TD Asset Management Inc. (TDAM) is a leading asset manager in Canada with an expanding global presence. We offer an extensive suite of innovative solutions designed to provide better risk-adjusted returns and have a long track record of helping investors reach their investment goals. We have been in business for more than three decades, and over that time the investment landscape, investor needs, and our range of offerings have all evolved. What has remained consistent is our focus on quality, our risk management discipline, and our commitment to our clients. TDAM manages assets on behalf of about 3 million retail investors and offers a broadly diversified suite of investment solutions including mutual funds, exchange-traded funds and professionally managed portfolios. Collectively, TDAM manages C$532 billion in assets as of March 31, 2026.

Focal AI is the meeting assistant for Canadian advisors. We help advisors save up to 15 hours per week, with firms including IPC, Assante, and Designed Wealth Management already using Focal AI to streamline workflows through AI note-taking, automated CRM and Conquest updates, personalized follow-up emails, meeting prep, and performance coaching.

Built with enterprise-grade security and a compliance-first design, Focal AI enables advisors to deepen client relationships, increase client capacity, and grow AUM without adding headcount.

CMI Mortgage Investments (CMI) specializes in delivering competitive fixed income returns through high-quality mortgage investment solutions backed by real estate. Tailoring its approach to align with investors' objectives and risk tolerances, CMI simplifies the mortgage investment process with its exclusive, full-service program. The firm offers compelling risk-adjusted returns, with yields ranging from 7-16% based on individual investor profiles.

As a division of CMI Financial Group, CMI Mortgage Investments benefits from the expertise of an award-winning leader in the Canadian non-bank financial services market. CMI Financial Group comprises four synergistic companies – CMI Canadian Mortgages Inc., CMI Mortgage Investments, CMI MIC Funds, and CMI Mortgage Servicing – which collectively manage the end-to-end process of originating, underwriting, funding, and servicing private mortgages for brokers and investors.

With nearly $3 billion in lifetime fundings and more than $1 billion in assets under management, CMI stands as one of Canada’s largest and fastest-growing private lending firms, renowned for its robust growth and innovative financial solutions.

VIP Family Office is a specialized planning platform serving affluent families, business owners and their trusted advisors. The firm focuses on the structural decisions that affect how wealth is taxed, preserved and transferred across generations, integrating tax, estate, insurance, corporate and liquidity planning into a coordinated framework.

VIP Family Office works alongside existing wealth managers, financial planners, accountants, lawyers and insurance professionals rather than replacing those relationships. Its services include corporate and estate structuring, tax minimization strategies, estate and liquidity planning, succession and next-generation planning, family governance, fractional CFO support, executor services, and coordination of tax dispute and legal matters.

Learn more at vipfamilyoffice.ca

Maximizer offers an AI-driven CRM platform designed for fast deployment. We invest in our clients and have worked with financial advisors to create an optimized CRM solution for them. We’ve helped 120,000+ global customers and 1 million users in our 35-year history to secure, retain, and maximize business through custom configurability and real-time insights.

Explore more at maximizer.com

Fundata offers mutual fund, ETF and stock information through a suite of highly customizable products and services for mutual fund companies, back-office, investment brokerages, financial advisors, data vendors and retail investors.

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. For more information about our products and services, please visit our website.

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 with the goal of becoming a top broker channel lender. In 2019, RFA accelerated its growth plans through the acquisition of Street Capital Bank, a Schedule A bank, and now holds a presence in both the Prime and Alternative lending segments. RFA is based in Toronto, with an additional office in Calgary.

RFA Bank is part of RFA Capital Holdings Inc., a Canadian privately held Ontario corporation managed by RFA Capital Inc.

Along with its real estate holdings, RFA Bank offers a quality suite of GIC products accessed through CANNEX by contracted nominee dealers and is a member of the Canadian Deposit Insurance Corporation (CDIC), providing federal deposit insurance protection for their GIC’s of up to applicable limits.

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

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

Take Care™ is a Canadian, physician-created advance care planning platform designed to help individuals organize and communicate the important details their loved ones may need before, during and after a health crisis or death. The platform guides users through planning decisions, securely storing important documents, sharing selected information with loved ones, and creating legacy messages.

Take Care™ also includes educational resources, learning modules and planning tools designed to help reduce family stress, confusion and conflict by making wishes and critical information easier to access and understand. Users remain in control of what information is shared, with whom, and when.

Learn more at www.takecaretogether.ca

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

ForAll Investment Research develops quantitative investment indices, including the ForAll Core & More U.S. Equity Index. Its flagship index is tracked by the FORU ETF, offering a data-driven, rules-based strategy designed to enhance long-term returns through dynamic asset allocation.

Finfluent is a digital financial advice and growth platform—built to deliver actionable advice to the mass market while driving measurable revenue for enterprise partners. Finfluent was built to make personalized, actionable financial advice accessible to everyone. It delivers scalable, holistic guidance that helps people strengthen their financial foundations, start on the right path, and act with confidence. Finfluent provides timely, expert learning exactly when it’s needed, turning understanding into action. In just minutes, users gain the clarity and motivation to move forward fast, intuitively, and on their own terms.

Personalized Guidance
Built on real financial data, guiding users to make meaningful progress—no matter how small the starting point.

Action Focused
Directs limited resources where they’ll make the biggest difference—optimizing cash flow, minimizing costs, and super-charging financial progress.

Seamless Integration and Revenue Generation
Fully customizable to align with your brand, products, and workflows—seamlessly linking users from insight to action and turning engagement into measurable revenue.

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 (CIFPs) is a national, non-profit association dedicated to advancing the financial planning profession in Canada. As an independent and respected voice for financial planners, CIFPs advocates for high professional standards, consumer confidence, and recognition of the value that qualified financial planning professionals bring to Canadians.

Membership is open to financial planning and retirement planning professionals across Canada, including holders of recognized financial planning and retirement planning designations, individuals pursuing professional credentials, students enrolled in approved financial planning education programs, and others who support the advancement of the profession.

CIFPs advocates on behalf of its members and the broader financial planning community with regulators, policymakers, industry stakeholders, and the public. We work to promote professional excellence, strengthen public trust, and ensure that financial planning professionals are recognized for the important role they play in helping Canadians achieve financial well-being.

Through education, advocacy, and professional development, CIFPs supports a strong, respected, and inclusive financial planning profession — here at home and abroad.

Learn more at www.cifps.ca

Canadian ETF Watch is an independent organization which provides comprehensive market intelligence, news and fundamental research solutions strongly focused on the ETF markets. We are covering the ETF market globally and have launched the first global, high-end exchange traded funds magazine in Canada.

Canadian ETF Watch’s news stories focus intently on educating investors regarding specific offerings, current market trends, sectors, economies, and sentiment about every ETF market we track for our clients. We hope you find this information insightful, intelligent and in time to help you make the most of ETF investing. You will find a wealth of information in our archives, and can search for keywords targeting articles relevant to you. Please feel free to comment on any of these articles, our community appreciates every-one’s views, and outlooks.

Learn more at CanadianETFWatch.com