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 Peter Sousaris
Peter Sousaris CCO
photo of Kevin Robinson
Kevin Robinson CFO
photo of Paul Stapleton
Paul Stapleton CTO
Sales and Business Development
photo of Stephen Cosburn
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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Transition

Our Client Experience and Conversions team helps you onboard new advisors or portfolio managers. We maximize client retention with minimal disruption to end investors. Begin your transition with a Business Integration Consultant meeting to set timelines and expectations for the process from start to finish.

Your customized transition plan includes…

Account documentation

Onsite branch support

Systems and product training

End-to-end integration

Special handling requirements

Asset transition support