Caldwell Securities Ltd.

Brian McCreery is President of Caldwell Insurance Services Ltd. His areas of focus include investment management, group benefit plans, life and living benefit insurance, and financial planning. He also works with registered savings and investment vehicles such as RRSPs, DPSPs, TFSAs, RESPs, segregated funds, annuities, and individual pension plans, as well as travel insurance.

Chris Coderre is a Portfolio Manager, Vice President, and Investment Advisor at Caldwell Securities Ltd. He has more than 30 years of experience investing and advising families, working with clients who are business owners and executives, both working and retired.

Elena Juan is an Investment Advisor at Caldwell Securities Ltd., a firm regulated by the Canadian Investment Regulatory Organization and a member of the Canadian Investor Protection Fund. Originally from Milan, Italy, she studied Economics in the United Kingdom before relocating to Toronto. She is fluent in English, Spanish, Italian, German, and Mandarin, and focuses on developing investment plans oriented toward stability and growth.

James Caldwell is a Senior Financial Advisor at LPL Financial working with FAIRWINDS Wealth Management, where he serves individuals, families, retirees, and business owners across areas including retirement income, investment strategy, risk management, tax-aware planning, estate coordination, and exit planning. He holds the AAMS®, CEPA®, and CPFA® designations, has more than a decade of financial-services experience, and earned a B.S.B.A. from the University of Central Florida after attending Western Kentucky University. He lives in Central Florida and serves on the board of the Fellowship of Christian Athletes in East Seminole County.

Komal Chheda is the founder of Extreme Venture Partners, a Canadian seed stage venture fund that has funded or founded more than 100 startups, with exits to companies including Apple, Google, Electronic Arts, McKesson, and Salesforce. Chheda has served on the Ontario Judicial Council and the Board of Trustees of the Royal Ontario Museum, advised the governments of Canada and Ontario on open data strategy, and founded the hackathon competitions Great Canadian Appathon and Canadian Open Data Experience as well as the charitable organization Hackergal. Prior to venture investing, Chheda spent ten years in investment banking research as a wireless technology analyst, and received the Alumni Achievement Award from the Ivey Business School in 2024.

Robert Allen is Vice President and Chief Compliance Officer at Caldwell Securities Ltd. He has 20 years of experience in compliance across buy-side and sell-side firms, with a focus on the design and implementation of compliance programs. His areas of expertise include institutional and retail business conduct, trading compliance, AML regulations and systems, regulatory policy analysis, and derivatives compliance.

President and CIO of Caldwell Asset Management, a division of Caldwell Securities; holds CFA and CFP designations.

Vincent L. John is a Vice President and Investment Advisor with Caldwell Securities Ltd., where he manages the firm's Whitby office and has more than 35 years of experience serving clients including individuals, corporations, estates, trusts, charities and foundations. He is a former member of the New York Stock Exchange and has held director roles with a local Rotary Club, a hospital foundation, and SCI Ontario (formerly the Canadian Paraplegic Association of Ontario), and has advised the Town Council on equity and diversity issues.

Wendy Lockwood is Vice President, Finance at Caldwell Securities Ltd. Her background is in accounting and financial management, with experience implementing enterprise-wide risk management, internal control, and governance frameworks, as well as process improvement initiatives.

Brandon Hansen is Manager, Capacity Development at the First Nations Financial Management Board. He holds a Bachelor of Commerce from the Edwards School of Business at the University of Saskatchewan and is a member of the Waterhen Lake First Nation in Northern Saskatchewan.

Principal investing in seed and Series A companies, a multi-time founder with CEO/COO/CTO experience and involvement across four VC firms. Supports deal sourcing, due diligence, and portfolio growth.

Entrepreneur and technology leader with three decades of experience, including CEO of Jugnoo and founder/CEO of Envision Mobile. He founded and served as COO of Octanewave Software, which was acquired by Dexterra.

Previously an associate in Scotiabank's energy investment banking group and a member of the investment management team at Hamblin Watsa Investment Counsel. He graduated from Harvard College in economics.

Serial entrepreneur who founded Extreme Venture Partners in 2007 and also built companies such as Xtreme Labs, XMG Studios, ThinkData Works and Hackergal. A former top-ranked technology analyst on Bay Street and Wall Street, he was VP of Mobile Internet Devices and Applications at Credit Suisse First Boston.