Craig B. Stanford

TriVest Wealth Counsel Ltd. is an investment management firm that works primarily with high net worth families providing risk-managed investment oversight, review and asset allocation. It offers wealth planning and family office investment program services. The company was founded by Craig Stanford and Martin Pelletier in 2008 and is headquartered in Calgary, Canada.

Founded in 1997 by William Bonner, Brickburn Asset Management, Inc. is an investment advisor located in Calgary, Alberta. The firm was formerly known as formerly Network Portfolio Management, Inc. Brickburn is a registered Portfolio Manager and Investment Counsel in Alberta, British Columbia, Manitoba and Ontario.

Mawer Investment Management Ltd. (Mawer) is a privately-owned, Canadian mutual fund manager headquartered in Calgary, Alberta. It has additional office in Toronto, Ontario, and a subsidiary with an office in Singapore. The firm was founded as a partnership in 1974 by Charles Mawer. They provide discretionary portfolio management services in certain jurisdictions in Canada for individuals, corporations, trusts, estates, institutions, pension funds, and not-for-profit organizations. Mawer also provides discretionary portfolio management services for US-based corporations and institutions, as well as certain US residents. The firm also provides sub-advisory services to certain institutional public mutual funds, non-public pooled funds, separately managed accounts, or wrap-fee programs that are managed and operated by other non-affiliated portfolio managers or investment managers.