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

  • Coordinated service of a Client Experience team and 1:1 dedicated support
  • Streamlined workflow from front to back office
  • Full-service trading and settlement of equities, fixed income, options, foreign exchange and international securities, ETFs and mutual funds
  • Real-time transaction processing and reporting
  • Integrated tools and flexible reporting for risk management and operations
  • Full range of registered/non-registered accounts, including multi-currency
  • Tailored pricing to manage expenses, clients and growth
  • Data support and nightly uploads for portfolio management and CRM software
  • Integrated custody for OM funds and private pools

Let’s get started. Get in touch today.