Raymond James Financial

Fiera Capital

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Fiera Capital is a leading independent asset management firm with a growing global presence and approximately C$165.5 billion in assets under management as of September 30, 2024. Fiera Capital’s story began over 20 years ago, driven by entrepreneurship, innovation and a passion for generating prosperity for our clients. We are continuously evolving and led by the ingenuity and ambition of our people – our true point of differentiation. Fiera Capital offers a broad spectrum of investment strategies across asset classes, styles and capitalization ranges in both Public Markets and Private Markets. We are one of only a handful of independent investment firms providing extensive expertise in Canadian active and structured fixed income, Canadian and foreign equity, asset allocation and non-traditional investment solutions through a broad range of strategies and services.

Odlum Brown

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Odlum Brown has been helping clients achieve their financial goals for over 100 years. As a fully independent investment firm since 1923, Odlum Brown is committed to acting in clients’ best interests – always. Through disciplined investment advice, objective research and value-added financial planning services, the firm offers an exceptional full-service experience to grow and preserve clients’ wealth for the long term. Odlum Brown also invests in the communities where its clients and team members live and work through its passionate support of over 150 organizations across Canada. In addition, the firm has earned prestigious national recognition as one of Canada’s Best Managed Companies since 1999 and one of Canada’s Most AdmiredTM Corporate Cultures since 2017. With six locations, 400 team members and over $25 billion in client assets under management, Odlum Brown’s growth and longevity are a testament to the firm’s strong commitment to its core values, common purpose and client-focused approach.

IG Wealth Management

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For over 90 years, we have firmly believed that building long-term relationships with clients is the best way to help individuals reach their financial goals at each stage of their lives. IG Wealth Management is a part of IGM Financial, and a member of the Power Financial Corporation group of companies, one of Canada’s largest and most respected companies.