Contact us

Leadership Group
photo of Scott MacKenzie
Scott MacKenzie President
photo of Kevin Barber
Kevin Barber CAO
photo of Bryan Moffitt
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
photo of Paige Wadden
Paige Wadden Chief Compliance Officer and VP, Risk Oversight
Sales and Business Development
photo of Stephen Cosburn
Stephen Cosburn VP, Sales and Relationship
(416) 216-2670
photo of Lawrence McCann
Lawrence McCann VP, Sales and Relationship
(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


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

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

Risk and regulatory

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

Business and tax consulting

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