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An integrated offering to meet your evolving needs
Our industry leading products and services streamline your daily operations, freeing up valuable time and resources.
Administrative Services
- Custody, clearing and settlement
- Account statement production and tax reporting
- Registered plan administration
- New account and transfers management
- Corporate actions and entitlements administration
- Fund accounting, valuation and unitholder recordkeeping for funds
Trading Services
- Convenient and easy to use online order entry systems
- Personalized service, basket trading and competitive foreign exchange through our General Execution Desk
- Algorithmic trading, order design and market colour through our high touch Block Execution Desk
- Large inventory of fixed income securities with institutional pricing
Specialized Services
- Investment Funds and Prime Services
- Proprietary and independent third-party financial research and reference
- In-house, separately managed and fee-based account administration
- Accounting services (payroll, benefits, regulatory reporting, etc.)
Discover how our products and services can streamline your operations, contact us