WINNer: WealthTech Service Provider of the Year

iCapital

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Thomas Johnston

Business Head Canada

Tom Johnston joined iCapital in 2020 as Managing Director and Business Head for Canada, based in Toronto. In this role, he is responsible for iCapital’s expansion into the Canadian market, partnering with leading general partners, alternative asset managers, and Canadian wealth channels, and overall management of the firm’s business in Canada. Prior to joining iCapital, Tom was the president of CI Institutional and the CEO of UBS Global Asset Management (Canada), and he held roles at Invesco and RBC. He has extensive experience in business strategy, sales and servicing (both wealth and institutional), and new product development including a wide range of asset classes such as alternatives. Additionally, Tom has served as a chief operating officer, chief compliance officer, and general counsel. Tom is a trusted industry leader. He has been the vice chair and board member of the Portfolio Management Association of Canada (PMAC) and the chair of its Industry Regulations and Tax Working Committee for three years.

Thomas Johnston

Business Head Canada

What it takes to scale private markets How iCapital is transforming the world’s investment industry by building the infrastructure Canadian advisors need to access and manage the investment life cycle for alternatives For more than a decade, iCapital has been focused on simplifying access to and management of alternative investments. In 2025, that focus continued to deliver measurable impact, helping drive innovation, expand access, and create greater value across the ecosystem. Across Canada, iCapital’s advisor network, fund launches, and platform capabilities all grew, and at the 2026 WP Awards, iCapital wasnamed WealthTech Service Provider of the Year. At the center of iCapital’s approach is its technology platform operating system that is the only fully integrated end-to-end investment and technology ecosystem that helps financial professionals to diversify, grow, and scale their clients’ portfolios efficiently. Instead of managing the investment life cycle for private equity, credit, hedge funds, and real assets products through fragmented or manual processes, private banks and wealth advisors can manage education, digital onboarding, portfolio construction, transactions, data flows, analytics, and client support through one platform that integrates with their existing infrastructure. The design is modular, so institutions can adopt the full system or select individual components, giving wealth managers a practical path to offer institutional-grade strategies at lower minimums and with simpler workflows. That technology is only part of the story. iCapital has treated advisor education and training as a core part of its innovation strategy, with the view that access to alternatives means little without the knowledge to use them responsibly. Resources like Alternatives Decoded, signature Outlooks, and AltsEdge, the latter developed with the CAIA Association, give financial professionals practical grounding for incorporating alternatives into client portfolios. The Canadian business shows the scale of that work. As of March 31, 2026, iCapital had built relationships with more than 180 wealth channels across the country, supporting over 3,500 financial advisors and over 100,000 investors through a dedicated local team. iCapital Network Canada has launched more than 80 Canadian tailored alternative investment funds with approximately 50 leading global asset managers. iCapital continues to invest in its global growth and expansion. In July 2025, it completed a capital raise of over $820 million, pushing its valuation past $7.5 billion, in a round co-led by T. Rowe Price and SurgoCap Partners with participation from State Street, Temasek, UBS, and BNY. The company used the funding for strategic investments to expand its capabilities through targeted acquisitions, including AltExchange and Parallel Markets for data management and KYC/AML passport technology, Citi Wealth’s global alternative investments platform for added scale across more than 180 private market funds, Tangible Markets and LYNK Markets for liquidity and cross-border solutions, Passthrough for onboarding automation, and Hexure for annuities and insurance product sales enablement. As of March 31, 2026, iCapital reported nearly $1.2 trillion in assets serviced globally, including $312 billion in alternative platform assets (of which $61 billion is international platform assets), $288 billion in structured investments and annuities outstanding, and $554 billion in client assets reported on, across more than 3,400 wealth management firms and 130,000 active financial professionals. Disclaimer: This material has been provided to you by Wealth Professional TV, is for informational purposes only, is not intended as, and may not be relied on in any manner as, legal, tax, or investment advice, a recommendation and does not constitute an offer to sell or a solicitation to buy any securities, financial product or instrument, or otherwise participate in any particular trading strategy. Any investment opportunities referenced herein are available only to investors who meet applicable eligibility and suitability requirements under Canadian securities laws. Past performance is not indicative of future results. Alternative investments are complex, speculative investment vehicles and are not suitable for all investors. This material does not intend to address the financial objectives, situation, or specific needs of any individual investor. You should consult your personal accounting, tax and legal advisors to understand the implications of any investment specific to your personal financial situation.An alternative investment should only be considered by sophisticated investors who can afford to lose all or a substantial amount of their investment. iCapital operates a platform that makes available financial products to financial professionals and an iCapital entity (including iCapital Network Canada Ltd., a registered investment fund manager, portfolio manager and exempt market dealer in Canada) may serve as general partner, manager or adviser, or perform other services in respect of certain financial products (including alternative investment funds). iCapital generally earns revenue from operating such platforms and providing such services based on the volume of transactions that take place in these products and the amount of assets in such products and would benefit from an increase in sales of these products.iCapital Network Canada Ltd. is registered as an exempt market dealer in each of the provinces and territories of Canada, as an investment fund manager in Ontario, Quebec, and Newfoundland and Labrador, and as a portfolio manager in Ontario, Quebec, British Columbia, Alberta, Manitoba, and Newfoundland and Labrador. No securities commission or similar authority in Canada has reviewed or in any way passed upon this document or the merits of the securities described herein, and any representation to the contrary is an offence under applicable Canadian securities laws. Additional information is available upon request.“iCapital” and “iCapital Network” are registered trademarks of Institutional Capital Network, Inc.©2026 Institutional Capital Network, Inc. All Rights Reserved.All trademarks are the property of their respective owners.

Michelle David

Head of Administration

Michelle David has been working with James Britton for almost 20 years and has been an integral part of the team’s success. She has been deeply involved in many of the charitable initiatives that are central to the team’s values. From her work with the less fortunate to her commitment to high-net-worth clients, Michelle exemplifies a tremendous passion for making a difference in people’s lives. Through her dedication, professionalism, and commitment to service, Michelle helps ensure that every client receives the utmost care and support.

Michelle David

Head of Administration

Edward Evans brings over 40 years of entrepreneurial and financial expertise to his role. Starting in accounting and business positions within Canadian public company head offices, he later focused on private banking units. Since 2019, Edward has been a vital part of The Wealth Council Financial. His unique role involves positioning clients’ personal credit opportunities within Canadian private banking and retail/commercial business units. Edward’s goal is to facilitate a positive client experience throughout the credit adjudication process, delivering mutual value for all parties involved. With his extensive knowledge and unwavering commitment, Edward contributes significantly to The Wealth Council Financials’ success.

Edward Evans

Private Wealth Credit Consultant

Tom earned a BA in history and political science from the University of Western Ontario and a Bachelor of Laws (LLB) from the University of Windsor. He remains in good standing with the Ontario bar.