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 670 billion+
Assets under administration
10.08 million+
No. of transactions (quarterly)
100%
Statement accuracy
100%
Transaction accuracy
CAD 670 billion+
Assets under administration (annually)
10.08 million+
No. of transactions (quarterly)
100%
Statement accuracy
100%
Transaction accuracy
Shareholder Services
Data as of Q3 2025
Insights
2026 Regulatory Calendar
Overview of regulatory developments in Canada, the United States, the United Kingdom and Europe.
Market Services FX Spotlight – April 2026
The April 2026 edition of Market Services FX Spotlight features global market news and insights from RBC Investor Services’ FX Market Trading Desk.
Beyond digital transformation
In an industry where digital transformation has become table stakes, the most successful firms are those that leverage the latest and greatest solutions wherever they may find them.
