Scotiabank’s vision is to be our clients’ most trusted financial partner, to deliver sustainable, profitable growth and maximize total shareholder return. Guided by our purpose: "for every future," we help our clients, their families and their communities achieve success through a broad range of advice, products, and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. With assets of approximately $1.4 trillion (as at January 31, 2024), Scotiabank trades on the Toronto Stock Exchange (TSX: BNS) and New York Stock Exchange (NYSE: BNS).

IG Wealth Management is leading the industry for those who want to focus on true integrated financial planning that includes: investments, mortgages, tax planning, estate plans, philanthropy, retirement, insurance, private company advisory and private wealth planning. With over 1 million clients and over $121 billion in assets under advisement, IG is built to win through our top-performing product shelf, advanced financial planning capabilities and cutting-edge technology. Founded in 1926, IG is part of the Power Financial group of companies, which has over $968 billion in assets under management.

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, RFRA and RRA curricula.

Learn more at www.retirementinstitute.ca

ATB Investment Management (ATBIM), the asset management subsidiary of ATB Financial, provides a range of high-quality comprehensive investment management services and solutions. ATBIM’s offerings include: a range of mutual funds, including the Compass Portfolios, and tailored discretionary investment management for high-net-worth individuals and institutions. Established over 20 years ago and with over $25.5 billion in assets under management, ATBIM provides trusted expertise and a commitment to client success.

(disclosure statement) ATB Investment Management Inc. is registered as a Portfolio Manager across various Canadian securities commissions with the Alberta Securities Commission (ASC) being its principal regulator. ATB Investment Management Inc. is also registered as an Investment Fund Manager who manages the Compass Portfolios and the ATBIS Pools. ATBIM is a wholly owned subsidiary of ATB Financial and is a licensed user of the registered trademark ATB Wealth.

BMO Global Asset Management (GAM) is the asset management division of BMO Financial Group. BMO GAM is a Canadian institutional and mutual fund investment manager, providing a variety of investment solutions across asset classes and investment approaches. BMO GAM has $267B in assets under management, over 50 years of experience in asset management and a team of 110+ investment professionals committed delivering performance and bringing new solutions to life.

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.

Focal AI is the meeting assistant for Canadian advisors. We help advisors save up to 15 hours per week, with firms including IPC, Assante, and Designed Wealth Management already using Focal AI to streamline workflows through AI note-taking, automated CRM and Conquest updates, personalized follow-up emails, meeting prep, and performance coaching.

Built with enterprise-grade security and a compliance-first design, Focal AI enables advisors to deepen client relationships, increase client capacity, and grow AUM without adding headcount.

Canadians own CAD $80 billion in Vanguard assets, including Canadian and U.S.-domiciled ETFs and Canadian mutual funds. Vanguard Investments Canada Inc. manages CAD $54 billion in assets (as of March 31, 2023) with 37 Canadian ETFs and six mutual funds currently available. The Vanguard Group, Inc. is one of the world's largest investment management companies and a leading provider of company-sponsored retirement plan services. Vanguard manages USD $7.5 trillion (CAD $10 trillion) in global assets, including over USD $2.1 trillion (CAD $2.8 trillion) in global ETF assets (as of February 28, 2023). Vanguard has offices in the United States, Canada, Mexico, Europe, Australia and Asia. The firm offers 431 funds, including ETFs, to its more than 30 million investors worldwide.

Vanguard operates under a unique operating structure. Unlike firms that are publicly held or owned by a small group of individuals, The Vanguard Group, Inc. is owned by Vanguard's U.S.-domiciled funds and ETFs. Those funds, in turn, are owned by Vanguard clients. This unique mutual structure aligns Vanguard interests with those of its investors and drives the culture, philosophy, and policies throughout the Vanguard organization worldwide. For more information, please visit www.vanguard.ca .

As of April 2023.

Advisor Hunt™ is Canada’s #1 team for platform transitions and advisor successions. Working coast to coast, we discreetly guide financial advisors through the two most important career decisions after choosing the advisor path: platform selection and practice succession. Whether you’re preparing for a well-earned retirement or looking to offer your clients more, we help you secure your legacy through a sale, a merger, or a transition to a superior dealer. The goals are always the same: enhanced client service, advanced technology, exclusive investment access, and strong economics for you, the advisor. Succession is a defining milestone—and we make it count. Our flagship program, Optimal Practice Succession™, is Canada’s leading program for advisor book sales and practice transitions. Whether your practice serves high-net-worth households or has proudly supported the mass affluent for decades, we help you find the right successor or the right platform to continue delivering excellence. Our expert deal structuring and proven matchmaking processes reduce transition risk, protect client relationships, and maximize outcomes—for you and your clients. Placing your clients in the best hands possible isn’t just good business—it’s the most honourable act of a great advisor.

From our humble beginnings to our present status as one of North America’s largest independent brokerage firms, our clients continue to be at the heart of everything we do. As a 30+ year-old firm in Canada, supported by the legacy of a 104 year-old U.S. enterprise, we have grown to become one of Canada’s largest independent full-service brokerage firms. Our dedication to putting our clients first is evident in how we work with them today. Their priorities are our priorities, and our advice is only based on their needs and goals.

Fidelity Wealth is a new wealth management service designed to support financial advisors as they plan for their succession and transition toward retirement. We partner with retiring advisors to create thoughtful, customized transition plans that protect their legacy while ensuring continued high quality service for their clients.

Our approach is built around partnership and long term continuity. Advisors gain access to a dedicated transition team that provides expert guidance throughout every stage of the succession process, offering clarity and confidence for both advisors and their clients. Once transitioned, clients benefit from comprehensive financial planning tailored to their individual goals and circumstances, supported by disciplined investment management.

Fidelity Wealth offers an open architecture investment model, giving clients access to a wide range of investment solutions selected through a rigorous due diligence process overseen by dedicated in house experts. This flexibility allows portfolios to be constructed with the client’s best interests at the forefront.

Fidelity Wealth’s mission is to help advisors retire with confidence, knowing their clients will continue to receive personalized advice and leading investment solutions.

Learn more at wealth.fidelity.ca .

We build unshakeable partnerships with advisors, who in turn, build unshakeable relationships with investors. Together, we help people become more knowledgeable, more educated, and more invested. When you combine our insights, knowledge and proven investment solutions with advisor expertise, Canadians can worry less about their money and focus more on the things that truly matter.

Our story started in 1967, with one advisor working with one Mackenzie employee. As we’ve evolved, partnership has been at the core of everything we do. We help advisors help their clients become more invested.

Here’s How:

1. Partnering with advisors to help investors reach their full potential
2. Delivering performance driven, innovative investments solutions, for all types of investors
3. Investing in a sustainable and responsible future.
4. Making investments easier to understand.

*As of March 31, 2025

Starlight Capital is is an independent asset management firm offering mutual funds, exchange-traded funds, private pools and structured products with a real assets focus. Our goal is to deliver superior risk-adjusted returns to investors through a disciplined investment approach, Focused Business Investing. Starlight Capital is a wholly-owned subsidiary of Starlight Investments. Starlight Investments is a private, full service, real estate investment and asset management company. The firm is driven by an experienced team of 200 real estate and investment professionals managing over $14 billion of capital on behalf of pension funds, family offices, high net worth investors, retail investors and public REITs. Our goal is to make Starlight Capital your trusted partner for differentiated investment solutions. To that end we have leveraged relationships built over decades to provide you with best in class client service and investment management.

We think investing is about finding great businesses that will do well over long periods of time. When we find those businesses, we like to do our own analysis and when the risk/reward is favourable, we try to buy a lot of these businesses. The result is portfolios with fewer positions and less turnover.

TD Asset Management Inc. (TDAM) is a leading asset manager in Canada with an expanding global presence. We offer an extensive suite of innovative solutions designed to provide better risk-adjusted returns and have a long track record of helping investors reach their investment goals. We have been in business for more than three decades, and over that time the investment landscape, investor needs, and our range of offerings have all evolved. What has remained consistent is our focus on quality, our risk management discipline, and our commitment to our clients. TDAM manages assets on behalf of about 3 million retail investors and offers a broadly diversified suite of investment solutions including mutual funds, exchange-traded funds and professionally managed portfolios. Collectively, TDAM manages C$532 billion in assets as of March 31, 2026.

Chartwell Retirement Residences is a leader in the Canadian retirement living industry. As one of the largest owners and operators of seniors housing in the country, we have over 170 retirement residences across Ontario, Quebec, Alberta and British Columbia. Our guiding purpose is Making People’s Lives BETTER. We put that commitment into practice each day by providing a happier, healthier and more rewarding experience for our residents, their families and our employees.

Continuum is Canada's AI-powered client intelligence platform, purpose-built for independent financial advisors. It captures every client conversation, connects to your existing tools, builds evolving client profiles, and helps firms deliver the kind of personalized service that turns clients into advocates—with Canadian compliance built in from the ground up.

HomeEquity Bank, a Schedule 1 Canadian Bank, has been the leading provider of reverse mortgages in Canada for more than 37 years. They are also the main underwriter of reverse mortgages in Canada. Their head office is located in Toronto.

HomeEquity Bank is the only financial institution exclusively dedicated to providing financial solutions for Canadian homeowners 55+ to help them live a fulfilling, stress-free retirement.

Through its flagship CHIP Reverse Mortgage product, along with CHIP Max, CHIP Open, Income Advantage, and HomeBridge, Canadian homeowners can access the equity in their homes to meet their financial needs in retirement. Common financial planning uses for CHIP include generating retirement income, funding long-term care for a spouse, generating supplemental income, living inheritance, debt optimization, and purchasing a second property.

HomeEquity Bank has been owned by Ontario Teachers’ Pension Plan since July 2022.

Maximizer offers an AI-driven CRM platform designed for fast deployment. We invest in our clients and have worked with financial advisors to create an optimized CRM solution for them. We’ve helped 120,000+ global customers and 1 million users in our 35-year history to secure, retain, and maximize business through custom configurability and real-time insights.

Explore more at maximizer.com

New Outlook Wealth (NOW) is a Winnipeg-based financial advisory firm that has staked its reputation on delivering world-class Real Wealth Management™ to all Canadians by combining premium, white-glove investment counsel portfolio management (ICPM) with robust, comprehensive financial planning.

Founded in 2020, New Outlook Wealth ( www.newoutlook.ca ) advises on approximately $400M AUA with 10 different ICPM firms. With advisory teams in Winnipeg, Brandon, Esterhazy, Regina, and Montreal – NOW is growing its presence through recruitment of established advisory practices, liberating captive advisors, as well as through innovative M&A strategies.

NOW manages a highly curated shelf of 3rd party ICPM firms, who collectively manage over $40B of client investment assets in Canada; these include: Cardinal Capital (Winnipeg), Kinsted Wealth (Calgary), Louisbourg (Moncton), Gold Investment (Edmonton), Dixon Mitchell (Vancouver), Lionridge (Winnipeg), and Palos Wealth (Montreal).

NOW is a non-registrant planning firm, leveraging the referral arrangement regulatory model, which is based on a collaborative co-management model in which an accredited financial planner and/or Real Wealth Manager™ and a licensed portfolio manager work in tandem to service client’s full wealth management needs.

Fundata offers mutual fund, ETF and stock information through a suite of highly customizable products and services for mutual fund companies, back-office, investment brokerages, financial advisors, data vendors and retail investors.

At Bold Wealth, we believe the best financial planners shouldn't have to choose between running a great business and serving their clients well. That's why we built a platform designed to take the operational weight off their shoulders, so they can focus on what matters most: building trust and lasting relationships.

We empower financial planners with an all-in-one solution that combines powerful technology, pension-style investment management, and white-glove service, all under one roof. Our approach is rooted in the belief that institutional-grade investment management shouldn't be reserved for the ultra-wealthy — it should be the standard every client receives.

From streamlined back-office tools to sophisticated portfolio management, Bold Wealth gives advisors the infrastructure of a large firm with the feel of a dedicated partner. We handle the complexity so planners can show up for their clients with clarity, confidence, and more time to grow their practice.

Whether you're an established advisor looking to scale or just building your book from the ground up, Bold Wealth is the partner built for your ambition.

Ready to do your best work? Visit us at boldwealth.ca .

Founded 28 years ago, CANFIN began providing comprehensive, integrated wealth management services to businesses and their employees, professionals, and individuals. Services include creating wealth, distributing wealth, managing, and preserving wealth. We ensure that success in each area integrates with systematic harmony. Coordinated with our team of professional analysts, asset managers, and tax specialists, our credentialed advisors develop custom-tailored solutions based on each client’s unique circumstance. Whether our advisors are portfolio managers, financial planners, or product specialists, we ensure that clients will always experience our full-service wealth solutions on our WM360º Platform. Please visit our website www.CANFIN.COM to learn more.

Canoe Financial is one of Canada’s fastest growing independent mutual fund companies managing over $23 billion in assets across a diversified range of award-winning investment solutions. Founded in 2008, Canoe Financial is an employee-owned investment management firm focused on building financial wealth for Canadians. Canoe Financial has a significant presence across Canada, including offices in Calgary, Toronto and Montreal.

Care Lending Group offers innovative lending solutions for Financial Advisors. Our Financial Advisor lending program, was created for independent agents and financial planners interested in scaling their practice, allowing them to expand capacity while managing cash flow to ensure sustainable growth. We meet clients needs through: acquisition financing, succession planning, partnership buy-ins & buy-outs, leasehold improvements, equity takeouts and more.

CMI Financial Group (CMI) is a fully integrated alternative mortgage lending and investment company, offering end-to-end private mortgage services for mortgage brokers and investors through its four interrelated businesses: CMI Canadian Mortgages Inc., CMI Mortgage Investments, CMI MIC Funds, and CMI Mortgage Servicing. As an award-winning industry leader and one of Canada’s fastest-growing companies, CMI has funded nearly $3 billion in mortgages and manages nearly $1 billion in assets. CMI helps investors achieve competitive fixed-income returns by offering high-quality, real estate-backed mortgage investment solutions tailored to their investment objectives and risk tolerance.

Founded in 1994, Equisoft is a global provider of advanced insurance and investment digital solutions. Recognized as a valued partner by over 250 of the world’s leading financial institutions in 16 countries, Equisoft offers innovative front-end applications, extensive back-office services and unique data migration expertise. The firm’s flagship products include a SaaS policy administration solution, CRM, financial needs analysis, financial planning, asset allocation, fund and portfolio analysis, quotes and illustrations, electronic application, agency management systems, as well as customer, agent and broker portals. Equisoft is also Oracle’s largest and most experienced partner for the OIPA platform. With its business-driven approach, deep industry knowledge, innovative technology, and more than 700 experts based in Canada, USA, UK, Chile, Colombia, South Africa, India and Australia, Equisoft helps its clients tackle any challenge in this era of digital disruption. For more information about our products and services, please visit our website .

Founded in 2015, Equiton is a recognized leader in private equity investments. Our exponential growth is a direct outcome of our leadership team understanding how the industry works and how to create long-term wealth through real estate investing. We partner with advisors to offer easy access to all types of investment grade real estate through our proven, high-performing investment solutions that provide a variety of benefits including cash flow and capital appreciation.

Finfluent is a digital financial advice and growth platform—built to deliver actionable advice to the mass market while driving measurable revenue for enterprise partners. Finfluent was built to make personalized, actionable financial advice accessible to everyone. It delivers scalable, holistic guidance that helps people strengthen their financial foundations, start on the right path, and act with confidence. Finfluent provides timely, expert learning exactly when it’s needed, turning understanding into action. In just minutes, users gain the clarity and motivation to move forward fast, intuitively, and on their own terms.

Personalized Guidance
Built on real financial data, guiding users to make meaningful progress—no matter how small the starting point.

Action Focused
Directs limited resources where they’ll make the biggest difference—optimizing cash flow, minimizing costs, and super-charging financial progress.

Seamless Integration and Revenue Generation
Fully customizable to align with your brand, products, and workflows—seamlessly linking users from insight to action and turning engagement into measurable revenue.

When someone passes away, families are often left scrambling — sifting through filing cabinets, chasing institutions, and trying to piece together a financial picture nobody thought to document. Heritage Vault was built to fix that. We give people one secure place to store everything that matters: bank accounts, insurance policies, property documents, digital logins, and final wishes — all organised, protected, and ready to pass on to the right people at the right time. For financial advisors and wealth managers, that means fewer estate headaches for clients and a tangible, lasting benefit you can offer from day one.

Users securely store data across 13 categories — including financial assets, ownership documents, digital accounts, and beneficiary details. Our proprietary Confidant Mechanism allows trusted individuals, appointed by the vault owner, to be granted controlled vault access under pre-agreed conditions, ensuring privacy is never compromised. The platform uses bank-level 256-bit encryption at rest, HTTPS in transit, and multi-factor authentication throughout.

By integrating Heritage Vault as a client benefit, financial services firms can differentiate their offering, strengthen trust, and reduce the friction of estate administration. With global reach and a straightforward affiliate programme, partnering with Heritage Vault is a natural extension of any advisor’s commitment to holistic financial planning.

Home Trust is Canada’s largest independent trust company, proudly serving Canadians since 1987. Home Trust offers a wide range of financial services including: deposits, residential mortgages, commercial mortgages and Visa* cards. Deposits are also offered through Home Bank, a wholly owned subsidiary of Home Trust Company. Home Trust is a wholly owned subsidiary of Home Capital Group Inc., a public company that trades on the Toronto Stock Exchange (TSX) under the symbol HCG. Home Trust’s head office is located in Toronto, with branch offices in Vancouver, Calgary, Montreal, Halifax and Winnipeg.

Our Guaranteed Investment Certificates (GIC) provide security for your investment, as well as a fixed rate of return. We offer a range of GICs for both personal and commercial needs, offering you a safe way to deposit your money with consistently high rates of interest and a variety of investment terms.

For additional peace of mind, Home Trust Company and Home Bank GICs are eligible for the Canada Deposit Insurance Corporation (CDIC) coverage, up to applicable limits.

Marsh is the world’s leading insurance broker and risk adviser. With over 35,000 colleagues operating in more than 130 countries, Marsh serves commercial and individual clients with data driven risk solutions and advisory services. Marsh Canada Limited has approximately 1,200 employees and offices in 13 cities across Canada. Marsh is a wholly owned subsidiary of Marsh & McLennan Companies (NYSE: MMC), the leading global professional services firm in the areas of risk, strategy and people. With annual revenue over US$15 billion and 75,000 colleagues worldwide, MMC helps clients navigate an increasingly dynamic and complex environment through four market-leading firms: Marsh, Guy Carpenter, Mercer, and Oliver Wyman. Follow Marsh on Twitter @MarshGlobal; LinkedIn; Facebook; and YouTube, or subscribe to BRINK.

OFX grew from the idea that there had to be a better, fairer way to move money around the world.

That was over 25 years ago, and since then, over 1 million customers have trusted OFX with transfers in over 50 currencies to 127 countries.

OFX doesn’t just offer great rates. OFX believes real help from real people counts. That’s why their clients get the best of both worlds — a seamless digital platform, combined with 24/7 phone access to currency experts.

When it comes to moving money, peace of mind is important. OFX is monitored by over 50 regulators globally and works within a network of carefully selected banking partners.

So, whether you’re sending money to friends and family abroad, or doing business across borders, OFX can get your money where it needs to go. Fast, simple, secure.

Founded in 1996, RFA (Realty Financial Advisors), is a Canadian-owned real estate investment firm grounded in the Commercial and Asset Management segments. RFA and its investment partners are active participants in a wide array of real estate focused portfolios, including debt financing transactions, REITs, retirement homes, and direct investments in office, retail, industrial and multifamily residential properties. Combined, the RFA group of companies have over $65 Billion in assets under management and an additional $25+ Billion in assets under administration.

In 2018, RFA expanded into the residential lending market with the goal of becoming a top broker channel lender. In 2019, RFA accelerated its growth plans through the acquisition of Street Capital Bank, a Schedule A bank, and now holds a presence in both the Prime and Alternative lending segments. RFA is based in Toronto, with an additional office in Calgary.

RFA Bank is part of RFA Capital Holdings Inc., a Canadian privately held Ontario corporation managed by RFA Capital Inc.

Along with its real estate holdings, RFA Bank offers a quality suite of GIC products accessed through CANNEX by contracted nominee dealers and is a member of the Canadian Deposit Insurance Corporation (CDIC), providing federal deposit insurance protection for their GIC’s of up to applicable limits.

For more information on RFA Bank, please visit: https://www.rfa.ca

For more information on CDIC, please visit: https://www.cdic.ca/ .

Santander Consumer Bank (SCB) has been a licensed Schedule II Bank in Canada since March 2025. On the credit side, SCB has been doing business in Canada since 2015 specializing in auto finance and is part of Banco Santander’s Digital Consumer Bank, which encompasses the auto finance and consumer lending activity of the group in 26 countries worldwide.

After obtaining its banking license, Santander Consumer Bank launched its GIC deposit taking arm in the Canadian Investment Dealer (CIRO) channel in November 2025. We offer non-redeemable GICs in Nominee name on the Cannex Financial network, 1 year to 5 year terms, with full CDIC coverage.

For more information, please visit www.santanderconsumer.ca .

Sterling Mutuals Inc. was founded in 1996 and has grown to be one of Canada's premier independent dealers with over 300 advisors and support staff, and Sterling is registered in every Canadian jurisdiction. We offer a wide assortment of non-proprietary financial products and solutions that permit our network of independent financial advisors to provide best-in-class products, services and advice to their clients. Using our innovative technologies combined with the professional support from our team, our advisors excel and focus on what they do best: providing unbiased and exceptional financial advice to clients. By striving to maintain the highest business standards and conduct through the promotion of best practices, Sterling Mutuals Inc. is committed to service excellence and customer satisfaction.

For more information, please contact Rocky Ieraci - Vice President, Marketing and Business Development at 1-800-354-4956 Ext. 2275 or by email: JoinUs@sterlingmutuals.com

Swiss Re Corporate Solutions provides risk transfer solutions to large and mid-sized corporations around the world. Its innovative, highly customized products and standard insurance covers help to make businesses more resilient, while its industry-leading claims service provides additional peace of mind. Swiss Re Corporate Solutions serves clients from over 50 offices worldwide and is backed by the financial strength of the Swiss Re Group.

Insurance products underwritten by Westport Insurance Corporation, Kansas City, Missouri, a member and Westport Insurance Corporation - Canadian Branch, Toronto, Ontario, a member of Swiss Re Corporate Solutions. Visit corporatesolutions.swissre.com or follow us on LinkedIn and Twitter @SwissRe_CS.