Industry Affiliates

CIBC Mellon is a Canadian company exclusively focused on the investment servicing needs of Canadian institutional investors and international institutional investors into Canada on behalf of banks, pension funds, investment funds, corporations, governments, insurance companies, foreign insurance trusts, foundations and global financial institutions whose clients invest in Canada. www.cibcmellon.com

Deloitte, one of Canada's leading professional services firms, provides audit, tax, consulting, and financial advisory services through more than 7,600 people in 56 offices.

EY is a global leader in assurance, tax, transaction and advisory services. Our 167,000 people are united by our shared values, which inspire our people worldwide and guide them to do the right thing, and our commitment to quality, which is embedded in who we are and everything we do.

FundSERV Inc.is a leading provider of electronic business services to the Canadian investment fund industry. Established in 1993, Fundserv is a private company that operates on a cost-recovery basis. We lead and facilitate industry committees and working groups that promote automation initiatives and establish the industry’s electronic standards. Our goal is to reduce time, cost, and risk while improving the ease of doing business, so that our members can focus on what matters most to their business.

HUB Financial is the largest Managing General Agency operating in Canada. We provide our independent advisors extensive sales, product, concept and process training and the most efficient process in the industry. Coupled with our proprietary point of sale tools and software, HUB Financial is the MGA of choice for independent advisors and their clients. We also have a Wealth Management Division and a Group Benefits Solution.

IFDS Canada is the leading provider of fund administration and technology services to the world’s largest fi­nancial institutions. For over 30 years, tier one investment firms and insurance companies have relied on our proven record-keeping solution, comprehensive back office services, innovative workflow, and insightful reporting tools to support growth, reduce risk, leverage technology, and enhance efficiency.

IG Wealth Management is a Canadian leader in providing personal financial planning services, and is dedicated to building lasting client relationships. Our primary objective is to help Canadians plan for financial security by providing quality financial planning advice and products through a network of more than 4000 Consultants. Today, Investors Group serves over one million clients through our dedicated Consultant Network and staff team, working out of hundreds of Financial Planning Centres across Canada. Investors Group offers financial planning, a unique family of mutual funds and a comprehensive range of other investment products and financial services. Through I.G. Insurance Services Inc., our consultants offer a full range of Life, living benefit and group insurance from Canada's leading insurance companies. Investors Group Inc. is a member of the IGM Financial Inc. group of companies.

Audit, Tax and Advisory professionals dedicated to the Insurance Sector KPMG LLP is the Canadian member firm of KPMG International providing audit, tax, and advisory services, with focus on industry. With nearly 94,000 people worldwide, member firms provide audit, tax, and advisory services from 717 cities in 148 countries. Our insurance professionals help clients address issues, including the increasing pressure for regulatory compliance, enhancing the quality of risk and capital management, and improving the efficiency of financial reporting. Our professionals work together to provide clients access to global support, industry insights, and a multidisciplinary range of services.

At LTIMindtree, we are a global leader in transfer agency, fund administration, and asset management software, with a long-standing history in the Canadian investment fund sector. We’ve built a foundation on our strong past through the creation of industry-trusted software products and solutions and an established client base that includes some of Canada’s largest financial institutions. Both our organization and our software products and solutions are considered to be leaders in the transfer agency, asset management, and fund administration processing industries.

Mercer is a leading global provider of consulting, outsourcing and investment services. Mercer works with clients to solve their most complex benefit and human capital issues, designing and helping manage health, retirement and other benefits. It is a leader in benefit outsourcing. Mercer's investment services include investment consulting and multi-manager investment management. Mercer's 18,000 employees are based in more than 40 countries.

Moody’s Analytics offers unique tools and best practices for measuring and managing risk through expertise and experience in credit analysis, economic research and financial risk management to the global financial markets. Moody’s Analytics acquired GGY, developer of AXIS, in March, 2016.

Oliver Wyman provides customized actuarial services and strategic insight. Our exceptional client retention exemplifies our commitment to building strong client relationships. With over 275 professionals in 18 offices, our consultants provide independent, objective advice, combining a broad range of expertise with deep, specialized knowledge of specific risks.

PPI is a dynamic marketer of insurance solutions, offers actuarial, tax and specialized expertise in all aspects of life insurance, and specifically in its design and custom application. Our national resources are delivered locally to support you in the broad Canadian market. The level of dedicated support steps up even further when you are working in the high net-worth market with PPI Advisory.

PwC's Insurance Industry Services practice is a leading provider of professional services to life and property and casualty insurers, reinsurers, and insurance brokers.
We serve as auditors and business advisors to the majority of insurance companies in Canada. We create value for our clients by providing them with actuarial, audit, advisory and tax services, as well as regulatory and risk assessment and IT systems analysis.
Whether you are a life or property and casualty insurer, our professionals can offer you sound business and financial services. We are ready to help you tackle some of the most challenging insurance industry issues.

Strategic Insight is a research firm that specializes in the fact-based measurement and analysis of Canada’s retail financial services and wealth management industry. We focus on competitive intelligence, analysis of key trends and market measurement to identify the most accurate information possible for our clients. Since 1992, Strategic Insight has become a thought leader in financial services by constantly identifying trends and creating benchmarks for the industry to follow. With a staff of over 25 experts dedicated to timely and relevant research, we provide the highest possible value of service and support for our clients every day. Our team constantly challenges the norm and discerns new trends to better define fresh ways of looking at the marketplace. Together, their knowledge, passion and dedication come to life in the data they analyze and interpret.
At Strategic Insight, we provide our clients with a comprehensive assessment of the financial services industry at large. We collect a massive amount of data and translate it into easy-to- understand analysis. The completeness and continuity of our data allows our team to constantly challenge the norm, identify new trends, and introduce new ways of looking at the marketplace

TruStone Financial Inc. (TruStone Financial) is a managing general agency and wholly-owned subsidiary of The Empire Life Insurance Company (Empire Life) formed in 2022 by amalgamating six entities with significant experience in the Canadian financial services marketplace. We are committed to increasing the value of our advisors’ business by cultivating meaningful relationships built on a strong foundation of trust, integrity, and service excellence.

WTW is a leading global professional services company that helps organizations improve performance through effective people, risk and financial management. With 14,000 associates around the world, we offer solutions in the areas of employee benefits, talent management, rewards, and risk and capital management.