Brand Knowledge

Scotia Wealth Management, part of the Scotiabank group of companies, includes a suite of wealth management professionals providing a complete range of investment and wealth solution services to affluent individuals, entrepreneurs and families. Scotia Wealth Management comprises ScotiaMcLeod®, Private Investment Counsel, Private Banking, Scotiatrust®, Total Wealth Planning and other wealth solutions. To learn more about Scotia Wealth Management, please visit www.scotiawealthmanagement.com and follow us on LinkedIn at Scotia Wealth Management.

At Scotia Wealth Management, we recognize that significant wealth extends beyond traditional financial assets. Many individuals hold substantial investments in “passion assets” – notably fine art and collectibles – that require specialized knowledge to manage effectively.

Through our collaborative approach, we work alongside advisors, wealth professionals and external partners to address the complexities of art-secured lending, estate planning and philanthropic giving. By embedding these considerations into your overall financial strategy, we help preserve, monetize and transition collections in alignment with personal and family objectives.

Croesus has been providing wealth management solutions since 1987. Currently, more than 19,000 investment professionals use its solutions to manage $2 trillion in assets. Croesus offers an evolving platform that provides portfolio management, portfolio rebalancing and an API library.

About Sun Life

Sun Life is a leading international financial services organization providing asset management, wealth, insurance and health solutions to individual and institutional Clients. Sun Life has operations in a number of markets worldwide, including Canada, the U.S., the United Kingdom, Ireland, Hong Kong, the Philippines, Japan, Indonesia, India, China, Australia, Singapore, Vietnam, Malaysia and Bermuda. As of June 30, 2025, Sun Life had total assets under management of $1.54 trillion. For more information, please visit www.sunlife.com.

Sun Life Financial Inc. trades on the Toronto (TSX), New York (NYSE) and Philippine (PSE) stock exchanges under the ticker symbol SLF.

RBC iShares is a strategic alliance formed in 2019 between RBC Global Asset Management and BlackRock Canada. The RBC iShares alliance helps our clients by offering an unparalleled breadth of solutions, a commitment to exceptional service, and top investment expertise located around the world.

National Bank Investments Inc. (NBI) is a leading investment fund manager dedicated to providing an innovative range of investment solutions and services that empowers both retail and institutional investors to achieve their financial goals. We specialize in helping advisors build resilient portfolios for their investors through a full range of investment solutions: mutual funds and exchange-traded funds, asset allocation solutions, managed portfolios, private investments, sustainable investments, and a high-net-worth program. Our open architecture structure enables us to collaborate with leading global portfolio management firms, selecting only the best investment talent to support our clients’ needs.

At NBI, innovation and leadership are at the heart of everything we do, driving us to deliver strong investment outcomes to investors and advisors. We combine human expertise and technology to deliver optimal investment strategies while continuously enhancing our open architecture structure. We leverage our influential leadership to mobilize our partners, clients, the financial community and regulators, accelerating the transition toward more sustainable finance.

Founded in 2015, Equiton is a recognized leader in private real estate asset management and development, providing clients with access to institutional-grade private real estate investments designed to deliver tax-efficient income, while prioritizing stability and the pursuit of long-term returns with less volatility than public market securities.

With over $1.6 billion in assets under management, our proven high-performing investment solutions generate a variety of investor benefits including stable monthly cash flows and the potential for capital appreciation through an active portfolio management approach.

Equiton’s success is driven by a seasoned leadership team with deep expertise in Canadian real estate, a disciplined approach to governance, and an unmatched commitment to transparency. Today, more than 17,000 investors trust Equiton to help grow and preserve their wealth through all market cycles.

Russell Investments is a leading global investment solutions partner providing a wide range of investment capabilities to institutional investors, financial intermediaries, and individual investors around the world. Since 1936, Russell Investments has been building a legacy of continuous innovation to deliver exceptional value to clients, working every day to improve people’s financial security. The firm has $478 billion in assets under management (as of 3/31/25) for clients in 30 countries. Headquartered in Seattle, Washington, Russell Investments has offices in 17 cities around the world.

For more information, please visit www.russellinvestments.com/ca.

RPIA is a specialized fixed income manager with expertise in actively managing corporate bond portfolios to add value for investors. Based in Toronto, RPIA has over 120 employees, including investment and risk management professionals who are responsible for managing our 13 credit strategies. More than 15 years since our founding, we manage over $19 billion for a broad investor base of institutions, private clients, and investment advisors. RPIA is independent and privately owned, and principals and employees both have over $250 million invested alongside our clients.

Skyline Wealth Management Inc. (“Skyline Wealth”) is a boutique investment dealer offering a shelf of privately owned and managed alternative investment products. We provide access to investments that are generally de-correlated from the public markets and are driven by the underlying asset value. By only offering private alternative investments, Skyline Wealth has provided investors with historically stable investment performance while realizing potential tax-efficiency.

Skyline’s Alternative Private Investments; An Investment Your Client Will Thank You For.

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 more than $3 billion in mortgages and over $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.

CIBC Asset Management is the asset management subsidiary of CIBC. We provide a wide range of high-quality investment management services and solutions to retail and institutional investors. Our offerings include: a comprehensive platform of mutual funds, strategic managed portfolio solutions, discretionary investment management services for high-net-worth individuals, and institutional portfolio management.

At CIBC Asset Management, we believe that every investment solution begins with research and rigour. We specialize in a variety of investment solutions such as equities, fixed income, currency management, liability-driven investments, asset allocation, and responsible investments.

Across a spectrum of investment solutions, we commit to robust research. Dedicated sector and regional analysts focus on industry research and security-specific idea generation. Our investment professionals leverage deep and diverse expertise by sharing proprietary research across asset-class teams. By sharing insight across asset class teams, we maximize opportunities to add value to our client portfolios.

PICTON Investments is a Canadian investment firm with over $13 billion in assets under management, recognized for pioneering alternative investment strategies that challenge traditional thinking. Since 2004, we have been helping advisors and investors rethink portfolio construction by moving away from traditional models toward more resilient, diversified solutions. Leveraging deep expertise in quantitative research, fundamental analysis, and authentic hedging strategies, we champion a modern approach designed to deliver more consistent, risk-adjusted returns. Our philosophy is to “Build from the Bear Up,” embracing a bear mindset of resiliency, adaptability, and strength to provide Canadians with greater certainty.

At Franklin Templeton, everything we do has a single focus: to deliver better client outcomes.

We bring together an unmatched collection of Specialist Investment Managers with expertise across asset classes, vehicle types and geographies. As one of the world’s largest independent asset managers, our strength and resources have helped us become a steadfast partner to individual and institutional investors around the world. And our investments in new technology, like AI and blockchain, allow us to leverage innovation to improve outcomes for investors.

Our approach of putting clients first, delivering relevant investment solutions and providing reliable, personal service are among the reasons why we’re one of the most trusted names in asset management.

Backed by a 200-year legacy of BMO Financial Group, BMO Global Asset Management (GAM) brings an agile, forward-thinking approach to deliver market insights and access to investment solutions for Canadian investors. In a world of rapid market shifts, BMO GAM aims to support clients by providing access to a wide variety of products, including mutual funds, ETFs, and alternative investments, designed to meet the varied needs of Canadian investors. They also provide in-depth market commentary to help clients navigate the evolving financial landscape with confidence. Backed by a 200-year legacy of BMO Financial Group, BMO Global Asset Management (GAM) brings an agile, forward-thinking approach to deliver market insights and access to investment solutions for Canadian investors. In a world of rapid market shifts, BMO GAM aims to support clients by providing access to a wide variety of products, including mutual funds, ETFs, and alternative investments, designed to meet the varied needs of Canadian investors. They also provide in-depth market commentary to help clients navigate the evolving financial landscape with confidence.

Based in Toronto, Ninepoint Partners LP is one of Canada’s leading alternative investment management firms overseeing approximately $7 billion in assets under management and institutional contracts. Committed to helping investors explore innovative investment solutions that have the potential to enhance returns and manage portfolio risk, Ninepoint offers a diverse set of alternative strategies spanning Equities, Fixed Income, Alternative Income, Real Assets, F/X and Digital Assets.

TD is one of the largest banks in North America, serving over 27.9 million customers in four key businesses, operating in a number of locations in financial centres around the globe. TD also ranks among the world’s leading online financial services firms, with more than 17 million active online and mobile customers.

About Beneva

Created by the coming together of La Capitale and SSQ Insurance, Beneva is the largest insurance mutual in Canada with more than 3.5 million members and customers. Beneva employs over 5,500 dedicated employees: people looking out for people. Its human approach is rooted in mutualist values that are shared by its employees. With $25.2 billion in assets, Beneva positions itself as a major player in the insurance and financial services industry. Its head office is located in Quebec City.

National Bank Financial – Wealth Management is one of Canada’s largest securities brokerage firms and a solid financial partner for Canadian families. Our mission is to help our clients manage their wealth from generation to generation. Clients and their families can rely on our experienced wealth management professionals for sound, personalized advice that meets their changing needs and helps them achieve their goals.

National Bank Structured Solutions Group (NBSS) specializes in delivering structured investment solutions to institutional, high-net-worth, and retail investors globally.  Since the early 1990s, NBSS has established itself as a leader in structured products, now issuing over 2,000 products annually and setting the benchmark in the Canadian market.  Our numerous prestigious awards highlight our leadership, and underscore our commitment to quality, performance, and exceptional client service.

The Structured Solutions Group is dedicated to providing tailored solutions that adapt to evolving market conditions, aligning with specific investment views and risk tolerances. We offer a comprehensive suite of strategies, providing options for asset class exposure, enhanced diversification, risk management, and opportunities for growth or income generation. Our products range from capital-protected options—whether equity-linked or rate-linked—to non-principal protected notes, ensuring there is a suitable solution for every investor profile. From the bulls to the bears, the risk averse to the daring, and from young investors to retirees, our solutions are crafted to support investors at every stage of their investment journey.

Our goal is to empower investors to achieve their unique financial goals.

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$421 billion in assets as of March 31, 2023.

Desjardins Group is the largest cooperative financial group in North America and the fifth largest in the world, with assets of $422.9 billion as of December 31, 2023. It has been named one of Canada’s Best Employers by Forbes magazine and by Mediacorp. To meet the diverse needs of its members and clients, Desjardins offers a full range of products and services to individuals and businesses through its extensive distribution network, its online platforms, and its subsidiaries across Canada. Ranked among the world’s strongest banks according to The Banker magazine, Desjardins has one of the highest capital ratios and one of the highest credit ratings in the industry.

EQ Bank is powered by Equitable Bank, Canada’s Challenger Bank™. Founded over 50 years ago, Equitable manages more than $74.1B in assets and has grown to become the country’s seventh largest independent Schedule I bank serving more than a quarter million Canadians by providing diversified personal and commercial banking services.

Launched in 2016 as Canada’s first-born digital bank, EQ Bank has more than $8 billion in deposits and is committed to bringing smarter banking solutions to Canadians.

We are a bank with a human touch that stands out for its bold approach, entrepreneurial spirit, and passion for people. Since we began in 1859, we’ve been here to make a positive impact on people’s lives. Our strategy? Building long-term relationships with our clients, teams, shareholders, and our community.

We’re Canada’s 6th largest bank and the leading one in Quebec. We offer a full range of financial services for individuals, businesses, and clients with specific needs, both domestically and internationally. We also offer a wide range of banking and insurance services as well as innovative investment and wealth management solutions.

Carte Financial has been top rated by advisors for the last five years based on Investment Executive’s Dealers’ Report Card, bolstering its place as one of Canada’s leading financial services companies, and the prime choice for independent advisors in technology, experience, and freedom.

Started in 2007 by Kirk Purai – Founder and CEO, Carte offers unmatched support to financial advisors by providing best-in-class tools, technology, marketing, and compliance; empowering them with the edge to provide the best service to their clients, reducing their administrative workload, and helping them grow & scale their business.

Led by Maria Jose Flores – President and CCO, Carte Wealth Management empowers advisors with access to a wide choice of financial products including various investment products from numerous carriers, giving them the ability to offer the best solutions to meet their clients’ needs.

The company has an unwavering commitment to setting the industry standards in supporting independent advisors and delivering the ultimate advisor experience of true independence, choice, technology and scale, backed by the strength and the stability of an industry leader.

Carte is truly the home of independent advisors where they can thrive and take their business to the next level.

Reach out to Carte today to see how you can be part of a winning team.