Shawnee Ann Sax

H.M. Payson & Co. (HM Payson) is an independent, SEC-registered investment advisor headquartered in Portland, Maine. The firm was founded in 1854 by Henry Martyn Payson. They originally specialize in financing public water companies and became nationally known as an underwriter of America’s growing infrastructure. Today, investment advisory and trust services are their exclusive focus. HM Payson provides investment advisory, trust and wealth management services to a wide variety of individuals, trusts, endowments, foundations and retirement plans.

Merrill Lynch Canada, Inc. is a Canadian broker/dealer headquartered in Toronto, Ontario. They are a subsidiary of Midland Walwyn, Inc. and their ultimate parent is Bank of America Corp. (NYSE: BAC). The firm offers brokerage and investment banking services as well as commercial lending, global high-yield debt, global equity, and M&A services to institutional and retail clients.