Avenue Living is a leading Canadian alternative asset manager with over $4.7 billion in assets under management and four alternative investment offerings. Avenue Living entities own and operate assets in 7 provinces throughout Canada and 17 U.S. states which support sectors essential to the everyday lives of North Americans — workforce housing, commercial real estate, farmland, and self-storage.

Equiton makes high-quality private real estate investments accessible to all Canadians so they can responsibly build their wealth. Founded in 2015, we have experienced tremendous growth, having almost tripled assets under management in the last two years. Our exponential growth is a result of our leadership team’s deep understanding of real estate investing and Equiton’s ability to effectively partner with the advisor community. We focus on capitalizing on value creation opportunities and building the most robust portfolio possible for our investors, partners, and stakeholders.

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.

A national certification and professional oversight body 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 17,300 CERTIFIED FINANCIAL PLANNER® professionals and about 1,600 QUALIFIED ASSOCIATE FINANCIAL PLANNER™ professionals (as of December 31, 2022), who meet FP Canada’s rigorous professional and ethical standards. 

Harvest ETFs is an independent Canadian investment fund manager. At Harvest ETFs, we believe that investors can build and secure wealth by owning high-quality businesses for the long term. Since 2009 we have created investment products to deliver on that philosophy. Harvest manages over $3.3 billion in assets for Canadian investors as of April 11, 2023.

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.

IFSE is the educational arm of The Investment Funds Institute of Canada (IFIC) and a leader in online learning delivery. We are dedicated to helping Canadians improve their financial literacy through best-in-class financial education and support. As a not-for-profit organization, we make our training affordable to ensure that financial education is widely accessible.

NOUR PRIVATE WEALTH (NPW) is an independent wealth management firm specializing in meeting the needs of a growing number of high-net-worth private clients and select corporate investors.

At NPW, we realize that all clients are different, and their investment and wealth planning needs evolve. Our advisors are equipped to provide the expertise needed across all facets of the wealth management spectrum, ranging from portfolio construction, retirement, tax and estate planning right up to insurance and private capital.

NPW advisors manage portfolios using a diverse mix of asset classes, delivering strong risk-adjusted returns while providing the highest personalized client service level.

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.

We bring the world to your portfolio

Building wealth today requires you to look beyond Canada’s borders. We are part of the Sun Life group of companies, a global asset manager with offices in nearly 20 countries and over $1 trillion under management. And we’ve built a truly global investment platform by combining the strength of Sun Life with world class asset managers.

Finding certainty in a world of risk

Building a secure financial future in a world of permanent uncertainty has never been harder. But our unwavering commitment to helping investors build wealth and manage risk, is why Canadians have increasingly embraced our products and services.

CI Global Asset Management (CI GAM) is one of Canada’s largest investment management companies with more than 100 investment professionals with extensive expertise navigating multiple markets. We offer a curated collection of the traditional and alternative strategies you want with the performance you need to achieve your unique goals. We are committed to investment excellence and focus on exceeding expectations every day.  

Our teams: 

• Are empowered to think independently and held accountable for the results they achieve 
• Collaborate and cooperate—sharing insight, expertise, and research to bring the full scale and intellectual capital of CI GAM to benefit each and every client 
• Take an active approach to portfolio and risk management to deliver the best possible outcomes to each and every investor 

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

Edward Jones is a full-service investment dealer which provides a range of investment products, services and solutions to retail investors. We have close to 850 financial advisors serving clients 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. Edward Jones is a proud supporter of partners in the health and wellness space such as The Terry Fox Foundation, whose mission supports initiatives positively impacting cancer research. 

Centurion Asset Management Inc. is a leading asset management company, offering investors a growing portfolio of private investment products, corporate financing, mortgage financing, multi-residential apartments, and student residences and is one of the largest dedicated private apartment REITs in Canada with $6.6B of assets under management as of February 2023. Centurion continues to expand across Canada with our portfolio of 151 properties, consisting of 125 multi-residential apartments, 16 student communities, and 10 medical offices representing 21,394 rental units across 46 cities.

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.  

Wealhouse Capital Management was established in 2008 as an independent, privately owned alternative asset manager. Our goal was to provide award-winning investment strategies to ultra-high net worth individuals, family offices and advisors. Today, our small but mighty team manages more than a billion in assets for Canada’s wealthiest families and entrepreneurs. 

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.

HomeEquity Bank is the leading provider of reverse mortgages in Canada dedicated to helping Canadian homeowners 55+ live retirement their way by providing a safe, secure, and simple way to access the equity they’ve built up in their homes through financial solutions like the CHIP Reverse Mortgage®, CHIP MAX®, Income Advantage® and CHIP Open®.

Since 1986, HomeEquity bank has offered solutions that allow Canadians to access up to 55% of the value of their home without the stress of monthly payments. Whether Canadians are looking to pay off debt, take a vacation, or simply to have a steady stream of income to supplement their CPP and OAS throughout their retirement, HomeEquity Bank offers financial solutions to meet their unique needs.

HomeEquity Bank has helped tens of thousands of Canadians by offering financial solutions designed specifically for homeowners age 55+ so that they can live retirement their way in the home they love.

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.