Products & Services

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