Michael Stevens

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.

Burgundy Asset Management Ltd. (Burgundy) is a Canadian fund management firm headquartered in Toronto, Ontario. The firm was founded in 1990 and is a direct subsidiary of Laucam Holdings Ltd. Burgundy offers discretionary investment management services to institutions (foundations, endowments and pension funds) and private individuals through separately managed accounts and commingled funds.

1832 Asset Management LP (1832 AM) is a Canadian asset management firm headquartered in Toronto, Ontario. The firm does business as Scotia Global Asset Management and is a subsidiary of Bank of Nova Scotia (NYSE, TSX: BNS). In 2013, another BNS subsidiary, GCIC Ltd. underwent an internal consolidation and transferred its asset management business to 1832 AM. In 2008, through a reorganization by the Bank of Nova Scotia, Scotia Asset Management came to encompass the Scotia Funds, the asset management programs that had been run by the bank's brokerage arm Scotia McLeod and Scotia Cassels Investment Counsel Ltd. 1832 AM offers a broad range of investment solutions to meet the diverse needs of clients across all levels of wealth in Canada and around the world.

National Bank Financial, Inc. (Broker) (NBF-Broker) is the broker/dealer division of National Bank Financial, Inc., a Canadian mutual fund manager headquartered in Montréal, Quebec. The firm was founded in 1902 and is a direct subsidiary of National Bank Acquisition Holding, Inc., ultimately owned by National Bank of Canada (TSX: NA). NBF-Broker provides retail advisory and brokerage services with institutional brokerage, investment banking, corporate finance and securities clearing services for third parties. The firm has a substantial presence in all regions of Canada, as well as operations in the US and Europe.

Founded in 1971, Peters & Co. Ltd. is an independent, fully integrated investment firm headquartered in Calgary, Ontario. The firm specializes in investments in the Canadian oil and natural gas and oilfield services industries. They provides investment services to institutional investors and private clients. Peters & Co. employs their own trading group and performs specialized and comprehensive investment research. They are an active underwriter for, and financial advisor to, companies active in the Canadian energy industry. Peters & Co. is a member of the CIPF.

Toronto Stock Exchange operates as a stock exchange. It provides opportunities to access public equity capital, liquidity for existing investors, and monitor market exposure associated with Canada's senior exchange. Toronto Stock Exchange was founded in 1852 and is located in Toronto, ON.

Clarus Securities, Inc. is a broker/dealer located in Toronto, Ontario. Their research team covers a wide range of sectors and companies. The theme to all their efforts is the drive to find good investment ideas among the small- to medium-sized issuers in Canada. Clarus Securities' research focuses on growth opportunities in both traditional equities and the business trust sector. They cover a variety of sectors including: alternative energy, clean tech/power infrastructure, energy services, geothermal energy, industrial products, mining, oil and gas, solar energy, special situations and technology.

eResearch Corp. is an independent investment research firm headquartered in Toronto, Canada. The firm was founded in 2000 and provides institutional-quality, equity research focused primarily on small- and mid-cap companies. Their focus is on identifying companies that have interesting prospects, sound management, and significant potential for share price appreciation. They also provide research reports on middle and larger-sized companies, through a combination of fundamental and technical analysis. eResearch complements their corporate research coverage with a diversified selection of informative, insightful, and thought-provoking research publications from a wide variety of investment professionals.

Founded in 1999, Paradigm Capital, Inc. is an independent, institutional investment dealer headquartered in Toronto with an additional office in Calgary. They offer sector-based research, a strong distribution platform and select investment banking mandates. The firm focuses their research, distribution and investment banking efforts on several areas in the Canadian equity markets: growth, mining, energy and energy services. Paradigm is a member of the CIPF.

Raymond James Ltd. (Broker) (Raymond James-Broker) is the broker/dealer division of Raymond James Ltd., a diversified financial services firm headquartered in Vancouver, British Columbia. The firm was founded in 1962 and is ultimately owned by Raymond James Financial, Inc. (NYSE: RJF), a US-based diversified holding company. Raymond James-Broker provides a full array of investment services to corporate and institutional clients.

Versacold Holdings Corp. engages in temperature-controlled warehousing and distribution services. The company operates more than 70 facilities, primarily in the U.S. and Canada and also in Argentina, Australia, and New Zealand. Its facilities include production warehouses, which are located near food manufacturing plants, and distribution warehouses, which handle packaged goods. The company is located in Vancouver, Canada

Ironbridge Equity Partners Management Ltd. is an Independent Private Equity firm founded in 2005 by Alan G. Sellery.The firm is headquartered in Toronto, Canada.

Part of Virtu Financial, Inc., Ross Smith Energy Group Ltd. provides research services on the oil and gas industry. The company is based in Calgary, Canada. Ross Smith Energy Group was acquired by Virtu ITG Holdings LLC, part of Virtu Financial, Inc. from March 01, 2019 on June 03, 2011 for $38.65 million.

Scotts Hospitality, Inc. owns and operates restaurants. The private company is based in Toronto, Canada.

Canaccord Genuity Corp. (CGC) is the broker/dealer subsidiary of Canaccord Genuity Group, Inc., (TSE: CF; OTCMKTS: CCORF) in Canada. The firm was founded in 2010 and is locally known as Financière Canaccord ltée. Headquartered in Vancouver, CGC offers corporate and institutional clients with versatile and responsive sales and execution services that range from Institutional Equities and International Equities to Electronic Trading and Fixed Income. Their sales & trading team execution capabilities encompass a wide range of products and services such as Equities, ADR’s, OTC, ETF’s, Fixed Income, Options, Preferreds, Investment Companies.

The Bishop Strachan School provides education services. It provides education for day and boarding students from JK to Grade 12. The company was founded in 1867 and is headquartered in Toronto, Canada.

KingSett Capital, Inc. operates as a private equity real estate investment company. It provides strategic investments in real estate assets and properties which include office, retail, industrial, residential, hotel and development properties. The firm also provides real estate mortgages. The company was founded by Jon E. Love in 2002 and is headquartered in Toronto, Canada.

Ernst & Young Global Ltd. engages in the provision consulting services. Its services include assurance, consulting, strategy and transaction, and tax. The company was founded on November 26, 2001 and is headquartered in London, the United Kingdom.

National Property Inspections, Inc. provides home and commercial building inspection services. It offers inspection services to a variety of clients including home buyers and home sellers, commercial property investors, owners, tenants, real estate agents and attorneys, employee relocation companies, banks and field service companies. The company was founded by Roland Bates in 1987 and is headquartered in Omaha, NE.

Echelon Wealth Partners, Inc. (Echelon) is a Canadian-owned and operated full-service broker-dealer headquartered in Toronto, Ontario. The firm was founded by Robert Furse and David Cusson in 2010 as Euro Pacific Canada, Inc. They are owned by 1-UP Holdings Corp., a holding company. Echelon offers superior investment advice and efficient trade execution for their institutional and retail clients. In 2023, Echelon and PI Financial Corp. (now known as Ventum Financial Corp.) have agreed to combine in a merger of equals to create an investment advisory, wealth management, and capital markets firm.

Vectr Ventures Ltd is a venture capital firm founded in 2009 by Arthur Law, Alan Chan, Jason Best, Mark Munoz and Adrian Chan. The firm is headquartered in Hong Kong.

Bordeaux Capital, Inc. focuses on generating and executing transformative financial advisory solutions for public and private corporations. The company was founded by Jaret Anderson, Gage Jull and Max Satel and is headquartered in Toronto, Canada.

Fiera Private Debt Inc (Fiera Private Debt) is a private equity subsidiary of Fiera Capital Corp founded in 1994. The firm is headquartered in Quebec, Canada.

GeneTether, Inc. develops gene editing technologies intended for human therapeutic applications. Its platform is focused on the treatment of rare, monogenic diseases of the kidney and the skin. The company was founded by William James Garner, R. Geoffrey Sargent, and Daren N. Graham on February 12, 2018 and is headquartered on California.

Langdon Equity Partners Ltd. provides investment advice. The private company is based in Toronto, Canada. and has subsidiaries in Canada. The Canadian company was founded in 2022 by Gregory Dean. Gregory Dean has been the CEO since 2022.

Verecan Capital Management Inc. is an independent financial advisory firm that provides client-focused financial advice and discretionary investment management. Verecan Capital Management Inc. is based in Halifax, Canada, and is composed of the team formerly known as White LeBlanc Wealth Planners. The team has over 30 years of experience in the industry and is not commission-based, ensuring that their advice is never motivated by profit considerations or quotas. The Canadian company measures success by client satisfaction and helping clients achieve their investment goals. The private company is currently a registered portfolio manager in Scotia, Ontario, and has plans to register across other locations. Colin White has been the CEO of the company since 2023.

Slate Asset Management LP /Private Equity/ (Slate Asset Management /Private Equity/) is a real estate investment firm, which was founded in 2005 by Blair Welch and Brady Welch. The firm is headquartered in Toronto, Canada.