Déclarations relatives à l’appariement des gestionnaires de fonds
|
Société |
Date du dépôt |
Date de la déclaration |
Signataire |
Personne-ressource |
| Acker Finley Asset Management Inc. | 27/09/2007 |
Undated
Reconfirmed 17/07/2013 |
Marian Buklis, Chief Compliance Officer | (416) 777-9636 |
| Addenda Capital Inc. | 04/10/2013 | 02/10/2013, reconfirmed 05/11/2019 | Roger J. Beauchemin, Chief Operating Officer & Chief Financial Officer | (514) 287-7373 |
| AIM Advisors, Inc. | 02/10/2007 | 28/09/2007 | Todd L. Spillane, Chief Compliance Officer | |
| AIMCapital Management, Inc. | 02/10/2007 | 28/09/2007 | Todd L. Spillane, Chief Compliance Officer | |
| AIM Trimark Investments | 27/09/2007 | 21/09/2007 | Graham Anderson, SVP Investment Operations | (416) 324-6190 |
| Applied Research – Conseil en Investissements Corp. | 14/01/2018 | 02/10/2017 | Mark Lin, Senior Partner, Chief Investment Officer | (514) 907-9473 ext. 203 |
| Association de bienfaisance et de retraite des policiers et policières de la Ville de Montréal | 31/10/2007 | 31/10/2007 | Louis Monette, President and General Manager | (514) 527-8061 |
| Avenue Investment Management Inc. | 28/09/2007 |
Undated
Reconfirmed 25/11/2013 |
Bill Harris, Vice President | (416) 482-2004 |
| Baker Gilmore & Associés Inc. | 21/09/2016 | 20/09/2016 | Jeremy Velocci, Chief Compliance Officer | (514) 287-0110 |
| Barometer Capital Management Inc. | 26/11/2013 | 23/07/2007 | Gregory Guichon, Chairman | (416) 601-1683 |
| Batterymarch Financial Management, Inc. | 22/10/2007 | Undated | Ken Slovin, Director of Operations | (617) 266-8300 |
| BCV Asset Management inc. | 09/01/2017 | Undated | Tony Demarin, President | (204)-284-2583 |
| Beutel Goodman & Company | 27/09/2007 | 09/2007 | William Ashby, President | (416) 932-6426 |
| BIMCOR Inc. | 27/09/2007 | 20/09/2007 | Brian Kouri, Vice President, Finance & Administration | (514) 394-4738 |
| Blair Franklin Asset Management Inc. | 27/09/2013 | 26/09/2013 | Lindsay Quinn, Chief Financial Officer | |
| Bloom Investment Counsel, Inc. | 01/11/2007 |
Undated
Reconfirmed 22/07/2013, 05/11/2019 |
M. Paul Bloom, President | (416) 861-9941 |
| Blumont Capital Corporation | 27/09/2007 | 12/09/2007 | Donna Beasant, VP Operations | (416) 216-3566 |
| BMO Asset Management Inc. | 09/01/2014 | 06/01/2014 | Rajiv Silgardo, Chief Executive Officer | (416) 359-5032 |
| BMO Harris Investment Management Inc. | 13/09/2007 | 10/09/2007 | Andrew Paul Taylor, Senior Vice President & Chief Investment Officer | (416) 359-7161 |
| Brandes Investment Partners, LP | 18/11/2019 | 15/11/2019 | Bonnie Acar, Director of Trading | (858) 523-3337 |
| British Columbia Investment Management Corporation (bcIMC) | 20/11/2019 | 08/11/2019 | Bandhna Mamak, Senior Director, Trade Management | (778) 410-7218 |
| Bull Capital Management Inc. | 07/10/2010 | 06/10/2010 | James A. Bull, Chief Executive Officer and President | Gisele Huntley (416) 250 9400 ext 262 |
| Burkett Asset Management Limited | 12/01/2016 | 29/12/2015, reconfirmed 05/11/2019 | Kevin Burkett, Chief Compliance Officer | (250) 370-0667 |
| Caisse centrale Desjardins | 13/05/2009 | Undated | Alain Leprohon, Vice-president Finance, Control and Compliance | Alain Leprohon (514) 281-7106 |
| Canadian Direct Insurance Incorporated | 21/12/2007 |
Undated
Reconfirmed 07/08/2013 |
Brian J. Young, President & Chief Executive Officer | (604) 699-3648 |
| Capital Guardian Trust Co./ Capital International Incorporated | 03/10/2007 |
28/09/2007
Reconfirmed 16/09/2013, 05/11/2019 |
Michael A. Burik, Senior Vice President | (949) 975- 5738 |
| Cardinal Capital Management, Inc. | 28/11/2013 | Undated | Graham Robson, Vice-President, General Counsel and Chief Compliance Officer | (204) 594-1107 |
| Cassels Investment Management Inc. | 27/09/2007 |
20/09/2007
Reconfirmed 13/09/2013 |
Liis Palmer, Vice President | (416) 597-1369 |
| Central 1 Credit Union | 27/09/2007 |
Undated
Reconfirmed 25/09/2013 |
Clayten Tylor, Senior Administrator, Registered Plans | (604) 730-5196 |
| Certus Wealth Management Inc. | 15/11/2007 |
Undated
Reconfirmed 02/12/2013 |
Dietlinde Frey, Chief Compliance Officer | Dietlinde Frey (416) 595-9191 |
| CI Investments Inc. | 05/10/2007 | Undated | Peter W. Anderson, Chief Executive Officer | CI Compliance Department (416) 364-1145 |
| Gestion d’actifs CIBC Inc. | 18/12/2015 | Undated, reconfirmed 05/11/2019 | Patrick Thillou, Vice-président, Placements structurés et négociations | |
| Citibank Canada | 03/10/2007 | 30/09/2007 | Jack Hoffman, Chief Operations Officer | (416) 946-6640 |
| Connor, Clark & Lunn Investment Management Ltd. | 13/02/2016 | 18/06/2015 | Derrick Crowe, Chief Compliance Officer | (604) 685-2020 |
| Connor, Clark & Lunn Private Capital Ltd. | 08/10/2013 | 13/09/2013 | Corey MacEachern, Chief Compliance Officer | (416) 214-6325 |
| COTE 100 Inc. (in French only) | 06/09/2007 | 31/08/2007 | Philippe Le Blanc, President | |
| Covista Capital Corp. | 19/01/2016 | 01/07/2015 | Spencer MacCosham, President |
|
| Cowan Asset Management Ltd. | 29/07/2014 | 29/07/2014 | Michael Kosmalski, President | (844) 334-3323 |
| CPP Investment Board | 27/09/2007 | Undated | Benita Warmbold, Chief Operating Officer | 416.868.8643 |
| Credit Union Central of Manitoba | 03/01/2014 | Undated | Barrie Davidson, Senior Vice President, Finance & Chief Risk Officer | (204) 985-4818 |
| Credit Union Central of Saskatchewan | 02/10/2007 |
22/08/2012
Reconfirmed 25/09/2013 |
Sheri Lucas, CFO/Executive Vice President, Finance | (604) 730-5196 |
| Creststreet Asset Management Limited | 13/09/2007 | Undated | Donna Shea, VP, Finance & Chief Financial Officer | |
| Cypress Capital Management Ltd. | 30/11/2013 | Undated | Dean Alexander, Director | (604) 659-1870 |
| Davis-Rea Ltd. | 23/11/2013 | 04/04/2012, reconfirmed 05/11/2019 | P. Zachary Curry, Chief Compliance Officer | (416) 324-2210 |
| De Luca Veale Investment Counsel Inc. | 22/07/2013 | 22/07/2013 | Jonathan Veale, President | (250) 890-2000 |
| Desjardins Global Asset Management Inc. | 18/11/2016 | 17/11/2016 | Nicolas Richard, Chief Operating Officer | |
| Desjardins Trust | 28/09/2007 | 19/09/2007 | François Gagnon, Executive Vice President Custody Services | |
| Deutsche Asset Management Canada Limited | 11/27/2013 | 11/27/2013 | Un Sil Hwang, Chief Compliance Officer | (212) 250-3399 |
| Deutsche Investment Management Americas, Inc. | 11/27/2013 | 11/27/2013 | Un Sil Hwang, Chief Compliance Officer | (212) 250-3399 |
| Doherty & Associates Ltd. | 29/09/2007 | 10/09/2007, reconfirmed 25/11/2013, 05/11/2019 | Ian S. Sterling, President | (613) 238-6727 |
| EL Investment Management | 29/09/2007 | 29/08/2007 | Deborah Frame, Chief Investment Officer | 1 877-548-1881 |
| Fidelity Management & Research Company | 03/10/2007 | Undated | Kimberley Monasterio, Assistant Treasurer | |
| Fiducie Globale des Régimes de retraite de la Société de transport de Montréal | 29/09/2007 | 27/09/2007 | Claude Caty, Chief Investment Officer | (514) 280-5165 |
| Fiduciary Trust Company of Canada | 27/09/2007 |
Undated
Reconfirmed 20/09/2013 |
Tom Junkin, Senior Vice President | (416) 957-6010 |
| Fiera YMG Capital Inc. | 28/09/2007 | 26/09/2007 | Luc Sarrazin, Vice President and Chief Financial Officer | (514) 954-3307 |
| Financière des professionnels – Gestion Privée/ Professionals’ Financial – Private Management Inc. | 14/01/2018 | 29/11/2017 | André Sirard, President & chef de la direction | (514) 350-5169 |
| Fondation Lucie et André Chagnon | 30/11/2007 | 21/11/2007 | Guy Brochu, Senior Vice President and Chief Financial Officer | (514) 380-2001, ext. 1083 |
| Foyston, Gordon & Payne Inc. | 22/11/2019 | Undated | Garvin Deokiesingh, Chief Operating Officer and Chief Compliance Officer | (416) 848-1930 |
| Franklin Templeton Investments Corp. | 01/05/2012 |
Undated
Reconfirmed 20/09/2013 |
Don F. Reed, President & CEO | (416) 957-6010 |
| Generation Portfolio Management Corp. | 04/12/2018 | Undated | Randall Abramson, CEO | (416) 956-9615 |
| Global Alpha Capital Management Ltd. | 08/07/2010 |
29/07/2008
Reconfirmed 16/09/2013 |
Robert Beauregard, Director | (514) 490-2788 |
| Goodreid Investment Counsel Corp. | 05/11/2019 | 05/11/2019 | Gordon A. Reid, President & CEO | (416) 364-0890 |
| Greystone Managed Investments Inc. | 13/01/2015 | 12/01/2015 | Jacqueline Hatherly, Chief Compliance Officer & Senior Legal Counsel | (306) 779-6491 |
| Guardian Capital Advisors LP | 29/09/2007 |
18/09/2007
Reconfirmed 17/07/2013 |
Darryl Workman, Vice President Administration | (416) 947-4096 |
| Guardian Capital LP | 19/09/2007 |
18/09/2007
Reconfirmed 17/07/2013 |
C. Verner Christensen, Senior Vice-President, Compliance & Secretary | (416) 947-3708 |
| GWL Investment Management Ltd. | 27/09/2007 | Undated | John Smith, President & Chief Compliance Officer | |
| Hanover Private Client Corporation | 28/09/2007 |
26/09/2007
Reconfirmed 13/09/2013, 05/11/2019 |
Thomas J. Trainor, Managing Director | (416) 594-3222 |
| Hesperian Capital Management Ltd. | 28/09/2007 |
10/2010
Reconfirmed 06/08/2013 |
Craig Millar, Chief Investment Officer | (403) 531-1403 |
| Highstreet Asset Management Inc. | 01/06/2012 | 01/06/2012 | Ben Legge, President | (519) 963-8293 |
| HIM Monegy, Inc. | 19/09/2007 | 10/09/2007 | Sadhana Valia, President | (416) 359-7161 |
| Healthcare of Ontario Pension Plan | 17/09/2013 | 17/09/2013, reconfirmed 05/11/2019 | Barbara Thomson, SVP Finance & Chief Financial Officer | (416) 369-9212 |
| HSBC Global Asset Management (Canada) Limited | 07/03/2017 | Undated, reconfirmed 05/11/2019 | Brian Bealle, Chief Operating Officer & Jim Huggan, Chief Investment Officer | |
| Hydro-Québec as trustee of la Caisse de retraite d’Hydro-Québec | 31/10/2007 | 20/09/2007 | Daniel Garant, Executive Vice President, Finance and Chief Financial Officer | |
| Independent Accountants’ Investment Counsel Inc. | 29/11/2013 | Undated | Joel Baker, Chief Compliance Officer | (519) 291-2817 |
| Industrial Alliance Insurance and Financial Services Inc. |
02/10/2007 | 25/09/2007 | Yvon Côté, Chairman of the Board and Chief Executive Officer | Edith Roy (418) 604-5000 ext. 5012 |
| Industrial Alliance Investment Management Inc. | 02/10/2007 | 25/09/2007 | Yvon Côté, Chairman of the Board and Chief Executive Officer | Edith Roy (418) 604-5000 ext. 5012 |
| Inhance Investment Management Inc. | 01/10/2007 | 28/09/2007 | Lynn Shook, SVP Operations & Human Resources | (604) 975-3303 |
| Intact Investment Management Inc. | 05/11/2019 | Undated | Werner Muehlemann, Senior Vice-President and Managing Director, Intact Investment Management | (514) 350-8541 |
| IPSOL Capital Inc. | 05/01/2015 | 27/12/2014 | Jacques Lussier, Président et chef des investissements | (514) 842-2225 |
| Jarislowsky, Fraser Limited | 12/11/2007 |
Undated
Reconfirmed 13/09/2013 |
Stephen A. Jarislowsky, Chairman & CEO | (514) 842-2727 |
| Jory Capital Inc. | 19/09/2007 | 07/09/2007 | Patrick M. Cooney, Chairman, CEO & President | (204) 925-5219 |
| Lawrence Asset Management Inc. | 04/07/2008 | Undated | Grant McCutcheon, V.P. & Secretary | |
| Les Associes Morningstar | 8/1/2019, reconfirmed 06/11/2019 | Undated | Scott Mackenzie, President & CEO | (416) 484-7008 |
| Level 3 Investment Management Inc. | 05/09/2017 | 31/08/2017 | Paul Campbell, Chief Executive Officer & Managing Partner | 416-471-2891 |
| Lighthouse Private Client Corporation | 27/09/2007 | Undated | Jessica Thomas, Chief Compliance Officer | (519) 963-6200 |
| Lincluden Investment Management Limited | 26/11/2013 | Undated | C. Lynn Eplett, Vice President and Chief Compliance Officer | (905)-825-2227 |
| Longview Asset Management Ltd. | 11/24/2011 | 11/24/2011 | R.B. Matthews, Chief Compliance Officer | (416) 947-1144 |
| Mackenzie Investments | 02/18/2022 | 02/18/2022 | Gurmeet Jolly, SVP Asset Management Operations & Corporate Services | (416) 355-2511 |
| Macquarie Capital Markets Canada Ltd. | 11/12/2007 |
10/12/2007
Reconfirmed 18/09/2013 |
Chris Salapoutis, Chief Operating Officer | (416) 848-3582 |
| Majestic Gestion d’Actifs | 31/01/2018 | 11/09/2016 | Denis Paquette, co-CEO and Chief Operating Officer; David Bilodeau, co-CEO and Chief Investment Officer | (514) 281-4099 x153 |
| Manulife Asset Management Accord (2015) Inc. | 22/04/2015 | 22/04/2015 | Michael Evans, Chief Operating Officer | (514) 499-2734 |
| Matco Financial Inc. | 04/08/2021 | Undated | Jason Vincent, President & Chief Operating Officer | 403-718-2128 |
| Matrix Funds Management | 23/11/2013 | Undated | David Balsdon, Chief Compliance Officer & Secretary-Treasurer | Raluca Sarbu (416) 365-4079 |
| Mawer Investment Management Ltd. | 19/09/2007 | 07/09/2007 | Donna J. Mack, Chief Compliance Officer | (403) 770-1270 |
| MFC Global Investment Management (Canada) – A Division of Elliott & Page Limited | 29/09/2007 | 26/09/2007 | Kevin Adolphe, President | Hasan Khan (416) 926-5914 |
| Mirador Corp. | 20/11/2012 | Undated | Stan Clarke, President | (403) 718-0125 |
| Montrusco Bolton Investments Inc. | 24/09/2013, reconfirmed 06/11/2019 | 24/09/2013 | Benoît Bourdages, VP Operations | |
| Morgan Meighen & Associates Limited | 30/11/2013 | 29/11/2013 | Vanessa L. Morgan, President | (416) 366-2931 ext.227 |
| Mulvihill Capital Management Inc. | 29/09/2007 | Undated | John P. Mulvihill, President & CEO | (416) 681-3955 |
| Natcan Trust Company | 04/10/2007 | 24/09/2007 | Pierre Paul Cournoyer, Vice President Operations | (514) 868-5457 |
| National Bank Trust | 27/09/2007 | 24/09/2007 | Pierre Paul Cournoyer, Vice President Operations | (514) 868-5457 |
| NBC Alternative Investments Inc. | 25/03/2008 | Undated | Nathalie Jasmin, Chief Operating Officer | (514) 394-7564 |
| NCM Asset Management Ltd. | 07/11/2019 | Undated | Alexander Sasso, Chief Executive Officer | (403) 531-1403 |
| Newhaven Asset Management Inc. | 27/09/2007 | 20/09/2007 | Stephen T. Moore, Managing Director | (416) 815-2278 |
| NexGen Financial Limited Partnership | 23/11/2013 | 27/08/2012 | Abhishek Goenka, Senior Vice President, Chief Financial Officer & Chief Operating Officer | Abhishek Goenka (416) 775-3723 |
| NS Partners Ltd. | 08/10/2013 | 01/11/2012 | Anna Kirk, Chief Compliance Officer | 011-44-203-535-8100 |
| OppenheimerFunds, Inc. | 23/01/2008 |
11/2007
Reconfirmed 25/11/2013 |
Mark Vandehey, Chief Compliance Officer | (212) 323-5219 (303) 768-2826 |
| OMERS Administration Corporation | 28/09/2007 | Undated | Jenny Tsouvalis, Vice President, Investment Operations and Applications | (416)-947-7201 |
| OppenheimerFunds, Inc. | 23/01/2008 |
11/2007
Reconfirmed 25/11/2013 |
Mark Vandehey, Chief Compliance Officer | (212) 323-5219 (303) 768-2826 |
| Optimum Asset Management Inc. | 28/09/2007 | 26/09/2007 | Claude Lamonde, President | (514) 288-7545 ext. 612 |
| Palos Management Inc. | 13/03/2009 | 13/03/2009 | Charles O. Marleau, Dir. | (514) 397-0188 x880 |
| PanAgora Asset Management, Inc. | 28/09/2007 |
Undated
Reconfirmed 05/11/2019 |
Louis X. Iglesias, Chief Compliance Officer | (617)-439-6622 |
| PenderFund Capital Management Ltd. | 20/09/2012 | Undated | Kelvin Kwong, Chief Financial Officer | (604) 630-5448 |
| PCJ Investment Counsel Ltd. | 28/09/2007 |
27/06/2007
Reconfirmed 16/09/2013 |
Heiki Altosaar, Compliance Officer | (416)-955-9990 |
| Phillips, Hager & North Investment Management, a division of RBC Global Asset Management Inc. | 24/08/2007 | Undated | Heidi Johnston, Chief Financial Officer | (604) 408-6101 |
| Picton Mahoney Asset Management | 06/02/2015 | Undated, reconfirmed 05/11/2019 | Arthur Galloway, Director of Operations | (416) 955-4108 |
| Portland Investment Counsel Inc. | 18/09/2016 | Undated, reconfirmed 05/11/2019 | Christopher Wain-Lowe, Chief Investment Officer, Executive Vice President & Portfolio Manager | (905) 331-4250 x4689 |
| PSP Investments | 19/09/2013 | 19/09/2013 | John Valentini, Executive Vice President, Chief Financial Officer and Chief Operating Officer | (514) 925-5431 |
| Putnam Investments | 27/09/2007 | 24/09/2007 | Robert R. Leveille, Managing Director, Chief Compliance Officer | (617) 760-5098 |
| Pyramis Global Advisors, LLC | 02/10/2007 |
Undated
Reconfirmed 06/12/2013 |
Chip Russo, Treasurer | (416) 217-5710 |
| Radin Capital Partners Inc | 05/11/2019 | Undated | Brad Radin, Chief Executive Officer | (416) 929-6777 |
| Rae & Lipskie Investment Counsel Inc. | 29/11/2013 | 11/2013 | Brian E. Lipskie, President & Chief Operating Officer | (519) 578-6849 |
| RBC Global Asset Management Inc. | 15/11/2019 | Undated | Larry A. W. Neilsen, Chief Compliance Officer | (604) 408-6101 |
| RBC Insurance | 26/11/2013 | 26/11/2013 | John Young, Head Investments | (905) 606-1934 |
| Rival Capital Management Inc. | 06/06/2013 | 14/06/2012 | Antoni Warzel, President and CIO | Antoni Warzel (204) 992-6211 |
| RockLinc Investment Partners Inc. | 12/09/2017 | 12/09/2017, reconfirmed 05/11/2019 | Jonathan Wellum, Chief Compliance Officer | (905) 631-5462 Ext. 2 |
| Rondeau Capital Inc. | 04/06/2014 | Undated | G. Keith Graham, President | (416) 487-4444 |
| Royce & Associates, LLC | 24/10/2007 | 23/10/2007 | Daniel A. O’Byrne, Vice President | (212) 593-3473 |
| Scheer, Rowlett & Associates Investment Management Ltd. | 07/02/2012 |
02/02/2012
Reconfirmed 16/09/2013 |
Tim Bradshaw, Chief Compliance Officer | (416) 202-6676 |
| Scotia Cassels Investment Counsel Ltd. | 29/09/2007 | Undated | John T. Varao, President & CIO | (416) 933-3065 |
| SEAMARK Asset Management Ltd. | 12/06/2019 | Undated | Beste Alpargun, VP, Fixed Income | (902) 423-9462 |
| Seymour Investment Management Ltd. | 20/04/2010 |
Undated
Reconfirmed 25/11/2013 |
Carl Hoyt, President & CEO | (604) 659-1721 |
| Shaunessy Investment Counsel | 06/11/2007 | 01/09/2007 | Terence Shaunessy, President & Portfolio Manager | Mark Kryzan |
| Silver Heights Capital Management Inc. | 19/09/2018 | 19/09/2018, reconfirmed 07/11/2019 | Lung-Ming Lam, President | |
| Société de gestion privée des fonds FMOQ inc. | 24/12/2010 |
23/12/2010
Reconfirmed 25/11/2013 |
Jean-Pierre Tremblay, Vice President | (514)868-2088 |
| Sojecci II ltée | 30/11/2007 | 21/11/2007 | Guy Brochu, Senior Vice President and Chief Financial Officer | (514) 380-2001, ext. 1083 |
| Sojecci Alberta Ltd. | 30/11/2007 | 23/11/2007 | John Campbell, Director | (514) 380-2001, ext. 1083 |
| Soutterham Investments Limited | 10/12/2015 | 30/10/2015 | David D’Agostino, Chief Executive Officer | (416) 324-7493 |
| State Street Global Advisors, Ltd. | 24/07/2013 | 24/07/2013 | Peter Lindley, President and Head of Investments | (647) 775-7875 |
| T.I.P. Wealth Management Inc. | 24/03/2015 | 13/03/2014, reconfirmed 05/11/2019 | Jim Huang, President & Portfolio Manager | (416) 304-6814 |
| Tacita Capital Inc. | 13/02/2018 | 01/15/2018 | Michael E. Nairne, President & Chief Compliance Officer | (416) 640-6739 |
| TD Asset Management Inc. | 06/09/2007 | 23/08/2007 | Michael Thorfinnson, Chief Operating Officer and Chief Risk Officer | TD Asset Management Settlements (416) 307-9255 |
| The Equitable Life Insurance Company of Canada | 02/10/2007 | 20/09/2007 | C. Paul English, Senior Vice President, Investments | (519) 886-5110 x8119 |
| The Wawanesa Life Insurance Company | 27/09/2007 | Undated | Mary Nemeth, Vice-President & Chief Operating Officer | V. Mak (204) 985-5429 |
| The Wawanesa Mutual Insurance Company | 27/09/2007 | Undated | Paul Goodman, Vice-president & Comptroller | V. Mak (204) 985-5429 |
| Thornmark Asset Management Inc. | 02/10/2007 | 27/08/2007, reconfirmed 05/11/2019 | Paul Spagnolo, Chief Operating Officer | (416) 204-6220 |
| Timbercreek Investment Management Inc. | 05/11/2019 | Undated | Tim Fitzpatrick, Chief Compliance Officer | (416) 923-9967 |
| Toron Capital Markets Inc. | 03/10/2007 | Undated | Arthur Heinmaa, Managing Partner | (416) 645-8740 |
| Triumph Asset Management Inc. | 27/09/2007 | Undated | Bonnie Bloomberg, Chief Compliance Officer | (416) 366-1947 |
| TriVest Wealth Counsel Ltd. | 02/10/2013 | 01/10/2013 | Craig Stanford, President | (403) 536-6443 |
| UBS Investment Management Canada Inc. | 18/06/2015 | Undated | Elizabeth McCormick, Director; Shona Stone, Executive Director | (416) 345-7162 |
| USAA Mutual Funds Trust | 19/09/2007 |
Undated
Reconfirmed 25/11/2013 |
Ronald B. Sweet, VP Equity Investments | (210) 498-7578 AND (210) 498-7579 |
| Vancity Investment Management | 27/09/2007 | 20/09/2007 | Allan Pankratz, Vice President | (604) 871-5355 |
| Van Eck | 04/10/2007 | 22/09/2007 | Russell Brennan, Manager Portfolio Administration | (212) 293-2124 |
| Viking Capital Corp. | 02/10/2015 | 21/09/2015 | John Sartz, President & CIO | (416) 367-1630 |
| Webb Asset Management Canada, Inc. | 13/02/2008 | 12/02/2008 | Ken McCord, President & CEO | (416) 933-5746 |
| White Crane Capital Corp. | 19/06/2019 | Undated | Emil Khimji, President | (604) 416-7201 |
| Woodstone Capital Inc. | 19/09/2007 |
Undated
Reconfirmed 13/09/2013 |
Mahmood S. Ahamed, President | (604) 605-8303 |
| Wutherich & Company Investment Counsel Inc. | 27/09/2007 | 18/09/2007 | Wilfried Wutherich, President |
