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


Straight-through accounting

Real-time back-office processing under IIROC and other provincial securities standards, multi-currency recordkeeping and reporting systems. Unlimited online history, data validation and synchronization; robust query tools, full correspondent processing with support for IIROC types 1–4. Custom-configure multiple companies or branches.

Wealth management desktop

Complete front-office solution for investment advisors. Online account opening and KYC, support customizable to your firm’s forms and workflows. Account management tools include spreadsheet integration, notes and reminders, online cheque requests, summaries of plan contributions and foreign holdings, pro-forma accounts and more. Presentation-quality portfolio reporting tools and user-friendly report querying.

End-to-end order management and execution

Compliance monitoring from point of entry. Direct connections to Canadian exchanges, U.S. executing brokers and Fundserv. Includes post-trade reporting and more


Integration services for custodial client data with Canadian financial services vendors. Standard and custom custodial files, data extracts and APIs for available functions.

Comprehensive access

Secure investor portal with real-time account information, client statements, trade confirmations and tax documents.