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Products & Services

Our Technology

Our centralized portal provides access to the tools and technology you need to power your business. It’s your gateway to services ranging from account administration to reporting to online trading.

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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
  • Fully-Paid Securities Lending
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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

Discover how our products and services can streamline your operations, contact us