| Relationships | Role | Relationship Start | Relationship End |
| Hsbc Bank Canada | Parent | 4/30/2004 | 1/31/2010 |
| James Capel Canada Holdings Inc. | Parent | 4/30/2004 | 1/31/2010 |
| Hsbc North America Holdings Inc. | Parent | 4/30/2004 | 1/31/2010 |
| Hsbc Canadian Direct Insurance Incorporated | Parent | 8/6/2002 | 4/29/2004 |