Thank you to our Gold+ Sponsor
C’Life Inc.
C’Life has been created by people with experience in Canadian life insurance education and training.The company was founded in 2010.
The company is focused on providing continuing education courses to the Canadian financial services industry. Our goal is to be Canada’s leading provider of continuing education (CE) by providing CE that develops and enhances professional competency. Our courses have important knowledge to impart, and each course is a learning experience that adds value to client relationships.
C’Life was very pleased to team up with SeeWhy Learning in 2021 to expand their CE program to the many customers SeeWhy Learning has acquired since the company was formed. C’Life also works with many corporate customers to help them achieve the CE requirements specified by their regulators.
C’Life is privately owned.
The company is focused on providing continuing education courses to the Canadian financial services industry. Our goal is to be Canada’s leading provider of continuing education (CE) by providing CE that develops and enhances professional competency. Our courses have important knowledge to impart, and each course is a learning experience that adds value to client relationships.
C’Life was very pleased to team up with SeeWhy Learning in 2021 to expand their CE program to the many customers SeeWhy Learning has acquired since the company was formed. C’Life also works with many corporate customers to help them achieve the CE requirements specified by their regulators.
C’Life is privately owned.
Thank you to our Gold Sponsor
CIBC Mellon
For more than two decades Canadian institutional investors and global investors into Canada have trusted CIBC Mellon to deliver service, execution and market insights to help them succeed in today's complex environment. Our engaged team of more than 1,700 professionals deliver an array of asset servicing solutions for our clients, built with the technology and market reach of BNY Mellon and the local strength of CIBC.
Thank you to our Gold Sponsor
LTIMindtree
LTI (NSE: LTI) is a global technology consulting and digital solutions Company helping more than 495 clients succeed in a converging world. With operations in 33 countries, we go the extra mile for our clients and accelerate their digital transformation journeys.
Founded in 1997 as a subsidiary of Larsen & Toubro Limited, our unique heritage gives us unrivalled real-world expertise to solve the most complex challenges of enterprises across all industries.
Each day, our team of more than 46,000 LTItes enable our clients to improve the effectiveness of their business and technology operations and deliver value to their customers, employees and shareholders.
Founded in 1997 as a subsidiary of Larsen & Toubro Limited, our unique heritage gives us unrivalled real-world expertise to solve the most complex challenges of enterprises across all industries.
Each day, our team of more than 46,000 LTItes enable our clients to improve the effectiveness of their business and technology operations and deliver value to their customers, employees and shareholders.
Thank you to our Silver Sponsor
Fundata Canada Inc.
Fundata offers a variety of products and services that solve problems in a number of industries and for various businesses. Whether custom or white labeled, Fundata’s team of professionals can customize either solution to client specifications.
Thank you to our Bronze Sponsor
Cannex
CANNEX supports the exchange of pricing information for annuity and bank products across North America. We provide financial institutions with the ability to evaluate and compare various guarantees associated with retirement savings and retirement income products.
The CANNEX Financial Network enables financial institutions to automate the application processing and administration of bank and annuity products in Canada.
Our quantitative research team provides methodologies that help optimize the selection and allocation of annuity and insurance guarantees in support of retirement programs and practices.
Our pricing and analytic services can be deployed to support a variety of processes, including:
Research & Market Intelligence
Financial Planning & Education
Sales & Compliance
Transaction Processing
Product Service & Administration
The CANNEX Financial Network enables financial institutions to automate the application processing and administration of bank and annuity products in Canada.
Our quantitative research team provides methodologies that help optimize the selection and allocation of annuity and insurance guarantees in support of retirement programs and practices.
Our pricing and analytic services can be deployed to support a variety of processes, including:
Research & Market Intelligence
Financial Planning & Education
Sales & Compliance
Transaction Processing
Product Service & Administration
Thank you to our Bronze Sponsor
FundSERV Inc.
Fundserv is the indispensable connectivity hub for the Canadian investment industry. Headquartered in Toronto, we electronically connect Manufacturers, Distributors, and Intermediaries, enabling them to buy, sell, and transfer investment funds. With more than 100 employees, Fundserv serves hundreds of members—executing up to 63 million yearly network transactions—and provides online access to more than 70,000 investment fund products.
Established in 1993, Fundserv is a private corporation that is owned by the industry we serve. Our 10 shareholders are a cross-section of Manufacturers, Distributors, and Service Providers who represent our members.
We operate using a cost-recovery model, meaning any unused profit may be rebated back to our members. In addition to our network and applications, we lead and facilitate industry committees and working groups that promote automation initiatives and establish the industry’s electronic standards.
By ensuring every trade is processed timely, accurately, and securely, Fundserv has rightfully earned a reputation for service excellence—a hallmark of more than 25 years in the investment industry.
Established in 1993, Fundserv is a private corporation that is owned by the industry we serve. Our 10 shareholders are a cross-section of Manufacturers, Distributors, and Service Providers who represent our members.
We operate using a cost-recovery model, meaning any unused profit may be rebated back to our members. In addition to our network and applications, we lead and facilitate industry committees and working groups that promote automation initiatives and establish the industry’s electronic standards.
By ensuring every trade is processed timely, accurately, and securely, Fundserv has rightfully earned a reputation for service excellence—a hallmark of more than 25 years in the investment industry.
Thank you to our Bronze Sponsor
IFDS
With its global headquarters in Toronto, Canada, and offices in Ireland and Luxembourg, International Financial Data Services (IFDS) is a world-leading provider of outsourcing and technology solutions to the financial services industry. IFDS’ technology is used by over 240 financial organizations around the world, enabling solutions to a wide range of global asset managers, wealth managers, banks, and insurance companies. With over 1,700 employees and partners located throughout Canada, Europe, and Asia-Pacific, the IFDS enterprise supports more than 18 million accounts with AUA of over CAD $4 trillion. IFDS is a 50/50 joint venture between Boston-based State Street Corporation, one of the world’s leading providers of financial services to institutional investors, and Connecticut-based SS&C Technologies, a global provider of investment and financial software-enabled services and software for the global financial services and healthcare industries. For more information, visit ifdsgroup.com