Daniel Lavoie

Walter Financial, Inc. is a privately-held investment management firm headquartered in Westmount, Quebec, Canada. The firm manages the assets of individual and institutional clients.

Walter Public Investments, Inc. (WPI) is an independent Canadian investment advisory firm headquartered in Westmount, Québec. WPI offers its global equity strategy to external investors.

State Street Global Advisors Ltd. (SSgA) is a Canadian mutual fund manager headquartered in Montreal, Quebec with an additional office in Toronto, Ontario. The firm was founded in 1991 and is a subsidiary of State Street Global Advisors International Holdings, Inc., ultimately held by State Street Corp. (NYSE: STT). SSgA provides asset allocation models on a non-discretionary basis to investment advisers and other financial institutions. They also provide investment advice to pensions and profit-sharing plans.

Founded in 2000, GE Asset Management Canada Co. is a registered investment advisor headquartered in Mississauga, Ontario. The firm is a subsidiary of GE Asset Management, Inc. and their ultimate parent is General Electric Company (NYSE: GE). They provide fully-discretionary investment management services to institutional investors.

Fiera Capital Corp. (Investment Management) (FCC-IM) is the investment management division of Fiera Capital Corp. (TSE: FSZ), a publicly listed asset management firm headquartered in Montreal, Quebec. The firm was founded in 2010 through a merger with Sceptre Investment Counsel Ltd. FCC-IM offers customized multi-asset solutions across traditional and alternative asset classes to institutional, retail, and private wealth clients across North America, Europe, and key markets in Asia.

CTI Capital Securities, Inc. (CTI) is the brokerage subsidiary of CTI Capital Groupe, Inc. The firm is headquartered in Montréal and was founded in 1987. CTI provides brokerage services in the fixed-income, money market and stock markets. Their fixed-income research seeks to identify the optimal strategy for the term, duration and tactical opportunities between different sectors of the market. Their equity research focuses on continuous global monitoring of the Canadian stock market.

IA Private Wealth, Inc. (Broker) (IA Private Wealth-Broker) is the brokerage division of IA Private Wealth, Inc., wealth management firm headquartered in Montreal, Canada. The firm is a subsidiary of Industrial Alliance Insurance & Financial Services, Inc., which is owned by iA Financial Corp., Inc. (TSE: IAG). IA Private Wealth-Broker offers brokerage services in stocks, bonds and mutual funds to individuals and institutions.

Montrusco Bolton Investments, Inc. (Montrusco Bolton) is an independent asset management firm headquartered in Montreal, Canada. Founded in 1946, Montrusco Bolton provides investment management services to individuals, including high net-worth individuals, banks or thrift institutions, pension and profit-sharing plans, trusts, estates, or charitable organizations, corporations or other business entities and to several private investment funds.