Brand Knowledge

About Beneva

Created by the coming together of La Capitale and SSQ Insurance, Beneva is the largest insurance mutual in Canada with more than 3.5 million members and customers. Beneva employs over 5,500 dedicated employees: people looking out for people. Its human approach is rooted in mutualist values that are shared by its employees. With $25.2 billion in assets, Beneva positions itself as a major player in the insurance and financial services industry. Its head office is located in Quebec City.

National Bank Financial – Wealth Management is one of Canada’s largest securities brokerage firms and a solid financial partner for Canadian families. Our mission is to help our clients manage their wealth from generation to generation. Clients and their families can rely on our experienced wealth management professionals for sound, personalized advice that meets their changing needs and helps them achieve their goals.

National Bank Structured Solutions Group (NBSS) specializes in delivering structured investment solutions to institutional, high-net-worth, and retail investors globally.  Since the early 1990s, NBSS has established itself as a leader in structured products, now issuing over 2,000 products annually and setting the benchmark in the Canadian market.  Our numerous prestigious awards highlight our leadership, and underscore our commitment to quality, performance, and exceptional client service.

The Structured Solutions Group is dedicated to providing tailored solutions that adapt to evolving market conditions, aligning with specific investment views and risk tolerances. We offer a comprehensive suite of strategies, providing options for asset class exposure, enhanced diversification, risk management, and opportunities for growth or income generation. Our products range from capital-protected options—whether equity-linked or rate-linked—to non-principal protected notes, ensuring there is a suitable solution for every investor profile. From the bulls to the bears, the risk averse to the daring, and from young investors to retirees, our solutions are crafted to support investors at every stage of their investment journey.

Our goal is to empower investors to achieve their unique financial goals.

RBC iShares ETFs are comprised of RBC ETFs managed by RBC Global Asset Management Inc. and iShares ETFs managed by BlackRock Asset Management Canada Limited. RBC iShares is a strategic alliance formed in 2019 between RBC Global Asset Management and BlackRock Canada. RBC iShares provides the largest suite of ETFs to Canadians, and leverages the combined investment expertise of Canada’s largest asset manager and the world’s largest ETF provider to help advisors build efficient portfolios that meet the needs of their clients.

National Bank Investments Inc. (NBI) is an investment fund management firm committed to offering a full range of diversified investment solutions and services designed to help investors meet their financial goals. Being a reputable top-tier asset manager, our open architecture structure allows us to select first-rate investment talent from top global management firms.

NBI aims to be an accelerator promoting the growth and development of investment solutions and services with the objective of positively impacting the lives of investors. NBI offers the first platform of actively managed solutions based on the UN Sustainable Development Goals in Canada.

TD Asset Management Inc. (TDAM) is a leading asset manager in Canada with an expanding global presence. We offer an extensive suite of innovative solutions designed to provide better risk-adjusted returns and have a long track record of helping investors reach their investment goals. We have been in business for more than three decades, and over that time the investment landscape, investor needs, and our range of offerings have all evolved. What has remained consistent is our focus on quality, our risk management discipline, and our commitment to our clients. TDAM manages assets on behalf of about 3 million retail investors and offers a broadly diversified suite of investment solutions including mutual funds, exchange-traded funds and professionally managed portfolios.  Collectively, TDAM manages C$421 billion in assets as of March 31, 2023.

Desjardins Group is the largest cooperative financial group in North America and the fifth largest in the world, with assets of $422.9 billion as of December 31, 2023. It has been named one of Canada’s Best Employers by Forbes magazine and by Mediacorp. To meet the diverse needs of its members and clients, Desjardins offers a full range of products and services to individuals and businesses through its extensive distribution network, its online platforms, and its subsidiaries across Canada. Ranked among the world’s strongest banks according to The Banker magazine, Desjardins has one of the highest capital ratios and one of the highest credit ratings in the industry.

EQ Bank is powered by Equitable Bank, Canada’s Challenger Bank™. Founded over 50 years ago, Equitable manages more than $74.1B in assets and has grown to become the country’s seventh largest independent Schedule I bank serving more than a quarter million Canadians by providing diversified personal and commercial banking services.

Launched in 2016 as Canada’s first-born digital bank, EQ Bank has more than $8 billion in deposits and is committed to bringing smarter banking solutions to Canadians.

Skyline Wealth Management Inc. (“Skyline Wealth”) is a boutique investment dealer offering a shelf of privately owned and managed alternative investment products. We provide access to investments that are generally de-correlated from the public markets and are driven by the underlying asset value. By only offering private alternative investments, Skyline Wealth has provided investors with historically stable investment performance while realizing potential tax-efficiency.

Skyline’s Alternative Private Investments; An Investment Your Client Will Thank You For.

CIBC Asset Management is the asset management subsidiary of CIBC. We provide a wide range of high-quality investment management services and solutions to retail and institutional investors. Our offerings include: a comprehensive platform of mutual funds, strategic managed portfolio solutions, discretionary investment management services for high-net-worth individuals, and institutional portfolio management.

At CIBC Asset Management, we believe that every investment solution begins with research and rigour. We specialize in a variety of investment solutions such as equities, fixed income, currency management, liability-driven investments, asset allocation, and responsible investments.

Across a spectrum of investment solutions, we commit to robust research. Dedicated sector and regional analysts focus on industry research and security-specific idea generation. Our investment professionals leverage deep and diverse expertise by sharing proprietary research across asset-class teams. By sharing insight across asset class teams, we maximize opportunities to add value to our client portfolios.

Croesus has been providing wealth management solutions since 1987. Currently, more than 15,000 investment professionals use its solutions to manage $1.7 trillion in assets. Croesus offers an evolving platform that provides portfolio management, portofolio rebalancing and an API library.

We are a bank with a human touch that stands out for its bold approach, entrepreneurial spirit, and passion for people. Since we began in 1859, we’ve been here to make a positive impact on people’s lives. Our strategy? Building long-term relationships with our clients, teams, shareholders, and our community.

We’re Canada’s 6th largest bank and the leading one in Quebec. We offer a full range of financial services for individuals, businesses, and clients with specific needs, both domestically and internationally. We also offer a wide range of banking and insurance services as well as innovative investment and wealth management solutions.