At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals.

As a privately-owned company, our people and world class resources are committed to doing what is right for investors and their long-term success. Our clients have entrusted us with $315 billion in assets under management (as at August 8, 2025) and they include individuals, financial advisors, pension plans, endowments, foundations and more.

We are proud to provide investors a full range of investment solutions through mutual funds and exchange-traded funds, including domestic, international and global equity, income-oriented strategies, asset allocation solutions, managed portfolios, sustainable investing and our high net worth program. Fidelity Funds are available through a number of advice-based distribution channels including financial planners, investment dealers, banks, and insurance companies.

Chartwell Retirement Residences is a leader in the Canadian retirement living industry.

The largest owner and operator of seniors housing in the country, we have over 200 retirement and long-term care residences across Ontario, Quebec, Alberta and British Columbia. Our guiding purpose is Making People’s Lives BETTER. We put that commitment into practice each day by providing a happier, healthier and more rewarding experience for our residents, their families and our employees.

Desjardins Group is the largest cooperative financial group in North America and the sixth largest in the world, with assets of $487.9 billion as at March 31, 2025. It has been named one of the top employers in Canada by both Forbes magazine and Mediacorp. It has also been recognized as one of the World’s Best Banks in 2025 by Forbes. The organization has more than 56,100 skilled employees. 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.

HomeEquity Bank, a Schedule 1 Canadian Bank, has been the leading provider of reverse mortgages in Canada for more than 37 years. They are also the main underwriter of reverse mortgages in Canada. Their head office is located in Toronto.

HomeEquity Bank is the only financial institution exclusively dedicated to providing financial solutions for Canadian homeowners 55+ to help them live a fulfilling, stress-free retirement.

Through its flagship CHIP Reverse Mortgage product, along with CHIP Max, CHIP Open, Income Advantage, and HomeBridge, Canadian homeowners can access the equity in their homes to meet their financial needs in retirement. Common financial planning uses for CHIP include generating retirement income, funding long-term care for a spouse, generating supplemental income, living inheritance, debt optimization, and purchasing a second property.

HomeEquity Bank has been owned by Ontario Teachers’ Pension Plan since July 2022.

NEI Investments is a Canadian asset manager committed to helping investors achieve their financial goals by forging new paths to performance, powered by foresight and supported by action. For almost 40 years, we’ve been delivering innovative investment solutions that capitalize on unseen investment opportunities to help power growth and reduce risk. Our unique approach incorporates a broader set of inputs and considerations to inform intelligent investment decisions for long-term results. We’ve built an extensive global network of sub-advisors, each with distinct areas of specialization across asset classes, geographies, and themes, giving us greater access to expertise and innovative strategies.

Founded in 1996, RFA (Realty Financial Advisors) is a Canadian-owned real estate investment firm grounded in the Commercial and Asset Management segments. RFA and its investment partners are active participants in a wide array of real estate focused portfolios, including debt financing transactions, REITs, retirement homes, and direct investments in office, retail, industrial and multifamily residential properties. Combined, the RFA group of companies have over $65 Billion in assets under management and an additional $25+ Billion in assets under administration.

In 2018, RFA expanded into the residential lending market and accelerated its growth plans through the acquisition of Street Capital Bank of Canada. RFA Bank offers a full range of Guaranteed Investment Certificate (GIC) options, including non-registered, registered and commercial, all available through Nominee/Self Directed dealer platforms. Our GICs are eligible for deposit insurance protection, to applicable limits, from the Canadian Deposit Insurance Corporation (CDIC).

For more information on RFA Bank, please visit: https://www.rfa.ca

For more information on CDIC, please visit: https://www.cdic.ca

Founded in 1994, Equisoft is a global provider of advanced insurance and investment digital solutions. Recognized as a valued partner by over 250 of the world’s leading financial institutions in 16 countries, Equisoft offers innovative front-end applications, extensive back-office services and unique data migration expertise.

The firm’s flagship products include a SaaS policy administration solution, CRM, financial needs analysis, financial planning, asset allocation, fund and portfolio analysis, quotes and illustrations, electronic application, agency management systems, as well as customer, agent and broker portals.

Equisoft is also Oracle’s largest and most experienced partner for the OIPA platform. With its business-driven approach, deep industry knowledge, innovative technology, and more than 700 experts based in Canada, USA, UK, Chile, Colombia, South Africa, India and Australia, Equisoft helps its clients tackle any challenge in this era of digital disruption.

Marsh is the world’s leading insurance broker and risk adviser. With over 35,000 colleagues operating in more than 130 countries, Marsh serves commercial and individual clients with data driven risk solutions and advisory services. Marsh Canada Limited has approximately 1,200 employees and offices in 13 cities across Canada. Marsh is a wholly owned subsidiary of Marsh & McLennan Companies (NYSE: MMC), the leading global professional services firm in the areas of risk, strategy and people. With annual revenue over US$15 billion and 75,000 colleagues worldwide, MMC helps clients navigate an increasingly dynamic and complex environment through four market-leading firms: Marsh, Guy Carpenter, Mercer, and Oliver Wyman. Follow Marsh on Twitter @MarshGlobal; LinkedIn; Facebook; and YouTube, or subscribe to BRINK.

Swiss Re Corporate Solutions provides risk transfer solutions to large and mid-sized corporations around the world. Its innovative, highly customized products and standard insurance covers help to make businesses more resilient, while its industry-leading claims service provides additional peace of mind. Swiss Re Corporate Solutions serves clients from over 50 offices worldwide and is backed by the financial strength of the Swiss Re Group.

Insurance products underwritten by Westport Insurance Corporation, Kansas City, Missouri, a member and Westport Insurance Corporation - Canadian Branch, Toronto, Ontario, a member of Swiss Re Corporate Solutions. Visit corporatesolutions.swissre.com or follow us on LinkedIn and Twitter @SwissRe_CS.

Home Trust is Canada’s largest independent trust company, proudly serving Canadians since 1987. Home Trust offers a wide range of financial services including: deposits, residential mortgages, commercial mortgages and Visa* cards. Deposits are also offered through Home Bank, a wholly owned subsidiary of Home Trust Company. Home Trust is a wholly owned subsidiary of Home Capital Group Inc., a public company that trades on the Toronto Stock Exchange (TSX) under the symbol HCG. Home Trust’s head office is located in Toronto, with branch offices in Vancouver, Calgary, Montreal, Halifax and Winnipeg.

Our Guaranteed Investment Certificates (GIC) provide security for your investment, as well as a fixed rate of return. We offer a range of GICs for both personal and commercial needs, offering you a safe way to deposit your money with consistently high rates of interest and a variety of investment terms.

For additional peace of mind, Home Trust Company and Home Bank GICs are eligible for the Canada Deposit Insurance Corporation (CDIC) coverage, up to applicable limits.

Qtrade Direct Investing^® is among Canada’s top-ranked online trading platforms having secured more than 28 wins in online investment excellence over the past 18 years in industry evaluations of online brokerages. Qtrade offers self-directed investors a preferred online trading option that complements their overall investment portfolio to achieve their financial goals and secure their financial health.

With more than 25 years’ experience, Qtrade operates direct to consumer and through over 300 strategic partnerships with some of Canada’s largest financial services institutions. Qtrade believes that Canadian investors should have confidence in their financial decisions, confidence in the tools we provide to help them make those decisions, and confidence in the support we offer.

Learn more about how you can take control of your financial future at qtrade.ca

Take advantage of the exclusive promotional offers to provide even more value to your clients. Explore the opportunities and elevate your clients’ investing journey with Qtrade today! Visit: https://www.qtrade.ca/en/investor/offers

Queenston specializes in helping businesses in the financial sector manage transitions and plan for the future. This includes services such as mergers, acquisitions, business valuations, comprehensive succession planning, enhancing the value of a business, protecting value with a continuation plan and exit strategy, and succession planning to ensure a comfortable retirement.

Queenston’s transition process for the sale of a business is designed to achieve excellent conditions and a very good sale price. We also work with clients who are looking to change distributors and want to maximize their transition/retention bonus. In addition, we work with companies that want junior partners to start their succession plan.

On the purchaser side, we work closely with them to define the target, do the appropriate research, attractive target presentations, due diligence and financing support with our financial partners.

Overall, Queenston offers a variety of services to help businesses plan for the future and make informed decisions about their financial future.

The CIFP Retirement Institute has a mission to research and develop the knowledge base of retirement planning and, financial planning more generally, in the best interest of Canadians.

The Institute is evolving into the pre-eminent source to obtain unbiased, high quality, topical information about retirement and retirement planning. Education programs supporting the various CIFP designations supplement technical content with a focus on the more qualitative aspects of retirement and financial planning. Despite the importance of incorporating qualitative factors into a plan, unfortunately, it is often overlooked in a typical client-planner meeting or, may not be discussed in sufficient detail because far too often the client-planner interaction revolves around all things quantitative. To counter this deficiency, topics such as lifestyle planning, client engagement skills, retirement trends, considerations as part of estate and succession planning, how to prepare for retirement and intergenerational wealth transfers are fundamental learning objectives within the RRC, RFRA and RRA curricula.

Learn more at www.retirementinstitute.ca

The Chartered Institute of Financial Planning provides professional education and certification for financial planners and financial advisors in Canada.

Under license from the Canadian Institute of Financial Planning (CIFP), the Chartered Institute of Financial Planning offers professional credentials including the Chartered Financial Planner® designation, and Registered Life Insurance Specialist® (RLIS®) designation.

The Chartered Institute of Financial Planning aims to enhance the professional standards of financial planning and financial advising through comprehensive educational programs.

CIFP and the Chartered Institute of Financial Planning are headquartered in Burlington, Ontario, and CIFP is an approved credentialling body under the Financial Services Regulatory Authority of Ontario’s (FSRA) Financial Planning Title Protection framework.

Learn more at www.charteredinstitute.ca

The Canadian Institute of Financial Planners is a non-profit association for Certified Financial Planner^® professionals. The association is an independent, effective, and powerful advocate for the CFP^®/ certification marks and the financial planning profession in Canada.

Membership is open to all Canadian CFP professionals, Registered Retirement Consultants^®/Conseillers en Retraite^® and Conseillères en Retraite^®, associates who have completed their pre-CFP certification education requirements, students who are currently enrolled in a qualified education program leading to CFP certification and concerned and interested investors.

CIFPs advocates on behalf of its members, retirement planners holding the RRC/CR credential and the CFP certification marks with regulators and the public. We won't let them forget that the CFP and RRC/CR marks represent the highest standard for financial planners and retirement planners—here at home, and abroad.

Learn more at www.cifps.ca