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
Market Services FX Spotlight
The December 2024 edition of Market Services FX Spotlight features global market news and insights from RBC Investor Services' FX Market Trading Desk.
Our Latest Insights
A recap of recent insights from RBC Investor Services, including articles, surveys and reports
RBC Financial Markets Monthly
The November 2024 edition of Financial Markets Monthly from RBC Economics includes a forward-looking analysis of Canadian, U.S. and international financial market trends.