and is a subsidiary of AGF Management Ltd. (TSE: AGF.B). D&A provides investment management services to individuals and tax-exempt institutions.

CIBC Trust Corp. provides financial and investment management services. It is headquartered in Toronto, Canada.

Royal Bank Financial Group provides financial services, including issuing money in various forms, receiving deposits of money, lending money and processing transactions and the creating of credit. The company is headquartered in Langley, Canada.

Part of Royal Bank of Canada, The Royal Trust Co. is a multi-function facility located in Toronto, Canada. The facility offers a 400-seat venue with state-of-the-art Dolby calibrated re-recording mix stage, digital and 35mm projection, remote HD video recording, and live streaming capability. In addition, the facility has in-house audio, lighting, video, fiber optic internet, and cable TV access. The Royal Trust has incorporated Bottega Volo, a well-known purveyor of fine foods and beverages, into the foyer. The facility is accessible by public transportation and has above and below-ground parking lots. The Royal Trust also provides accessibility seating for wheelchair users, but the venue does not have ground floor restrooms.

Raymond James Investment Counsel Ltd. (RJIC) is an asset management firm headquartered in Vancouver, Canada. The firm was founded in 2003 and formerly known as MacDougall Investment Counsel, Inc. They are a wholly-owned subsidiary of Raymond James Ltd., ultimately owned by Raymond James Financial, Inc. (NYSE: RJF) in the US. RJIC specializes in discretionary investment management for private clients, families, institutional investors, pensions, and foundations.

Rempart Asset Management, Inc. (Rempart) is an independent wealth management firm headquartered in Montreal, Quebec. The firm was founded in 2010 and is principally owned by Douglas Buchanan and David Stenason. Rempart specializes in discretionary investment management for individuals, private corporations and foundations.

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.

Lorne Steinberg Wealth Management, Inc. (LSWM) is a management-owned, Canadian asset management firm headquartered in Montréal, Québec with an additional office in Toronto, Ontario. The firm was founded by Lorne Steinberg in 2009. LSWM provides discretionary investment management services to individuals, corporations and non-profit organizations. Accounts are managed on both a segregated basis and through proprietary pooled funds, depending on client circumstances.