| Tracing its roots back more than 50 years, Dynamic Funds is the award-winning mutual fund brand of GCIC Ltd., a wholly-owned subsidiary of The Bank of Nova Scotia. It offers a wide range of wealth management solutions through financial advisors, including mutual funds and hedge funds, the portfolio solutions of the Marquis Investment Program and the high net worth investment counsel of DundeeWealth Investment Counsel. With a team of industry-leading portfolio managers and more than 80 funds available, Dynamic Funds offers a diverse range of investment solutions.
| Manulife Financial is a leading Canada-based financial services group with principal operations in Asia, Canada and the United States. In 2012, we celebrate 125 years of providing clients strong, reliable, trustworthy and forward-thinking solutions for their most significant financial decisions. Our international network of employees, agents and distribution partners offers financial protection and wealth management products and services to millions of clients. We also provide asset management services to institutional customers. Funds under management by Manulife Financial and its subsidiaries were C$514 billion (US$504 billion) as at June 30, 2012. The Company operates as Manulife Financial in Canada and Asia and primarily as John Hancock in the United States.
Manulife Financial Corporation trades as ‘MFC’ on the TSX, NYSE and PSE, and under ‘945’ on the SEHK. Manulife Financial can be found on the Internet at manulife.com.
| Brandes Investment Partners & Co. (Brandes Canada) is the Toronto-based manager of the Brandes Funds and affiliate of Brandes Investment Partners, L.P., of San Diego CA, (Brandes) which is a sub-advisor to the Brandes Funds. Brandes is a leading global investment advisory firm, managing assets for institutional and private clients worldwide, including assets for Canadians in separate accounts for institutional, wrap, private client investors and through Brandes Canada's family of mutual funds.
Brandes applies a value-oriented approach to security selection pioneered by Benjamin Graham and David Dodd to identify investment opportunities within a long-term context, in all market conditions. Among the first investment firms to emphasize a global perspective to value investing, Brandes offers a variety of global, international, U.S. and Canadian equity portfolios.
| Investment Executive is Canada's newspaper for financial advisors. IE offers insightful, hard-hitting news and analysis for financial professionals — stockbrokers, financial planners, insurance representatives, personal bankers and mutual fund salespeople. IE is read by more than 100,000 Canadian financial professionals. Up to the minute industry news is available on www.investmentexecutive.com. You can also subscribe to our daily email service, which gives a summary of recent financial industry news. IE is also available as a Smart Edition. You can sign up to be notified when the next issue is available at www.investmentexecutive.com To sign up for any of our services, simply visit www.investmentexecutive.com/subscribe
| At Accretive Advisor, our mission is to redefine the relationship between investors and their financial advisors. We do that by providing the resources and facilities that enable Advisors who are serious about their business and Investors who are serious about their money, to find each other.
Through our combined 70 years in the financial services industry, we have seen the great things that happen when an Investor and an Advisor share high levels of trust and confidence. When they share such core motivations as investment philosophy, communication style and personality, an accretive relationship is forged – working together to get more.
We enable Investors to better understand themselves and what it is they are looking for in an investment professional, by providing tangible and actionable information and guidance.
We help great advisors build great businesses by providing them with practice management knowledge and tools that help them better understand the drivers of their business and how to engage with their clients on a much deeper level. Through innovative marketing, we help advisors spread their story to people who might otherwise not hear it.
The Elite Advisor ProgramTM recognizes excellence among those advisors who have demonstrated high levels of professionalism and a reputation for exceeding their clients’ expectations.
| Vanguard is one of the world’s largest investment management companies, providing investments, services, and practice management solutions to help financial advisors build their practices and serve their clients. As of December 31, 2011, global assets under management totalled more than $1.8 trillion, including more than $183 billion in low-cost ETFs. Vanguard Investments Canada Inc. launched six core ETFs on Toronto Stock Exchange in December 2011.
| CI has been managing money since 1965, and today we are one of Canada’s largest investment managers with $75 billion in assets under management. More than 1.7 million Canadians have entrusted us with their savings. CI has experienced strong growth over the years, as we have evolved and innovated to meet the increasingly diverse and complex needs of Canadian investors.
Since 2007, CI funds have received 24 Lipper Fund Awards, which honours funds that have excelled in delivering consistently strong risk-adjusted performance, relative to peers.