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Affiliate Members

Mutual Fund Companies

agf

AGF Management Limited

Toronto-Dominion Bank Tower
66 Wellington Street West
Toronto, Ontario
M5K 1E9

Toll Free : 1-800-268-8583
Phone : 905-214-8203
Web: AGF.com

ia clarington

iA Clarington Investments

522 University Avenue,
Suite 700
Toronto, ON
M5G 1Y7

Toll Free : 1-888-860-9888
Phone : 416-860-9880
Web : iAClarington.com

sei

SEI

130 King Street West
Suite 2810
Toronto, ON,
M5X 1E3

Toll Free : 1-855-734-1188
Web : SEI

bmo global asset management

BMO Global Asset Management

1 First Canadian Place, 43rd Floor Toronto, ON
M5X 1A1

Toll Free : 1 877 225 5266
Web : BMOGAM.com

invesco

Invesco

120 Bloor Street East,
Suite 700
Toronto, ON
M4W 1B7

Toll Free : 1.800.874.6275
Web : Invesco.com

Sun Life Global Investments

Sun Life Global Investments

One York Street,
Toronto, ON
M5J 0B6

Toll Free : 1.800.874.6275
Web : SunlifeGlobalInvestments.com

ci global asset management

CI Global Asset Management

15 York Street, 2nd floor
Toronto, ON
M5J 0A3

Toll Free : 1-800-268-9374
Phone : 416-364-1145
Web : CI.com

mackenzie investments

Mackenzie Investments

180 Queen Street West
Toronto, ON
M5V 3K1

Toll Free : 1-800-387-0614
Web : MackenzieInvestments.com

fidelity

Fidelity Investments Canada

483 Bay Street
Suite 300
Toronto, Ontario
M5G 2N7

Tel: 1 800 263-4077
Web: Fidelity

manulife

Manulife Investment Management

200 Bloor Street East
North Tower 4 – A04
Toronto, ON M4W1E5

Tel: 1-888-588-7999
Web: Manulife

Corporate & Service Providers

advocis

Advocis

10 Lower Spadina Ave
Toronto, ON
M5V 2Z2

Toll Free : 1-877-773-6765
Phone : 416-444-5251
Web : Advocis.ca

canadian securities institute

Canadian Securities Institute

200 Wellington Street West, 15th Floor,
Toronto,
ON M5V 3C7

Toll Free : 1-866-866-2601
Phone : 416 364-9130
Web : CSI.ca

doxim

Doxim Inc.

1380 Rodick Road
Suite 102
Markham, ON
L3R 4G5

Toll Free : 1-866.475.9876
Phone : 905.475.9876
Web : Doxim.com

learnedly

Learnedly

1 University Ave.
Suite 300
Toronto, ON,
M5J 2P1

Phone : 416.356.3474
Web : Learnedly.com

apollo

Apollo Insurance Solutions Ltd.

111 Water Street, Unit 210
Vancouver, British Columbia,
V6B 1A7
Web : ApolloCover.com

caasa

Canadian Association of Alternative Strategies & Assets

120 Adelaide Street West,
Suite 2500
Toronto, ON
M5H 1T1

Phone : 647-953-0737
Web : CAASA.ca

fundserv

Fundserv

333 Bay St. Suite 2600
Toronto, ON
M5H 2R2

Toll Free : 1-866-362-FUND (3863)
Phone : 416-362-2400
Web : Fundserv.com

neo exchange

NEO Exchange Inc.

65 Queen Street West
Suite 1900
Toronto, ON,
M5H 2M5

Toll Free : 1.844.567.6424
Phone : 416.933.5900
Web : Neo.inc

bfl

BFL Canada Consulting Services Inc.

181 University Avenue, Suite 2010,
Toronto, Ontario M5H 3M7

1-800-668-5901
1-416-599-5530

Web: BFLCanada.ca

capintel

CapIntel Inc.

Web: Capintel.com

international financial data services

International Financial Data Services

30 Adelaide Street East, Suite 1
Toronto, Ontario, M5C 3G9
Canada

Web: ifdsgroup.ca

portfolio aid

Portfolio Aid Inc.

166 Pearl Street
Suite 200
Toronto, ON
M5H 1L3

Phone : 416-479-9710
Web : PortfolioAid.com

broadridge

Broadridge Financial Solutions, Inc.

120 Bremner Blvd
Suite 2300
Toronto, ON
M5J 0A8

Toll Free: +1 800 353 0103
Phone: +1 416 350 0999
Web: Broadridge.ca

cifps

The Canadian Institute of Financial Planners (CIFPs)

390 Brant Street, Suite 501
Burlington, ON
L7R 4J4

Toll Free: 1-866-933-0233 ext 134
Phone : 647-723-6445 ext 134
Web : CIFPs.ca

investorCOM

InvestorCOM

55 University Avenue,
Suite 704
Toronto, ON
M5J 2H7

Toll Free : 1 (800) 361-9494
Web : InvestorCOM.com

vigilant cs

Vigilant CS

Bayview Yards,
7 Bayview Station Rd.
Ottawa, ON K1Y 3B5

Phone : (343) 262-1019
Web : VigilantCS.com