Avenue Living offers an efficient way for investors to add real estate investments to their portfolios. Founded in 2006, the company has grown to over $7 billion in assets under management across Canada and the United States. The firm’s real estate investment funds focus on assets that touch the everyday lives of North Americans — workforce housing, self-storage, and farmland. Avenue Living has strategically built a proprietary platform that supports a customer-centric management model, driving value for its customers, investors, and employees.

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.

Desjardins Group is the largest cooperative financial group in North America and the sixth largest in the world, with assets of $470.9 billion as at December 31, 2024. With more than 55,200 skilled employees, 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. In 2025, Desjardins Group is celebrating its 125th anniversary, marking more than a century of focusing its ambitions and expertise on being there for members and clients. 

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.

Franklin Templeton is a global leader in investment management with clients in over 170 countries. Here in Canada and abroad, we are dedicated to one goal: delivering exceptional asset management for our clients. At the core of our success is our multiple independent investment teams—each with a focused area of expertise—from traditional to alternative strategies and multi-asset solutions. All of these investment teams share a common commitment to excellence grounded in rigorous, fundamental research and robust, disciplined risk management. This expertise in Canada combined with extensive global resources, and a focus on excellence has made us a trusted partner to generations of advisors and investors.

Established in 1995, FP Canada is a national not-for-profit education, certification and professional oversight organization working in the public interest. FP Canada is dedicated to championing better financial wellness for all Canadians by leading the advancement of professional financial planning in Canada. There are about 17,500 CERTIFIED FINANCIAL PLANNER® professionals and about 1,300 QUALIFIED ASSOCIATE FINANCIAL PLANNER™ professionals (as of March 31, 2025), who meet FP Canada’s rigorous professional and ethical standards.

ICM Asset Management is a leading alternative investment company founded in 2003 to preserve and grow the wealth of retail, private client and institutional investors looking to diversify their portfolios through alternative investment strategies.

Today, we manage more than $2.0 billion of assets and offer investment opportunities focused on real estate, private equity / venture capital, and alternative income strategies.

Newlook Capital, a leading private equity firm based in Burlington, Ontario, has redefined industry-focused investing since 2013. Through specialized Funds like the Industrial and Infrastructure Services Fund III and Dental Fund, Newlook provides exclusive access to high-potential markets, leveraging recurring revenues and strategic synergies to drive transformative growth and lasting value.

Pier 4 is a private real estate investment trust, established in 2020, that harnesses over a century of combined expertise from its visionary co-founders Darrell, Adam, and Michael Ashby, along with their exceptional team. Under the leadership of these three industry experts combined with their strong passion for real estate, Pier 4 has swiftly emerged as an up-and-coming leader in the multi-residential industry. 

With a commitment to excellence and innovation, Pier 4 is on a mission to become the go-to choice for advisors seeking investments in the Canadian low and mid rise multi-family industry.

PPI is one of Canada’s leading marketers of insurance and financial solutions. But for all the services we offer, we measure our worth in terms of the trust we build along the way – with our employees and with independent Advisors from all across Canada.

We offer actuarial, tax and specialized expertise in all aspects of life insurance, and specifically in its design and custom application. Our national resources are delivered locally to support Advisors in the broad Canadian market. The level of dedicated support steps up even further when you are working in the high net-worth market with PPI Advisory.

We strongly believe in the value of building a long ter​m and m​utually beneficial relationship with Advisors. Our role is to provide the right support, including leading edge sales and practice management tools, to assist you in maximizing productivity and revenue. The expertise of our PPI Advisory team is accessible to all Advisors affiliated with PPI through seminars, webinars, handy booklets and online libraries.

Empowering Canada’s Investment Industry
The Securities and Investment Management Association (SIMA) champions a thriving, resilient investment sector that fuels economic growth, fosters innovation, and creates greater opportunities for Canadian investors and savers.
We equip members with the intelligence, advocacy, and tools they need to navigate a rapidly evolving financial landscape. From regulatory shifts to emerging opportunities, we ensure our vital sector remains strong and forward-looking.

Trez Capital is a diversified real estate investment firm and preeminent provider of private commercial real estate debt and equity financing solutions in Canada and the United States. 

With over $5.5 billion in AUM, we have funded more than 1,700 transactions totaling more than $17 billion since the firm’s inception in 1997.

We have earned the trust of investors, by applying prudent risk management and rigorous institutional-grade underwriting to generate attractive yields and stable sources of income. 

We offer private and institutional investors strategies to invest in a variety of opportunistic, fully-secured mortgage investment funds, syndications and joint ventures. With a large and stable balance sheet, we provide property developers, investors and owners with the certainty of capital, quick approvals, and flexibility and creativity in short- to mid-term financing to bring a diverse range of real estate projects to life. 

Our team prides itself on deep real estate industry expertise and on-the-ground perspective.  

Worldsource Wealth Management is a leading independent wealth management firm dedicated to empowering financial advisors with innovative solutions, comprehensive investment options and client-centric support. Backed by a strong industry reputation, Worldsource provides the tools and expertise advisors need to help clients achieve their financial goals with confidence and integrity. 

Independent Advisor Solutions (iAS)* powers advisor portfolios through MiBLOX, exclusive investment funds built in collaboration with Goldman Sachs, Apollo, and BlackRock; MiMODEL, turn-key model-based portfolios; and MiFUND, advisor-driven custom funds. iAS helps Wellington-Altus advisors to differentiate from the rest of the Canadian marketplace and deliver access to world-class expertise and resources.

*The investment fund manager, Independent Advisor Solutions Inc., Wellington-Altus Private Wealth Inc. and Wellington-Altus Private Counsel Inc. are wholly owned subsidiaries of Wellington-Altus Financial Inc.

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.