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
Market Services FX Spotlight – July 2026
Get the clarity you need to navigate shifting market conditions with confidence. The July 2026 edition of Market Services FX Spotlight features global market news and insights from RBC Investor Services’ FX Market Trading Desk.
Market & Regulatory Digest
The June 2026 edition of the Market & Regulatory Digest provides a concise scan of global regulatory changes and market developments from the past quarter.
RBC Quarterly Canadian Outlook – Q2 2026
RBC Economics presents an in-depth analysis of the key drivers of economic activity in Canada and the United States, including global factors that affect near-term forecasts.