At BMO Global Asset Management, we continually deepen and expand our expertise and our capabilities as we develop dynamic risk-return solutions that meet investors’ varying needs.

The numbers as of June 30, 2023

• $145B assets under management
• 116 investment professionals
• 15 years average investment experience
• 330+ employees

Our strong foundation is built upon BMO, the 8th largest bank in North America by assets. Our clients and customers can benefit from our ability to leverage our BMO partners across personal and commercial banking, wealth management and investment services. Together we join in fueling the progress of individuals, families, communities and businesses across North America.

RBC Investor Services (RBCIS) delivers asset servicing solutions to Canadian asset managers and asset owners, investment counsellors and other financial institutions. Part of Royal Bank of Canada, Canada’s largest bank and one of the top 10 banks globally¹, our focus is on safeguarding the assets of our clients and supporting their growth. Clients benefit from our long-standing experience and expertise:

• Over 120 years in providing investor services
• Award-winning custody, asset servicing and fund administration solutions²
• Focused on delivering seamless client experiences and employing technology to enable our clients’ success

Products and Services

RBCIS’ product and services include custody, fund administration, shareholder services, middle office, cash management, foreign exchange and securities finance.

^{(1) Based on market capitalization as at April 30, 2023
(2) Global Investor ISF and R&M Surveys, 2022}

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals.

As a privately-owned company, our people and world class resources are committed to doing what is right for investors and their long-term success. Our clients have entrusted us with over $200 billion in assets under management (as at December 31, 2023) and they include individuals, financial advisors, pension plans, endowments, foundations and more.

We are proud to provide investors a full range of investment solutions through mutual funds and exchange-traded funds, including domestic, international and global equity, income-oriented strategies, asset allocation solutions, managed portfolios, sustainable investing and our high net worth program. Fidelity Funds are available through a number of advice-based distribution channels including financial planners, investment dealers, banks, and insurance companies.

State Street Global Advisors serves governments, institutions and financial advisors with a rigorous approach, breadth of capabilities and belief that good stewardship is good investing for the long term. Pioneers in index, ETF, and ESG investing and the world’s fourth-largest asset manager¹, we are always inventing new ways to invest.

Learn more at SPDR Exchange Traded Funds (ETFs) | SSGA

^{(1) Pensions & Investments Research Center, as of 12/31/21}

The CIFP Retirement Institute has a mission to research and develop the knowledge base of retirement planning and, financial planning more generally, in the best interest of Canadians.

The Institute is evolving into the pre-eminent source to obtain unbiased, high quality, topical information about retirement and retirement planning. Education programs supporting the various CIFP designations supplement technical content with a focus on the more qualitative aspects of retirement and financial planning. Despite the importance of incorporating qualitative factors into a plan, unfortunately, it is often overlooked in a typical client-planner meeting or, may not be discussed in sufficient detail because far too often the client-planner interaction revolves around all things quantitative. To counter this deficiency, topics such as lifestyle planning, client engagement skills, retirement trends, considerations as part of estate and succession planning, how to prepare for retirement and intergenerational wealth transfers are fundamental learning objectives within the RRC and RFRA curricula.

Learn more at www.retirementinstitute.ca

The Canadian Institute of Financial Planners is a non-profit association for Certified Financial Planner® professionals. The association is an independent, effective, and powerful advocate for the CFP®/ certification marks and the financial planning profession in Canada.

Membership is open to all Canadian CFP professionals, Registered Retirement Consultants®/Conseillers en Retraite® and Conseillères en Retraite®, associates who have completed their pre-CFP certification education requirements, students who are currently enrolled in a qualified education program leading to CFP certification and concerned and interested investors.

CIFPs advocates on behalf of its members, retirement planners holding the RRC/CR credential and the CFP certification marks with regulators and the public. We won't let them forget that the CFP and RRC/CR marks represent the highest standard for financial planners and retirement planners—here at home, and abroad.

Learn more at www.cifps.ca