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
Market Services FX Spotlight
The December 2025 edition of Market Services FX Spotlight features global market news and insights from RBC Investor Services’ FX Market Trading Desk.
Family offices transform caution into opportunity
The 2025 North America Family Office Report examines 144 responses from family offices primarily across Canada and the United States, offering comparisons to global peers.
Investor demand reshaping the future of responsible investment
The 2025 RI Trends Report highlights how investor demand for ESG and impact now ranks among the top drivers of responsible investment growth.