| Relationships | Role | Relationship Start | Relationship End |
| Congress Financial Capital Corporation (Canada) | Parent | 5/1/2012 | |
| Wells Fargo Financial Corporation Canada | Parent | 6/30/2007 | 4/30/2012 |
| Wells Fargo Financial Corporation Canada | Parent | 9/1/2000 | 6/29/2007 |
| Charter Canadian Trust | Subsidary | 9/1/2000 | 3/24/2006 |