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 more than tripled assets under management in the last two years. 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 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.

At Harvest, our guiding principles are premised on building wealth for our clients through ownership of strong businesses that have the potential to grow & generate steady income over the long term. Founded in 2009, Harvest manages over $2.1 billion in assets for Canadian Investors. We offer equity based mandates with clear objectives through Income & Growth orientated ETF portfolios.

ICM is a registered alternative investment fund manager and portfolio manager focused on owning, operating and investing in real assets. We offer retail, private client and institutional investors an array of private investment opportunities focused on real estate, private equity, private debt and infrastructure strategies.

Our goals are simple: We strive to preserve wealth and generate attractive risk-adjusted returns while providing the highest level of client service.

Our success hinges on our unwavering commitment to three principles that underpin our investment philosophy: Value, Discipline, and Results. Our adherence to these principles has allowed ICM to generate exceptional investment returns for our clients and a strong track record of achieving our goals.

Today, we manage more than $1Billion AUM of assets across numerous investment vehicles and advisory relationships and have considerable experience in originating, structuring and financing investment transactions and managing risk in alternative assets. Our team has grown substantially and is made up of investment and operating professionals with extensive experience, collectively having acquired and/or managed over $7 billion of assets globally

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 

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® and Income Advantage®. 

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.

For more information, visit: chipadvisor.ca