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 570 billion+
Assets under administration
40 million+
No. of transactions (annually)
100%
Statement accuracy
99.98%
Transaction accuracy
CAD 570 billion+
Assets under administration (annually)
40 million+
No. of transactions (annually)
100%
Statement accuracy
99.98%
Transaction accuracy
Shareholder Services
Data as of Q3 2024
Insights
5 bright spots in Canada’s economic forecast
RBC Economics presents an in-depth analysis of the key drivers of economic activity in Canada and the US, including global factors that affect near-term forecasts.
The future of pension plan management
Canadian pension plans are no strangers to transformation, but it has become clear that long-term trends are impacting them in new ways. This report outlines three areas where plans should adapt to remain resilient and future-ready.
RBC Monthly Forecast Update
The June 2025 Monthly Forecast Update from RBC Economics includes a forward-looking analysis of Canadian, US and international financial market trends.