Canadian Diversified Financials Potentially Undervalued Companies

PayPal Holdings

Market Cap: CA$36.6b

Operates a technology platform that enables digital payments for merchants and consumers worldwide.

Propel Holdings

Market Cap: CA$913.6m

Operates as a financial technology company.

Berkshire Hathaway

Market Cap: CA$1.1t

Engages in the insurance, freight rail transportation, and utility businesses.

Currency Exchange International

Market Cap: CA$158.5m

Together with its subsidiary, Exchange Bank of Canada, provides foreign exchange technology and processing services in Canada and the United States.

Canso Select Opportunities

Market Cap: CA$28.7m

A publicly owned hedge fund manager.

Firm Capital Mortgage Investment

Market Cap: CA$440.5m

Through its mortgage banker, Firm Capital Corporation, provides residential home and commercial short-term bridge and conventional real estate financing services in Canada and the United States.

Marwest Apartment Real Estate Investment Trust

Market Cap: CA$15.6m

An unincorporated, open-ended real estate investment trust established pursuant to a declaration of trust which was amended and restated on April 30, 2021.

Zimtu Capital

Market Cap: CA$7.4m

A private equity and venture capital firm specializing in seed stage, late venture, mid venture, early-stage investments in private micro and small-cap resource companies.

Atrium Mortgage Investment

Market Cap: CA$569.5m

Provides financing solutions to the residential, multi-residential, and commercial real estate businesses in Canada.

Fiserv

Market Cap: CA$28.7b

Provides payments and financial services technology solutions in the United States, Europe, the Middle East and Africa, Latin America, the Asia-Pacific, and internationally.

Charles Schwab

Market Cap: CA$158.4b

Operates as a savings and loan holding company that provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services in the United States and internationally.

Mastercard

Market Cap: CA$432.9b

A technology company, provides transaction processing and other payment-related products and services in the United States and internationally.

Alaris Equity Partners Income Trust

Market Cap: CA$1.1b

A private equity firm specializing in management buyouts, growth capital, lower & middle market, later stage, industry consolidation, growth capital, and mature investments.

Canso Select Opportunities

Market Cap: CA$28.7m

A publicly owned hedge fund manager.

Mackenzie Master Limited Partnership

Market Cap: CA$3.3m

Mackenzie Master Limited Partnership pays selling commissions to financial advisors who sell redemption charge securities of Mackenzie mutual funds for specific periods.

POSaBIT Systems

Market Cap: CA$12.2m

Operates as a financial infrastructure provider to the Cannabis sector in the United States.

Saltire Capital

Market Cap: US$29.4m

A principal investment firm.

Senvest Capital

Market Cap: CA$944.2m

A privately owned hedge fund sponsor.

Saltire Capital

Market Cap: CA$29.4m

A principal investment firm.

American Express

Market Cap: CA$222.1b

Operates as an integrated payments company in the United States, Europe, the Middle East and Africa, the Asia Pacific, Australia, New Zealand, Latin America, Canada, the Caribbean, and internationally.

Orion Digital

Market Cap: CA$29.4m

A financial technology company, operates digital platforms for wealth and payments in Canada and Europe.

MCAN Mortgage

Market Cap: CA$1.0b

Operates as a loan and mortgage investment corporation in Canada.

DeFi Technologies

Market Cap: CA$287.0m

A technology company, develops exchange traded products that synthetically track the value of a single DeFi protocol or a basket of protocols in Canada.

Coloured Ties Capital

Market Cap: CA$7.0m

A venture capital firm specializing in startups and early stage investments.

Canaccord Genuity Group

Market Cap: CA$1.4b

Operates as a full-service investment dealer in Canada, the United States, the United Kingdom, Europe, Crown Dependencies, and Australia.

BlackRock

Market Cap: CA$168.1b

A publicly owned investment manager.

Visa

Market Cap: CA$607.4b

Operates as a payment technology company in the United States and internationally.

Western Pacific Trust

Market Cap: CA$3.3m

A non-deposit-taking independent trust company, provides various financial services in Canada.

IGM Financial

Market Cap: CA$18.7b

Engages in the wealth and asset management business in Canada.

Olympia Financial Group

Market Cap: CA$247.7m

Through its subsidiary, Olympia Trust Company, operates as a non-deposit taking trust company in Canada.

KKR

Market Cap: CA$86.4b

A private equity and real estate investment firm specializing in direct and fund of fund investments.

AGF Management

Market Cap: CA$1.2b

AGF Management Limited is one of Canada’s premier investment management companies with offices across Canada and subsidiaries around the world.

Findev

Market Cap: CA$10.9m

A real estate finance company, provides real estate financing secured by investment properties and real estate developments in Canada.

Pinetree Capital

Market Cap: CA$83.5m

A venture capital and private equity firm specializing in early, later stage venture, middle market, mature, later stage, turnaround and growth capital investments in micro and small cap companies.

EonX Technologies

Market Cap: CA$22.8m

EonX Technologies Inc. enagges in the development and marketing a suite of financial technology products in Australia, the United States, and the United Arab Emirates.