Contact us

Leadership Group
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Scott MacKenzie President
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Kevin Barber CAO
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Bryan Moffitt COO
photo of Peter Sousaris
Peter Sousaris CCO
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Kevin Robinson CFO
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Paul Stapleton CTO
Sales and Business Development
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Stephen Cosburn VP, Sales and Relationship
Management
(416) 216-2670
photo of Lawrence McCann
Lawrence McCann VP, Sales and Relationship
Management
(416) 216-4485
photo of Giles Anderson
Giles Anderson Regional Director, Sales and
Relationship Management
(416) 216-4491
photo of Tisha Lawton
Tisha Lawton VP, Product Solutions (416) 216-2650
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Technology

Straight-through accounting

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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

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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

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

Integration

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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

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