OUR CORE VALUESThe vision, boldness, and entrepreneurial spirit upon which Purpose was founded are core to how we manage our business. As we continue to grow and evolve, it is our values that anchor us, remind us of what we are striving to achieve, and from where we draw our inspiration. Our goal is to always be innovative to make investing simple, intuitive, and cheaper for all investors. In other words, the kind of investing experience we want for ourselves.OUR CLIENT Our investors and advisors are the cornerstone of our success and are at the forefront of everything we do.Our clients benefit from our innovative thinking, imaginative development and thoughtful leadership to improve investing for all investors alike, large or small.Our success is built upon strong relationships, deep understanding of client needs, and a relentless pursuit of the best client experience and outcomes.YOUR EXPERIENCEWe do not settle for anything less than excellence across our company.We have the honesty to admit when we are wrong, and have the courage to change. We are committed to delivering the best quality service and experience to our investors and advisors, responding to our client’s urgent needs immediately.OUR PEOPLEWe are a team of passionate people, motivated by our mission to make investing for Canadians both better and cheaper. Our culture inspires our employees to always think and act like owners.

Blackrock is trusted to manage more money than other investment firm*, and our business is investing on behalf of our clients, from large institutions to the parents and grandparents, the doctors and teachers who entrust their savings to us.We work only for our clients - period. Our promise is to offer them insight about what to do with their money and the products and services that can help them plan for a better financial future.That's why companies, institutions and global gouvernements come to us for help meeting their biggest financial challenges.Responsible for delivering iShares value proposition to IIROC advisors in Montréal and Atlantic provinces.* Based on $4.6 trillion assets under management as of 12/31/2015.

Manulife Financial Corporation is a leading international financial services group providing forward-thinking solutions to help people with their big financial decisions. They provide financial advice, insurance and wealth and asset management solutions for individuals, groups and institutions. Assets under management approx $935 billion. Their principal operations are in Asia, Canada and the United States where they served customers for more than 100 years.Responsible for promoting Manulife mutual funds, segregated funds in Old Montreal and South Shore Area. Helping dealerships and IIROC and MFDA advisors with solutions to grow their business through prospecting, best practices around growing a business, marketing strategies, how to be an elite advisor, etc.

Fidelity Canada manages a total of $111 billion in mutual fund and institutional assets. Fidelity Canada provides Canadian investors with a full range of domestic, international and income-oriented mutual funds, as well as asset allocation and managed solutions and a high net-worth program. Fidelity funds are available through a number of advice-based distribution channels, including financial planners, investment dealers, banks and insurance companies.Responsible for influencing and selling Fidelity mutual funds to IIROC and MFDA advisors in Montréal and Québec city area.