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Scott MacKenzie President
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Kevin Barber CAO
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Bryan Moffitt COO
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Kevin Robinson CFO
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Paul Stapleton CTO
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Joel Bernard Head of Sales and Relationship Management
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Paige Wadden Chief Compliance Officer and VP, Risk Oversight
Sales and Business Development
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Stephen Cosburn VP, Sales and Relationship
Management (416) 216-2670
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Lawrence McCann VP, Sales and Relationship
Management (416) 216-4485
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Giles Anderson Regional Director, Sales and
Relationship Management (416) 216-4491
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Brett McKinstry Director, Sales and Relationship Management (416) 216-4430
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Tisha Lawton VP, Product Solutions (416) 216-2650
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Home Our Clients Portfolio Manager

Portfolio Manager

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.

Lawrence McCann
Lawrence McCann

VP, Sales and Relationship
Management
(416) 216-4485

Brett McKinstry
Brett McKinstry

Director, Sales and Relationship Management
(416) 216-4430

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