| Relationships | Role | Relationship Start | Relationship End |
| Raymond James Ltd. | Parent | 8/31/2016 | 10/1/2016 |
| Macdougall Wealth Management Inc. | Subsidary | 8/31/2016 | 10/1/2016 |
| Raymond James Investment Counsel Ltd. | Subsidary | 8/31/2016 | 9/30/2016 |
| Relationships | Role | Relationship Start | Relationship End |
| Raymond James Ltd. | Parent | 8/31/2016 | 10/1/2016 |
| Macdougall Wealth Management Inc. | Subsidary | 8/31/2016 | 10/1/2016 |
| Raymond James Investment Counsel Ltd. | Subsidary | 8/31/2016 | 9/30/2016 |