Our services
As one of Canada's leading third-party transfer agencies, we take pride in our history of providing exceptional client service and reliable performance across all facets of our service model, empowering you to focus on what truly matters—growing your business.
- Financial and non-financial transactions processing
- Bilingual Advisor Contact Centre
- Dedicated Dealer Relations team
- Real-time Fundserv connectivity
- Comprehensive client and dealer reporting
- Unit-holder output (statement, tax slips and confirmations)
- Systematic plan administration
- Annual Fundserv release testing
- Online access for advisor and investor accounts
- Automated report generation and distribution
- Secure electronic delivery and retrieval of tax receipts, statements, confirmations, etc.
- Registered Plan Administration
- Fund events
- Commission and Fee Administration
- Trust Accounting
Unlock seamless integration across Custody, Fund Administration and distribution platforms
Trusted precision and expertise
CAD 753 billion+
Assets under administration
10 million+
No. of transactions (quarterly)
100%
Statement accuracy
100%
Transaction accuracy
CAD 753 billion+
Assets under administration (annually)
10.million+
No. of transactions (quarterly)
100%
Statement accuracy
100%
Transaction accuracy
Shareholder Services
Data as of Q2 2026
Insights
Breaking It Down: Share class hedging
We explore what share class hedging is, why it’s gaining momentum, where the operational complexity lives and what separates the firms executing these programs well from those that struggle.
Monthly Forecast Update – July 2026
The July 2026 Monthly Forecast Update from RBC Economics includes a forward-looking analysis of Canadian, US and international financial market trends.
The journey to AI readiness
In a recent episode of the Electric Mindset podcast, Anunaya Ritwik, Managing Director, Data & Digital at RBC Investor Services, discussed what genuine AI readiness looks like from the inside.