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

Custody and Clearing

Get the support you need so you can focus on your clients. The Fidelity Clearing Canada service model is designed for scale and efficiency without sacrificing flexibility.

Brokerage processing

Our real-time brokerage recordkeeping platform supports a full range of retail and institutional accounts, with multi-currency capabilities. Users have easy online access to their complete transaction history, as well as a variety of predefined and ad hoc reports to manage their business.

Regulatory reporting

Fidelity Clearing Canada provides a complete set of regulatory and compliance reports and services.

Corporate actions and entitlements

Automated tracking of pending, mandatory and voluntary events. Make elections on behalf of clients; they’re automatically processed and/or recorded.

New accounts and transfers

Paperless online account-opening platform includes a full e-signature capability. Manage account transfers with real-time access to check pending status.

Tax reporting and account statements

Fidelity Clearing Canada offers you full tax reporting services for individual and corporate accounts. We work closely with tax authorities to ensure that our reporting is up to date and meets changing requirements. We also provide physical and electronic versions of tax documents/forms.

Retirement products and programs

You can count on us to help you maximize opportunities in the retirement space using a wide range of Canadian retirement products and programs. We offer clearing, custodial and administrative services for most registered account types, including tax and transaction reporting.

Cash and lending programs

Brokerage accounts with cash management and banking features. Take advantage of multi-currency accounts, EFTs, bank wires, online deposits, margin lending and foreign exchange.