Tangerine Bank is a digital bank that delivers simplified everyday banking to Canadians. With over 2 million Clients and close to $40 billion in total assets, it’s one of Canada’s leading digital banks. Tangerine Bank offers banking that’s flexible and accessible, products and services that are innovative, fair fees and award-winning Client service. From Savings Accounts to no-fee daily Chequing, Credit Cards, GICs, RSPs, TFSAs, Mortgages, lending products and Investment Funds through its subsidiary, Tangerine Investment Funds Limited, Tangerine Bank has the everyday banking products Canadians need. With over 1,000 employees in Canada, the bank’s presence spans its website and Mobile Banking app to its 24/7 Contact Centres and Toronto-based head office. Tangerine Bank was launched as ING DIRECT Canada in 1997. In 2012 Tangerine was acquired by Scotiabank, and operates independently as a wholly-owned subsidiary.

Aviso Wealth

Aviso Wealth is a national, integrated financial services company serving the wealth management needs of virtually all of Canada’s credit unions as well as a range of independent financial organizations. With over $60 billion in assets, we provide a comprehensive, integrated suite of wealth solutions that empower Canadians’ to achieve financial well-being, and allow our partners to offer an outstanding wealth management experience to their members and clients.

Aviso is a new company, but one with decades of experience, and notable strengths in all areas of wealth management. It unites the talents and resources of three successful, industry-leading firms: Credential Financial, Qtrade Financial Group, and NEI Investments.


Founded on October 12, 1999, FÉRIQUE Fund Management (www.ferique.com) is the manager of the FÉRIQUE Funds, launched in 1974 by the Ordre des ingénieurs du Québec. It is the only non- profit mutual fund company in Canada whose sole purpose is to serve the interests of engineers, engineering graduates and their families. The firm offers 10 mutual funds and 5 portfolios diversified across all asset classes. The management of the Funds is entrusted to renowned investment firms, handpicked by FÉRIQUE Fund Management based on their asset class expertise. FÉRIQUE Funds have more than $2.8 billion in assets under management and close to 22,000 unitholders as of March 31, 2019.

Cash Management Group | Canaccord Genuity

The Cash Management Group was established in 1999 and joined Canaccord Genuity Corp. in 2018. We specialize in providing investment management services for municipalities, schools, not-for-profits and other publicly-funded organizations across Canada. Our group manages $2.5 billion in assets and our clients trust us to provide the best advice for their portfolio.

As part of Canaccord Genuity, we operate as a fully independent firm and have developed the largest network of institutional cash deposits in the country. With over 45 banks, credit unions and trust companies on our platform, we provide our clients with diversification and consistently competitive rates. Our group’s dedication to service, advice and performance ensures that you have a simplified and positive experience. The Cash Management Group is a proud to be a Supporting Member of the RIA since 2015 and offer responsible investment advice and investment options.

iA Wealth

iA Wealth is a division of Industrial Alliance Insurance and Financial Services Inc., one of the largest insurance and wealth management companies in Canada. iA Clarington Investments, offers a wide range of high-conviction, actively managed mutual funds and portfolios, including a full suite of responsible investment solutions. iA Wealth provides a full range of financial advisory and wealth management services to Canadian investors through iA Private Wealth, and Investia Financial Services. iA Wealth strives to be the leader in creating and preserving wealth for individual Canadians working with independent advisors.

CIBC Wood Gundy

A premier provider of wealth management services, CIBC Wood Gundy has a distinguished heritage of helping investors achieve their goals.

Desjardins Group

Desjardins Group is the largest integrated cooperative financial group in Canada. Our mission is to contribute to improving the economic and social well-being of people and communities within the compatible limits of its field of activity.

Forerunners in terms of responsible investing (RI), Desjardins offers a range of investment products made up of securities selected based on specific environmental, social and governance criteria.

IG Wealth Management

IG Wealth Management is a leading provider of comprehensive, personal financial planning and wealth management through its network of Consultants to over one million individuals, families and business owners in Canada.

Vancity Credit Union

Vancity is a values-based financial co-operative serving the needs of its member-owners. As Canada’s largest community credit union, Vancity uses its assets to help improve the financial well-being of its members while at the same time helping to develop healthy communities that are socially, economically and environmentally sustainable. They offer responsible investment term deposits, mutual funds and separately managed accounts.