Contact us

Leadership Group
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Scott MacKenzie President
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Kevin Barber CAO
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Bryan Moffitt COO
photo of Kevin Robinson
Kevin Robinson CFO
photo of Paul Stapleton
Paul Stapleton CTO
photo of Joel Bernard
Joel Bernard Head of Sales and Relationship Management
Sales and Business Development
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Stephen Cosburn VP, Sales and Relationship
Management
(416) 216-2670
photo of Lawrence McCann
Lawrence McCann VP, Sales and Relationship
Management
(416) 216-4485
photo of Giles Anderson
Giles Anderson Regional Director, Sales and
Relationship Management
(416) 216-4491
photo of Brett McKinstry
Brett McKinstry Director, Sales and Relationship Management (416) 216-4430
photo of Tisha Lawton
Tisha Lawton VP, Product Solutions (416) 216-2650
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Breakaways

Going independent is a bold move. Whether you are looking to join an existing introducing broker (IIROC) or portfolio management firm or starting your own, Fidelity Clearing Canada is your first point of contact. We will help you articulate your objectives and goals, evaluate your options and identify the business model that fits your unique needs.

Long-term strategy

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Why are you changing? What’s your future? Any timing for succession planning?

Risk and regulatory

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Should you join or start an introducing broker or portfolio manager firm? What are the risks? What are the regulations?

Business and tax consulting

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In addition to operations, get help creating your firm’s overall corporate setup.