The Bermuda Business Development Agency (BDA) encourages direct investment and helps international companies start up, re-locate or expand their business in Bermuda. An independent, public-private partnership, we connect prospective business to industry professionals, regulatory officials, and key contacts in the Bermuda government to facilitate jurisdictional decision-making. Daily flights between Bermuda and gateway cities, and the Island’s location between North America and Europe makes it an ideal base for companies serving global markets. Bermuda is a top-tier international financial centre, thanks to its highly respected reputation, business-friendly regulation, tax-neutral status, political stability, sophisticated infrastructure, world-class workforce and access to capital, legal, audit, banking and IT service-providers.

Notably, Bermuda is a leader on global tax-transparency and compliance issues, currently holding multi-lateral treaties with 83 G20 nations and tax information exchange agreements (TIEAs) with 41 countries, including the US, UK and Canada. The BDA welcomes those who invest in Bermuda. Our Concierge team works closely with you to get your business off the ground quickly and make doing business in Bermuda beneficial and straightforward. To learn more about Bermuda as a blue-chip financial centre or connect with a BDA representative, go to our website,


Mackenzie Investments was founded in 1967, and is a leading investment management firm providing investment advisory and related services. With $128.6 billion in assets under management as of June 30, 2018, Mackenzie Investments distributes its investment services through multiple distribution channels to both retail and institutional investors. Mackenzie Investments is a member of the IGM Financial Inc. (TSX: IGM) group of companies. IGM Financial is one of Canada's premier financial services companies with $159.1 billion in total assets under management as of June 30, 2018. For more information, visit


CIFP has been involved in the delivery of high quality financial planning education to Canadian financial planners since 1972. Currently, CIFP offers educational programs in financial planning, retirement planning, and delivers customized financial education and training programs to many organizations in the financial services industry.
Additionally, CIFP through its CIFPs Retirement Institute is the licensing body for the Registered Retirement Consultant (RRC®) and Registered Financial & Retirement Advisor (RFRA®) designations. These designations are supported by a rigorous educational program of study and examination, work experience, annual continuing education, code of conduct & ethics, and standards of practice. Over 3,000 RRCs are currently licensed to provide the pre and post retirement, and life style planning needs of Canadians. CIFP, through its 724learning.Net, provides IT consulting services to a variety organizations with specialization in financial services.


  Home Trust offers Canadians a wide range of financial product and service alternatives, including mortgages, Visa cards, deposits and retail credit services. We focus primarily on a unique segment of the Canadian marketplace: consumers who do not have traditional credit backgrounds and whose specific needs are not met by larger financial institutions. We cater to self-employed entrepreneurs, people with past credit issues and borrowers with equity in their property who do not qualify due to lack of provable income or little credit history.
Home Trust is a federally regulated trust company carrying on business across Canada. Originally incorporated in Ontario in 1977 as Home Savings and Loan Corporation, the Company was continued under the Trust and Loan Companies Act (Canada)on March 9, 2000. In October 2015, CFF Bank was welcomed to the Home Trust family and renamed Home Bank in August 2016. Both Home Trust Company and Home Bank are separate members of the Canada Deposit Insurance Corporation. Home Trust is a member of VISA Canada.
With offices across the country from Halifax to Vancouver, and our head office in downtown Toronto, we are able to offer Canadians the alternative financial solutions they need. Whether it’s helping you to buy your first home, consolidate higher-interest loans and credit cards to save you money, or renovate your dream house, we’ve got the flexible alternative solutions to help you meet your goals.

  Northern Coast Strategic Fund (“NCSF”) is an asset-backed, fixed income issue designed to be a “strategic” portfolio diversification tool. The fund’s residential-only, single-family-only, non-GTA mortgage strategy is ideal for investors looking to diversify an existing real estate portfolio, and NCSF’s 8% fixed interest rate is paid monthly to meet an investor’s need for regular cash flow. Northern Coast’s “manage the manager” strategy gives investors the best of two Worlds: proven Asset Managers to balance risk and return, and an investor-centric structure to maximise yield and liquidity. As such, NCSF’s mortgage origination and administration is overseen by Blackhawk Consulting (arm’s length to NCSF), with a proven CAD$300 million in mortgage administration in the past 12 years. Each mortgage is further vetted and ultimately approved by our internal Risk Manager, Daryl Ching, CFA. NCSF Series “A” Bonds (Fundserv: RBS-401) are available to all investors under applicable O/M exemptions, and NCSF Series “A” Preferred Shares are available to qualified accredited investors who require a more tax friendly structure and a more generous 10% yield. NCSF has no management fees, and commissions are paid by Northern Coast, not investors.


Coincapital strives to be the leader in technology investing by providing our clients with a broad suite of investment offerings related to growth and emerging technologies, including blockchain, cryptocurrencies, and other related themes.
There is a strong appetite for investors to access growth in the technology sector but not enough specialized/niche offerings available to them. It is our mission to deliver superior, diversified access to emerging technology corporations, cryptocurrencies, and blockchain-related companies.



First Block Capital is Canada’s first fully regulated PM, IFM and EMD crypto investment firm. FBC provides a diversified on-ramp for exposure to the digital currency asset class. Our investment interests range across the cryptocurrency and blockchain space, facilitating direct investment in cryptocurrency itself and investment in companies creating, implementing and adopting blockchain solutions. They facilitate investor access to a variety of blockchain investment strategies. Products include Canada’s first Bitcoin Trust, ETFs and direct exposure to the top 10 cryptocurrencies through regulated hedge fund platforms.

The company was founded by technology entrepreneurs committed to helping investors capture the value to be derived from the disruptive technologies built on Blockchain technology. Their diverse team consists of people with a variety of professional backgrounds including technology, finance and compliance. In addition, FBC leverages the expertise of external partners to help identify new opportunities for investment and growth. First Block Capital facilitates investor access to a variety of blockchain investment strategies. Products include Canada’s first Bitcoin Trust, ETFs and direct exposure to the top 10 cryptocurrencies through regulated hedge fund platforms.


  IFSE Institute (“IFSE”) provides a world of exciting possibilities in distance learning. Specializing in mutual funds, insurance, exempt market, ETF and continuing education, IFSE is the leader in its field. Wholly owned by the Investment Funds Institute of Canada (IFIC) , IFSE has been providing financial services education to professionals and organizations for more than 40 years. Please come and visit us at our booth to ask us about our new Exchange-traded Funds Course (approved for 15 FPSC credits as well as Accredited for 15 hours of IIROC Compliance CE).


Old Kent Road Financial (OKR) specializes in providing bridge financing to small and mid-sized enterprises across Canada. Our non-dilutive financial solutions help companies manage their cash flow needs and let them focus on growing their business without giving up control.
OKR was created to address a significant lack of alternatives for companies looking for financing secured against Canadian Federal and/or Provincial government loans, tax credits or grants. OKR predominantly finances companies who have applied or qualified for Scientific Research and Experimental Development (SR&ED) tax credits however we finance other programs including:
• Scientific Research and Experimental Development (SR&ED)

• Southern Interior Development Trust (SIDIT)

• Strategic Innovation Fund (SIF)

• Interactive Digital Media Credit (IDMC)

• Canada Media Fund (CMF) • Western Innovation Initiative (WINN)

• Sustainable Development Technology Canada (SDTC)

• Industrial Research Assistance Program (IRAP)

• Build In Canada Innovation (BICI)

"The OKR Financial family of funds will collectively have up to $90 million under management by end of 2019 with the launch of a our parallel equity fund we can offer a range of finance solutions to Canadian Entrepreneurs"

To find out more, visit our website or email us at This email address is being protected from spambots. You need JavaScript enabled to view it..


  SGGG Fund Services Inc. is a financial services provider that has delivered third-party administration services, solutions and expertise to asset managers since 1997. Our comprehensive services are seamless and integrated with our clients’ operations, and our commitment to helping partners reach their goals has gained us the position as Canada’s largest administrator of alternative investment products. Through our Toronto head office, our offshore affiliate offices in Cayman and Malta, and our proprietary affiliate portfolio management systems technology named AlphaDesk, we can provide immediate and total administrative solutions for any type and size of asset manager, at any phase of development. Drawing upon the depth of talent and breadth of experience of our 110 employees, we have developed a sophisticated understanding of our clients’ needs. SGGG Fund Services Inc. is a true administrative partner that allows its clients to focus on managing their portfolios. Our mission is to provide unparalleled service and support by investing in the continuous development of our people, technology and partnerships.

As an industry pioneer, State Street Global Advisors created the first US listed ETF in 1993. Since then, each new member of the SPDR ETF family has been built to reflect our intimate knowledge of the ETF market. We believe ETFs are about finding simple solutions to help meet investors’ needs. Out ETFs seek to provide a transparent way to access specific markets. Assets under management were CAD $3.485 trillion as of December 31, 2017 with respect to which State Street Global Advisors Fund Distributors (“SSGA FD”; US Fund Distributor) serves as the marketing agent; SSGA FD and State Street Global Advisors are affiliated.


Founded in 1987 Fundata Canada Inc. began by collecting and distributing investment fund pricing to local newspapers and businesses.
Over the past three decades Fundata has evolved into a multi-national data distributor and investment fund data and analytics company. The information we provide currently reaches over 80,000 advisors, millions of investors, and scores of institutions every day through our network of newspapers, web and corporate clients across North America.
Today, Fundata offers a variety of products and services that solve problems in a number of industries and for various businesses. Whether custom or white labeled, Fundata’s team of professionals can customize either solution to client specifications.
Trust the industry’s most comprehensive and robust investment fund database backed by a professional team of analysts, developers and client service representatives to be your long term business partner.





National Post features comprehensive coverage from across the country and around the world, delivered with a distinctly Canadian voice. Every issue includes the Financial Post: Canada’s Business Voice, where business and investing news break from the pack, helping you to make smarter decisions about your portfolio, business and financial life. Financial Post covers the important news in a timely manner, with unique perspectives and an emphasis on what it means and why it matters. Financial Post Magazine, Canada’s #1 Business Magazine, analyzes the issues, companies and business leaders that are shaping the economy and Canadians’ lives. From in-depth profiles to thought-provoking features on the latest trends. Financial Post Magazine covers the country’s business community like no other.


  Wealth Professional Magazine is Canada’s definitive source of news, opinion and analysis for today’s sophisticated financial planning and advice professionals. Delivered exclusively online to Canada’s financial planners and advice community, Wealth Professional provides a real-time web service that keeps time-poor advisers up to date with the latest breaking news, cutting-edge opinion, and expert analysis affecting both their business, and their industry.
Wealth Professional is published by Key Media- a fast-growing, independently owned group of B2B media companies. It uses multi-platform business intelligence and content to put buyers and sellers together across six key verticals in six worldwide markets.

  Get the Fresh Lowdown on Alternative-Investment Activities Every week, Hedge Fund Alert delivers the early intelligence you need to anticipate money-making openings in the fund-management arena. The newsletter tells you what tight-lipped fund managers don’t want you to know. It also uncovers the secret moves of investors and other industry players. See for yourself -- sign up for a 3-week FREE trial subscription to Hedge Fund Alert. Start your free trial at, or call 201-659-1700.

  Jobs In ETFs is the world’s first ETF career platform and specialized recruitment provider used by industry professionals globally to obtain access to some of the most exciting jobs within the ETF ecosystem and to confidentially connect with top ETF employers.
Professionals are welcomed to showcase their profile and expertise while keeping up to date with industry news & events, people moves and inspiring interviews with some of the most accomplished ETF people. Employers can customize their profiles, create exciting campaigns to attract talent and present their services.
Visit our flagship website to see who is hiring, follow companies and access career-specific content and exclusive interviews.

  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.

  Canadian Hedge Watch is an educational organization whose mission is to promote the alternative investments industry in Canada and provide informational access to the Canadian marketplace through our website, seminars, forums, conferences, research and analytical tools, the HedgeWatch Monthly Report and our Hedge Fund Quarterly Industry Report.


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