Breakaways
Want to join another firm or build your own?
We are dedicated to your success
Working with Fidelity Clearing Canada means you get the expertise in turning challenges and trends into opportunities and growth for your business.
We offer you
- Access to an open architecture platform’s real-time transaction processing
- Streamlined workflow from front to back office
- Integrated tools for risk management and administration
- Multi-currency capability
- Digital account-opening with bulk onboarding and electronic signature
- Automated corporate actions notification, custom reports, metrics and analytics
When you benefit, your clients will too, with access to tools and services that include
- Real-time access to account information, including transactions and balances
- Electronic delivery of statements, trade confirmations and tax documents
- Electronic signature for client account opening
Let’s get started. Get in touch today.
Giles Anderson
Regional Director, Sales and Relationship Management
(416) 216-4491