Jeremy Lin

Flow Investment Services Corp. (Flow Investment) is a Canadian investment advisory firm headquartered in Toronto, Ontario. They were previously known as Aston Hill Asset Management, Inc. and as LOGiQ Asset Management Ltd. The firm is a subsidiary of Ninepoint Financial Group, Inc. Flow Investment provides investment management solutions to pension plans, foundations, endowments, insurance companies, family offices and other institutional clients in Canada.

ZetaTango Technology, Inc. operates as digital banking platform. The firm offers invoice financing and capital loan solutions. The company was founded by Avinash Chidambaram and Brian McBride in 2017 and was headquartered in Toronto, Canada.

Wealthsimple Technologies, Inc. engages in the provision of investment management solutions. The company was founded on December 29, 2016 and is headquartered in Toronto, Canada.

Wealthsimple Financial Corp. is based in Toronto, Canada. Part of Power Corp. of Canada, Wealthsimple Financial Corp. is a Canadian company that provides digital-based investment advisory services. The company was founded by Michael Katchen, who has been the CEO since incorporation.

CreditGenie, Inc. provides technology services that aims to disrupt the point-of-sale financing experience for merchants and consumers. The firm serves retail, education and healthcare sectors. The company was founded by Alex Kaplunov and Daniel Shain in 2016 and is headquartered in Toronto, Canada.

Thinking Capital Financial Corp. operates as a financial technology company that provides financing to small and medium-sized enterprises. Its products include Fixed Payment Solution, Flexible Payment Solution, Common Financing Needs and Small Business Benefits. The company was founded by Jeff Mitelman and Peter Mazoff in 2006 and is headquartered in Montreal, Canada.

Purpose Financial LP operates as an independent financial services company. Its platforms include Purpose Investments, Purpose Advisor Solutions, and Purpose Banking Solutions. The company was founded by Som Seif in 2006 and is headquartered in Toronto, Canada.

Richardson Wealth (USA) Ltd. (Investment Management) (Richardson Wealth-IM) is the wealth management division of Richardson Wealth (USA) Ltd., a broker/dealer firm headquartered in Toronto, Ontario. The firm was founded by Andrew Marsh in 2010 and is owned directly by RF Capital Group, Inc. (TSX: RCG). Richardson Wealth-IM provides wealth management solutions to individuals, trusts, estates, corporations and business entities.

The Sunnybrook Foundation provides health care services. The company was founded in 2004 and is headquartered in Toronto, Canada.

d1g1t, Inc. provides a digital wealth management platform for professional advisers and individual investors. The company was founded by Dan Rosen, Benoit Fleury and Philippe Marcel Rouanet and is headquartered in Toronto, Canada.

Wealthsimple, Inc. is an independent asset management firm headquartered in Toronto, Canada. It was co-founded by Michael Katchen in 2014. The firm manages assets of various clients.

Part of Oppenheimer Holdings, Inc., CIBC Wood Gundy Corp. is a Canadian company that provides brokerage services. The company is based in Toronto, Canada.

Part of Deloitte LLP (New York), Monitor Deloitte is a company that provides strategic consulting services. The company is based in Rosslyn, VA. The company was founded by Lene S Schulze.

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.

Invico Capital Corp (Invico Capital) is a private equity firm founded in 2005 by Jason Brooks and Allison Taylor. The firm is headquartered in Calgary, Canada.

Part of Royal Bank of Canada, RBC Investor & Treasury Services is a Canadian company that provides asset services, custody, payments and treasury services for financial and institutional investors. The company is based in Vancouver, Canada.

OMERS Capital Markets provides investment services and is ultimately controlled by the Province of Ontario. The company is based in Toronto, Canada.

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.

R-LABS Canada, Inc. provides real estate services. The company was founded by George Carras in 2018 and is headquartered in Toronto, Canada.

Mattamy Homes Ltd. engages in the provision of new home construction and development services. It offers personalized homes, home financing, and homeowner support. The company was founded by Peter E. Gilgan in 1978 and is headquartered in Toronto, Canada.

Maverix Private Equity (Maverix Private Equity) is a venture capital firm founded in 2019 by John Ruffolo and Mark G. Maybank. The firm is headquartered in Toronto, Canada.

OMERS Growth Equity is a Private Equity firm, a subsidiary of OMERS Administration Corp. founded in 2018. The firm is headquartered in Toronto.

Founded in 1981, Haywood Securities Inc. is a broker/dealer headquartered in Vancouver, British Columbia with additional offices in Calgary and Toronto. The firm offers a full array of investment services. Their research focuses on companies in the mining, oil & gas, biotechnology, telecommunications and technology sectors. They focus on young companies that are built around innovative ideas and offer the potential for rapid growth. Haywood Securities is a member of the Toronto Stock Exchange, the TSX Venture Exchange, the Montreal Exchange, the Canadian Trading and Quotation System, the Canadian Investor Protection Fund and the Investment Dealers Association of Canada. They are also registered to transact securities business in the U.S. and are a member of the NASD.

Osool & Bakheet Investment Co. (Investment Management) (OBIC-IM) is the investment management division of Osool & Bakheet Investment Co. a closed joint stock company headquartered in Riyadh, Saudi Arabia. The firm was founded from the merger of Osool Capital Company and Bakheet Investment Group in 2005. OBIC-IM provides asset management services to individual and institutional clients.