Kevin Sampson

BMO Capital Markets Corp. (Canada) (BMO Capital Markets-Canada) is the Canadian brokerage arm of BMO Capital Markets Corp., a full-service financial services provider in the US. The firm was founded in 1817 and is a subsidiary of BMO Asset Management, Inc., which is owned by Bank of Montreal (NYSE, TSX: BMO) in Canada. Headquartered in Toronto, BMO Capital Markets-Canada provides full-service, institutional brokerage services to corporate, institutional and government clients around the world.

Montréal Exchange, Inc. engages in the operation and development of market and clearing services for Canadian and international clients and to commercialize internally developed technology solutions. The Group operates in two segments, namely, Exchange and Clearing House. The Exchange segment acts as the only standardized financial derivatives exchange in Canada, providing a complete range of equity, index and interest rate derivatives. The Clearing House segment acts as clearing house and guarantor for derivative instruments traded at the MX and certain other derivative instruments from the over-the-counter market. The company is headquartered in Montreal, Canada.

BMO Capital Markets Corp. (BMOCMC) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1817 and is a direct, wholly-owned subsidiary of BMO Financial Corp., which is wholly-owned by Bank of Montreal (TSE: BMO, NYSE: BMO), a Canadian chartered bank. BMOCMC provides investment advisory and portfolio management services to institutional clients only.

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

Odlum Brown USA Investment Management Ltd. (OB USA) is an independent, full-service investment firm headquartered in Vancouver, Canada. The firm was founded in 2005 and is wholly owned by Odlum Brown Ltd. OB USA provides disciplined investment advice and objective value-based research to individuals, estates, trusts, corporations and similar entities.

Dye & Durham Corp. engages in the design and development of a cloud-based platform which connects a global network of professionals with various public records to support business transactions and regulatory compliance. The firm offers due diligence, practice management, litigation solutions, investigative and compliance services, process servicing, PPSA services, lien management, and financial risk management. The company was founded in 1874 and is headquartered in Toronto, Canada.

Ventum Financial Corp. is a full-service Investment Dealer headquartered in Vancouver, Canada. The firm was founded by Max Meier and John Eymann in 1982 as Pacific International Securities, Inc. They became PI Financial Corp. (PI) in 2007 and changed their name to Ventum Financial Corp. in 2024 as part of the process of amalgamation between PI and Echelon Wealth Partners, Inc., previously announced in March 2023. Ventum Financial provides expertise across a variety of growth sectors and delivers a full range of capital markets services, which include equity research, investment banking, advisory, and institutional sales and trading to mid-market corporate clients in Canada. They prioritize minimal market impact during superior trade execution.

Part of Intercontinental Exchange, Inc., Natural Gas Exchange, Inc. operates an electronic trading platform for natural gas and electricity contracts. The company is based in Calgary, Canada. Natural Gas Exchange was acquired by TSX Group, Inc. from OM Gruppen AB on March 02, 2004 for $28.86 million.

Founded in 1923, Odlum Brown Ltd. is an independent, full-service and brokerage firm headquartered in Vancouver, British Columbia. The firm focuses on providing professional investment advice, objective research and personalized client service. They manage investments in equities, fixed-income securities, mutual funds and GICs, and also offer services including financial, retirement and estate planning and a Young Investors Club for children. Odlum Brown seeks to select value-based investments that are consistent with their clients' objectives. The firm uses fundamental research to identify companies with competitive advantages resulting from low cost operations or companies operating in industries with significant barriers to competitive entry.

RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets.

BMO Nesbitt Burns, Inc. provides investment and financial advisory services. The firm offers financial planning; estate planning and preservation; retirement, insurance, and education planning; income replacement; tax minimization; and business succession planning advisory services. The company was founded in 1912 and is headquartered in Toronto, Canada.

Part of Canadian Imperial Bank of Commerce, INTRIA Items, Inc. provides check clearing, document imaging, file management, lockbox processing, account and deposit processing, print and mail management services, and currency services. The company is based in Mississauga, Canada.

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.

Part of TMX Group Ltd., Shorcan Brokers Ltd. is a Canadian company that provides inter-dealer bond brokerage services. The company is based in Toronto, Canada. Shorcan Brokers was acquired by TSX Group, Inc. on October 25, 2006. The CEO of the company is James P. Magee.

Young Presidents' Organization, Inc. is a global leadership community of over 30,000 chief executives from 142 countries. The non-profit company is based in Irving, TX and has a global presence of subsidiaries in several regions. The company's mission is to help its members become better leaders and better people. The company was founded in 1950 by Ray Hickok, Khalid Mohamed Jassem Kanoo. Thayer Smith has been the CEO of the company since 2007.

Texas Scottish Rite Hospital for Children provides healthcare services. It offers pediatric orthopedics, dyslexia and other medical services. The company was founded in 1921 and is headquartered in Dallas, TX.

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.

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.

Value Line Timeliness 100 Fund is a closed-end investment fund. It provides opportunity for capital appreciation. It investment objectives include the opportunity for capital appreciation, quarterly cash distributions and lower overall volatility of portfolio returns. The fund is headquartered in Toronto, Canada.

United Way of Greater Toronto provides social community services. The firm offers programs and services for everyone, building connections to help people work together, developing solutions to local issues that affect them and opportunities that improve people’s social and economic futures. The company is headquartered in Toronto, 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.

The Country Day School operates as an independent non-profit university preparatory school. It offers academics, athletics, arts, leadership skills, and character building opportunities. The company was founded in September 1972 and is headquartered in King City, Canada.

Royal Ontario Museum operates museums. The company is headquartered in Toronto, Canada.

Pemberton Securities, Inc. is a Canadian company.

Part of Ernst & Young Global Ltd., Ernst & Young, Inc. is a professional services firm based in Toronto, Canada. The Canadian company provides a range of services and solutions to help clients transform, grow, and operate. The company's services include strategy consulting, analytics consulting, people advisory services, transactions and corporate finance, assurance, tax planning, and legal services. The company also offers advanced technology, audit technology, tax technology, and managed services. Ernst & Young is committed to creating long-term value for all stakeholders and building a better working world. The CEO of the company is Jad Shimaly.

Toronto Board of Trade operates as a chamber of commerce. The firm’s services include steelcase worklounge, document certification, chambers insurance, networking events, TRSM executive education, member workshops, worlds trade centre Toronto services, distinguished speaker series, summits, symposia and forums. The company was founded in 1845 and is headquartered in Toronto, Canada.