Terry Shaunessy

Shaunessy Investment Counsel, Inc. (SIC) is a Canadian investment management firm headquartered in Calgary, Alberta. The firm was founded in 2000 and was acquired in 2022 by Forstrong Global Asset Management Inc., a subsidiary of iA Financial Corp., Inc. (TSE: IAG; OTCMKTS: IAFNF). SIC manages segregated accounts for individual clients.

RBC Indigo Asset Management, Inc. (RBC Indigo) is a Canadian investment manager headquartered in Vancouver, British Columbia. The firm was formerly known as HSBC Global Asset Management (Canada) Ltd. and changed their name to RBC Indigo Asset Management, Inc. when they became a wholly-owned subsidiary of Royal Bank of Canada (NY, TSX: RY; LON: 0QKU; FRA: RYC) in 2024. RBC Indigo offers mutual funds and pooled funds to discretionary retail clients, institutional and high net-worth private clients.

HSBC Securities (Canada), Inc. is a full service broker/dealer located in Toronto, Ontario. The firm is a subsidiary of HSBC Holdings Plc (NYSE: HCS, NasdaqGS: HSBA). They are a member of the TMX Group, the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (CIPF). The firm offers their clients advisory and execution products and services in the following areas: M&A advisory, equity and debt capital markets, leveraged and acquisition financing, foreign exchange, fixed-income, derivatives and structured products. HSBC Securities specializes in 4 global sectors: financial institutions, consumer/retail Resources, energy and diversified Industries.

Founded in 1981, Gryphon Investment Counsel Inc. in an investment advisor located in Toronto, Ontario with additional offices in Montreal and Halifax, Nova Scotia. The firm offers investment management services for balanced, fixed-income and equity (Canadian, US, global and international) mandates.

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.

Amaya (Alberta), Inc. develops and supplies internet gaming software systems. The firm offers online casino games, such as card games, table games, slots, video poker, soft games or fixed odd games comprising scratch cards, pull tabs, lottery-style games and hi/lo games. The company was founded on December 16, 1987 and is headquartered in Alberta, Canada.