Fidelity Investments Canada ULC

Open Access is a Canadian-owned independent group retirement plans provider, dedicated to helping employees achieve financial security for over two decades. They offer expert-managed plans that are easy to understand and administer, managed by professional portfolio managers for optimal outcomes. Their members-first mission ensures good governance, communication, and education, with a focus on transparency and personalized service. Open Access offers competitive fees and strong risk-adjusted returns to help employees grow their retirement assets, all while ensuring security and transparency in their operations. As a Canadian fiduciary retirement plan provider, Open Access operates with no conflict of interest, offering a range of services from plan evaluation to seamless transitions. Their personalized approach and commitment to member satisfaction make them a trustworthy partner in preparing employees for retirement. Generated from the website content

Middlefield Group, based in Toronto, Canada, is a privately owned independent equity income specialist with a solid reputation for managing portfolios to identify high-quality global companies that deliver significant and stable cash flows. With over 40 years of experience, the firm offers a diversified range of investment solutions, including ETFs, mutual funds, closed-end funds, split-share funds, and flow-through LPs, tailored to meet the needs of institutional, professional, and individual investors. The company's award-winning funds focus on various market sectors, including real estate, healthcare, innovation, sustainability, infrastructure, and energy, consistently seeking to provide high income and stable returns despite fluctuating market conditions. Middlefield is recognized for its commitment to putting investors first, continuously innovating to achieve competitive risk-adjusted returns and maintaining a trusted partnership with clients across Canada, the UK, and Europe. Generated from the website

We are a family-owned, family-run business – always have been. Sentry was founded by John F. Driscoll, a passionate, industrious entrepreneur, who was driven by the goal of helping Canadians achieve their investment goals.