Daniel Thériault

Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts.

TD Asset Management, Inc. (TDAM) is a Canadian investment management firm headquartered in Toronto, Ontario. The firm is a subsidiary of the Toronto-Dominion Bank (NYSE: TD), a Canadian chartered bank regulated by the Office of the Superintendent of Financial Institutions. Founded in 1987, TDAM provides discretionary investment management services to corporations, investment companies, pension funds/plans, endowments and foundations.

Royal Trust Corp. of Canada (Royal Trust) is an investment management division of Royal Bank of Canada, (TSX: RY, NYSE: RY). The firm is headquartered in Toronto, Ontario. Royal Trust provides wealth and trust management services to clients worldwide.

Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis.

Beutel Goodman & Co. Ltd. (Beutel Goodman) is a privately-owned, independent Canadian investment manager headquartered in Toronto, Ontario. The firm was founded by Austin Beutel and Ned Goodman in 1967. Beutel Goodman provides portfolio management services to institutional, private wealth and retail clients. They also act as a sub-advisor to certain investment companies registered and domiciled in Canada and to several wrap-fee programs.

Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve.

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.

Ontario Power Generation, Inc. generates and distributes electricity. It provides nuclear, hydroelectric, and thermal power generation through wind turbine, nuclear, hydroelectric, biomass, and thermal stations. The company was founded on December 1, 1998 and is headquartered in Toronto, Canada.

Healthcare of Ontario Pension Plan (HOOPP) is a Canadian pension fund manager headquartered in Toronto, Ontario. The firm was founded in 1960 as Hospitals of Ontario Pension Plan. They are a subsidiary of the government-owned Ontario Ministry of Health & Long Term Care. HOOPP manages a multi-employer defined benefit pension plan for Ontario's hospital and community-based healthcare sector.

TD Canada Trust provides personal and commercial banking services. It engages in convenient and secured way to business banking, investment and credit needs. The company is headquartered in Toronto, Canada.

Cumberland Private Wealth Management, Inc. (CPWM) is a Canadian wealth management firm headquartered in Toronto, Ontario. The firm was founded in 1997 and is a wholly-owned subsidiary of Cumberland Partners Ltd. CPWM provides discretionary investment management services for families, individuals and foundations.

Deloitte LLP (New York) engages in the provision of audit, consulting, tax, and advisory solutions. It offers services relating to tax, consulting, audit and assurance, Deloitte private company services, mergers and acquisitions, risk and financial advisory, analytics, and cloud. The company was founded by William Welch Deloitte, George A. Touche, Charles Waldo Haskins, and Elijah Watt Sells in 1845 and is headquartered in New York, NY.

The Empire Life Insurance Co. (Investment Portfolio) (Empire Life-IP) is the investment portfolio division of The Empire Life Insurance Co., a life insurance and financial services company headquartered in Kingston, Ontario. Founded in 1923, the firm offers life insurance, investment products and employee benefits. Empire Life-IP manages the client's investment portfolio.

The Ontario Pension Board (OPB) is a government-owned pension fund manager headquartered in Toronto. OPB is the administrator of the Public Service Pension Plan (PSPP), a major defined benefit pension plan, sponsored by the Government of Ontario. Their membership is comprised of certain employees of the provincial government and its agencies, boards, and commissions.

TD Banknorth, Inc. provides banking and financial services. It also offers insurance, wealth management, merchant services, mortgage and government banking, private label credit cards, and other financial services. The company is headquartered in Portland, ME.

Citigroup Global Markets Canada, Inc. (CGMCI) is an investment bank and broker/dealer headquartered in Toronto, Ontario. The firm is a subsidiary of Citigroup Global Markets Canada Holdings Co. and their ultimate parent is Citigroup, Inc. (NYSE: C). They were formerly known as Salomon Smith Barney Canada, Inc. CGMCI offers trading and execution services to corporate and institutional clients.

MD Financial Management, Inc. (MD) is a Canadian fund-of-funds manager headquartered in Ottawa, Ontario. The firm was founded in 1969 and is owned by The Bank of Nova Scotia (TSE: BNS). MD provides financial products and services and offers investment counselling services to Canada’s physicians and their families. The firm also serves as the fund manager for the MD Family of Funds.

Focus Asset Management Ltd. (Focus) is an independent wealth management firm headquartered in Toronto, Canada. The firm was founded by Scott Conrod in 2009. Focus provides financial advice and products for individuals, families and foundations.

RBC Global Asset Management, Inc. (RBC GAM) is an investment advisor and mutual fund manager headquartered in Toronto, Ontario. They are an indirect, wholly-owned subsidiary of the Royal Bank of Canada (TSX, NYSE: RY). The firm was founded in 2008 following the merger of RBC Asset Management and Phillips, Hager & North Investment Management in Canada, together with the US-based institutional asset management company, RBC Global Asset Management (US). RBC GAM provides global investment management services and solutions to institutional, high-net-worth and individual investors through separate accounts, pooled funds, mutual funds, hedge funds, exchange-traded funds and specialty investment strategies.