ScotiaMcLeod Competitors

Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. Fidelity’s strength comes from the scale of our diversified, market-leading financial services businesses that serve individuals, families, employers, wealth management firms, and institutions. With assets under administration of $15.0 trillion, including discretionary assets of $5.9 trillion as of March 31, 2025, we focus on meeting the unique needs of a broad and growing customer base. Privately held for 78 years, Fidelity employs more than 77,000 associates across the United States, Ireland, and India. For our Terms and Conditions, please visit http://go.fidelity.com/LIterms

We know what’s most important to you — attaining your personal goals, helping your family thrive, and leaving a meaningful legacy — so we help you manage your wealth in a way that reflects your unique values and aspirations. Because we believe, as you do, that the greatest returns are realized when you grow more than wealth. RBC Wealth Management has provided trusted advice and wealth management solutions to individuals, families and institutions for more than a century. As part of Royal Bank of Canada (RBC), Canada’s largest bank and a leading global bank, we serve the needs of high net worth and institutional clients worldwide through private banking, credit, investment management, asset management, estate and trust and other services. By offering the breadth of our global reach, our deep capabilities, and an integrated team of experts, we aim to bring the best possible solutions to our clients. RBC Wealth Management is a business name used by various affiliates of Royal Bank of Canada and in Canada, includes RBC Dominion Securities Inc.*, RBC Phillips, Hager & North Investment Counsel Inc., RBC Global Asset Management Inc., Royal Trust Corporation of Canada and The Royal Trust Company. *Member – Canadian Investor Protection Fund. Each of these companies, their affiliates and Royal Bank of Canada are separate corporate entities which are affiliated. In the United States, securities are offered through RBC Wealth Management, a division of RBC Capital Markets, LLC, a wholly owned subsidiary of the Royal Bank of Canada. Member NYSE/FINRA/SIPC. The information provided on this page is for general purposes only and does not constitute financial or legal advice. Please consult with your own professional advisor to discuss your specific financial needs. For information about our legal terms of use, please visit www.rbc.com/legal/#social_media

Founded in 1914, Merrill is one of the largest wealth management businesses in the world. Merrill financial advisors combine financial knowledge and experience with a deep understanding of their clients’ needs to help their clients pursue the lives they want. With a deep commitment to placing their clients' interests first, Merrill financial advisors draw upon the investment insights of Merrill and the banking insights of Bank of America to unlock opportunities tailored to their clients’ needs in many areas of their financial lives. The strategies our financial advisors offer go beyond investment management to include college savings strategies, retirement planning, eldercare, philanthropy, estate planning services, small business services, and access to cash management & banking strategies. Any opinions, views, statements, estimates or projections ("posts") posted on this web page are solely those of the author(s). Merrill Lynch Global Wealth Management is part of Bank of America Corporation's Global Wealth & Investment Management business. Additional Terms, Conditions & Disclaimers found here: https://www.ml.com/social-media/merrill-lynch-on-twitter.html Disclaimer The site is maintained by a third party that has no affiliation with Merrill Lynch, Pierce, Fenner & Smith Incorporated ("MLPF&S" or "Merrill"). The recommendations posted to this page by or about Merrill employees, are not endorsed by, and may not represent the views. This material is not intended to constitute a recommendation, offer or solicitation for the purchase or sale of any security financial instrument. or strategy. Always consult with your independent attorney, tax advisor, investment managers, and insurance agent for final recommendations and before changing or implementing any financial, tax, or estate planning strategy. Bank of America Linkedin Community Guidelines: http://about.bankofamerica.com/en-us/social-media/linkedin-communityguidelines.html