2022 Partners

National Bank Independent Network (NBIN) began as one of the first clearing services for independent advisors in Canada. Today, we are Canada’s leading provider of custody, trade execution and brokerage solutions, all backed by the financial strength and ongoing support of National Bank of Canada.

Whether you are just starting out or have a well-established business, our goal is the same: to provide support and services that allow you to achieve your vision, your way. Ignite your entrepreneurial spirit, confident in the reliability and support of NBIN.

For more information, visit: https://www.nbin.ca/publicsite/index.html

More than 20,000 advisors across Canada choose Canada Life solutions for their clients. That’s a big deal. Which is why we’ve focused on offering sophisticated and modern investment solutions that meet your clients needs and the needs of your business.

At Canada Life, we’re invested: www.canadalifeinvest.com

For more information, visit: www.ipcc.ca

The Canadian Women’s Foundation is a national leader in the movement for gender equality in Canada. Through funding, research, advocacy, and knowledge sharing, the Foundation works to achieve

systemic change that includes all women. By supporting community programs, the Foundation empowers women and girls to move themselves out of violence, out of poverty, and into confidence and leadership.

Launched in 1991 to address a critical need for philanthropy focused on women, the Canadian Women’s Foundation is one of the largest women’s foundations in the world. With the support of donors, the Foundation has raised more than $100 million and funded over 1,950 programs across the country. These programs focus on addressing the root causes of the most critical issues, and helping women and girls who face the greatest barriers. This includes people who identify as trans, genderqueer, non-binary, and 2SLGBTQI+.

For more information, visit: canadianwomen.org.

We work to accelerate equity, diversity and inclusion in finance by amplifying diverse talent, building the industry’s equity literacy, and uniting firms to drive change on an industry-level. As a not-for-profit founded in 1995, our community has grown to 3,500 professional and student members, and our initiatives have impacted the careers of countless students and professionals across the country. Support our movement towards equity and diversity in finance by joining WCM at wcm.ca/join.

At MANDEVILLE, your interests always come first when we suggest solutions or investment approaches. We are dedicated to conducting business with the utmost transparency, professionalism and integrity. We are committed to creating and preserving your wealth.

For more information, visit: www.mandevilleinc.com

We are built differently.

There are a lot of reasons we have become one of the fastest-growing retail and institutional managers in Canada. And the strength of our parent company is just one.

Click here to learn more.

Sun Life Global Investments is a trade name of SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and Sun Life Financial Trust Inc., all of which are members of the Sun Life group of companies.

SLGI Asset Management Inc. is the investment manager of the Sun Life family of mutual funds; Sun Life Assurance Company of Canada is the issuer of guaranteed insurance contracts including Annuities, and Segregated Funds. Sun Life Financial Trust Inc. is the issuer of Guaranteed Investment Certificates.

For more information, visit: https://www.sunlifeglobalinvestments.com/en/

Emerge Canada launched in 2019 to bring Canadians actively managed innovation focused investment strategies so Canadians can be innovation investment leaders. Emerge currently offers ETF’s, Mutual Funds, and separate accounts through our sub-advisor, ARK Investment Management LLC in the Emerge ARK ETFs. How does our sub-advisory relationship work? ARK invest provides world-class innovation research and trading experience in technology. ARK provides daily investment recommendations for each of our 6 Emerge ARK ETFs.

For more information, visit: https://emergecm.ca/

For over three decades, Worldsource Wealth Management has been providing entrepreneurial investment advisors and financial organizations with expansive dealership services, sound governance and innovative solutions. With strength and integrity, we believe in supporting our employees, partners and clients at every level and empowering them to achieve their potential. 

For more information, visit: https://www.worldsourcewealth.com/homepage.html

Refinitiv provides wealth firms with seamless integration across front, middle, and back-office workflows that improve decision-making, deepen client engagement and optimize business performance. Our tools empower your financial advisors to be more informed, more efficient, and more engaged with their investor clients. 

For more information, visit: https://www.refinitiv.com/en/wealth-management-solutions

Founded in 1957, AGF Management Limited (AGF) is a diversified global asset management firm with retail, institutional, alternative and high-net-worth businesses. As an independent firm, we strive to help investors succeed by delivering excellence in investment management and providing an exceptional client experience.

Being an independent firm has allowed us to make strategic acquisitions that improve our client service experience and enable us to offer new and innovative products, while enhancing our research capabilities.

Our suite of diverse investment solutions extends globally to a wide range of clients, from individual investors and financial advisors to institutions, including pension plans, corporate plans, sovereign wealth funds, endowments and foundations.

For more information visit: www.AGF.com

Women in ETFs brings together people in the ETF industry across the globe to champion our goals of actively choosing equality, diversity, and inclusion. We are bold and fearless in our mission to develop and sponsor talent, recognize and honor the achievements of women in the industry, and invest in the ETF community.  

For more information, visit: womeninetfs.com 

We have a proud 110-year history of helping Canadian organizations thrive. Our 7,300+ partners and staff are located coast to coast and bring their expertise to provide quality services and products that help solve important problems. 

Our industry-focused professional services include audit and assurance, tax, deals and consulting targeting solutions for cybersecurity, privacy, financial crime, workforce of the future, finance transformation, value creation, strategic reassessment and cost optimization. We work as one firm to bring different perspectives and capabilities together to achieve what matters most. 

With offices in 155 countries and more than 284,000 people, we are among the leading professional services networks in the world. We deliver the best of our collective thinking, experience and solutions to build public trust and create value for our people, clients and communities. 

For more information, visit: https://www.pwc.com/ca/en.html

Edward Jones is a full-service financial brokerage with more than 850 financial advisors in Canadian communities from coast-to-coast. A member of the Investment Industry Regulatory Organization of Canada and the Canadian Investor Protection Fund, the firm is also a participating organization in the Toronto Stock Exchange.

For more information, visit: https://www.edwardjones.ca/

Advocis, The Financial Advisors Association of Canada, is the largest voluntary professional membership association of financial advisors in Canada, representing more than 17,000 member-clients and 40 Chapters across the country. Advocis provides a platform of knowledge, advocacy, community and protection, advancing the value and professionalism of financial advisors and planners in the best interest of the consumer. We offer professional designations, continuing education, industry-leading publications and membership in a chapter network with mentorship programs, study groups and practice development resources. 

For more information, visit: www.myadvocis.ca.