COUGAR GLOBAL ETF PORTFOLIO MANAGEMENT INC.
ST. PETERSBURG, FLORIDA

Cougar Global ETF Portfolio Management Inc. is a Florida-incorporated company specializing in integrated financial planning services. Headquartered in St. Petersburg, Pinellas County, the firm operates under the status of a Foreign For-Profit Corporation (FORP) from its home state of Delaware. Established on March 20, 2013, it holds a filing number F13000001245 and is guided by its mission to assist clients in achieving their financial objectives through comprehensive tax and estate planning, as well as scenario-based approaches. The company's Client Services Team, led by Vicki Breech, provides tailored services to meet various client needs, including those seeking detailed plans or more concise scenario assessments. The firm emphasizes personalized resource allocation to support goal attainment for its clientele. As of April 20, 2024, Cougar Global has submitted its latest annual report for the year 2023. Its registration with a Federal Employer Identification Number (FEIN) 46-2311365 further solidifies its compliance within financial and corporate governance standards. The team includes key officers such as Matthew Johnson, serving as Director; Robert Bob D Kendall, acting as Authorized Officer; and Kary G Bahr, holding the position of Secretary. Cougar Global is reachable through multiple phone lines: (416) 368-5255, (416) 368-7738, or toll-free at (800) 387-3779, providing accessible avenues for client engagement. The company maintains its mailing address at 880 Carillon Parkway, St. Petersburg, FL, 33716, and operates under the domain cougarglobaletfportfoliomanagement.com.