Eckler Ltd. / Eckler ltée

At Eckler, we are driven by our purpose to care and to do right by people so that together we can achieve a brighter, more secure future. It’s just one of the reasons Eckler has been recognized as one of Canada’s Most Admired Corporate Cultures. Our origins go back to 1927, making us one of Canada’s first actuarial practices. Owned and operated by our active principals, we are a mid-sized company with offices located across Canada and the Caribbean. We have evolved from a strictly actuarial practice to a fully integrated consulting practice spanning a range of services including Insurance, Pensions and Benefits, Investment, Compensation, Communications, and Technology consulting. Independently owned and operated, our advice is impartial and our clients’ needs always come first. Our mission is simple: deliver best-in-class consulting services. // Chez Eckler, nous sommes motivés par notre objectif de faire preuve de bonne volonté et à agir dans l’intérêt des gens de sorte à créer, ensemble, un avenir radieux et plus sûr. C'est l'une des raisons pour lesquelles Eckler a été reconnue comme l'une des cultures d'entreprise les plus admirées au Canada. Nos origines remontent à 1927, ce qui fait de nous l'un des premiers cabinets d'actuaires au Canada. Détenue et exploitée par ses dirigeants actifs, Eckler est une entreprise de taille moyenne dont les bureaux sont situés partout au Canada et dans les Caraïbes. Nous avons évolué d'une pratique strictement actuarielle à une pratique de consultation entièrement intégrée couvrant une gamme de services, y compris l'assurance, les régimes de retraite et les avantages sociaux, l'investissement, la rémunération, les communications et la consultation en matière de technologie. Détenus et exploités de manière indépendante, nos conseils sont impartiaux et les besoins de nos clients sont toujours prioritaires. Notre mission est simple : fournir les meilleurs services-conseils.

Fengate Asset Management

Fengate is a leading investment firm specializing in real assets, with a focus on infrastructure, private equity and real estate. With 250 team members across Canada and the U.S., Fengate leverages 50 years of entrepreneurial experience to deliver excellent investment results on behalf of its clients. The firm has been recognized as one of Canada’s Best Managed Companies since 2007 and as part of Waterstone Human Capital’s Canada’s Most Admired Corporate Cultures™. Fengate has been certified as a Great Place to Work® and was named one of Canada’s Best Workplaces™ and one of Canada’s Best Workplaces for Women, for Inclusion, for Mental Wellness, for Today’s Youth, for Professional Development and more. In January 2022, the firm became a signatory for the Institutional Limited Partners Association (ILPA) Diversity in Action initiative.

CAAT Pension Plan

CAAT Pension Plan provides workplaces with lifetime retirement income plans for employees. We are an industry-leading innovator in helping more Canadian workplaces and their employees participate in a sustainable pension plan. Seen as one of the most successful plans in Canada, CAAT is highly respected for its successful investment program, pension management expertise and strong governance structure. The CAAT Plan is funded at 124% with a funding reserve of $5.3B and $20.1B in assets under management as of January 1, 2024. We have 94,500 members in our Plan and 370 participating employers, and we’re growing! What’s different about CAAT? We are a highly engaged team of passionate and dedicated professionals who believe in our mission to improve the financial security of our members in their retirement. We are committed to our core belief in the power and efficiency of a jointly governed, multi-employer defined benefit pension plan. We offer the pension benefits Canadians want and are more sustainable and efficient than single-employer pension plans. We are award winning! We have been recognized as a top employer and recipient of: Greater Toronto’s Top Employers 2020, 2021, 2022, 2023, 2024 and 2025; Canada’s Most Admired Corporate Cultures 2020, 2021, 2022, and 2023; Kudos' Best Culture Leader 2021, 2022, 2023, and 2024; and Canadian HR Reporter’s Best Places to Work 2021 and 2024 and 5-Star Rewards & Recognition 2022 and 2023. Our success is built on shared governance by members and employers, and its collective focus on benefit security, stable contributions, and fair treatment of all members. With our DBplus pension plan design, we make it easy for employees and their employers to be part of a plan that provides secure lifetime pensions. As CAATsters, we have fun together and give back to our community!

rbc wealth management, royal trust

RBC Royal Trust has been serving Canadians since 1899. We provide individuals, families and businesses with valuable estate, trust and incapacity solutions tailored to their specific needs. Our clients are often dealing with unique and complex issues, and want a personal relationship with a skilled advisor who can deliver tailored, thoughtful solutions. Our team is comprised of specialized and experienced professionals including legal counsel, accountants and other specialists with years of estate and trust experience. We are extremely proud to be the first Canadian firm awarded ‘Platinum’ status, the industry’s highest level of technical accreditation, by the STEP Employer Partnership Programme. This demonstrates our commitment to providing a premiere level of service and expertise to clients. We are an exceptionally strong professional trust services firm, supported by the strength, stability and resources of RBC®, one of Canada’s largest banks. We offer our clients: • Guidance through life events and times of transition with expertise, empathy and efficiency • Compassion and understanding of the family’s experience • Peace of mind knowing that there is stability and continuity to the long-term relationship with beneficiaries • Assistance in the preservation, management and transfer of wealth between generations by providing solutions to implement clients’ estate and trust plans • Financial security to Canadians who require assistance in the management of their affairs as they grow older RBC Royal Trust is part of RBC Wealth Management, a business segment of RBC (RY on TSX and NYSE). The brand name RBC Royal Trust is used by the Royal Trust Corporation of Canada and The Royal Trust Company. For information about our legal terms of use, please visit www.rbc.com/legal/#social_media.

echelon wealth partners

We’re a leading independent, Canadian-owned and operated wealth management and capital markets firm, known for our client-centered approach and entrepreneurial spirit. Echelon is a compelling option for investors seeking unbiased investment solutions, professional management and unparalleled service. We aim to build lifetime relationships and deliver superior service. Our financial professionals have the freedom to offer truly independent investment advice, always putting their clients’ needs first. We are also a growing firm, with approximately $6 billion in assets under administration and management. We service clients across Canada from our offices in Toronto, Oakville, Ottawa, London, Montreal, Vancouver, Calgary, Victoria Saskatoon, and Edmonton.