Transfer & Registrar Services

We provide a full range of securities transfer and registrar services, fully supported by an experienced team of Relationship Managers and transfer facilities in downtown Toronto, Vancouver, Calgary and Montréal.

Our dedicated Relationship Managers assist clients with meeting all relevant disclosure and regulatory requirements. We focus on the details and provide prompt, accurate and personalized service. We help navigate the most complex transactions, policies and regulations that companies face, and we aim to create innovative solutions that are accurate, effective and timely.

Transfer Services

A comprehensive range of securities transfer and registrar services are supported by an experienced professional team and dedicated transfer facilities across the country.

Meeting Services

For Annual General Meetings (AGMs) or other meetings, our dedicated relationship managers assist with disclosure and regulatory requirements.

Corporate Actions Services

We help navigate the most complex transactions, policies and regulations that companies face, and we aim to create innovative solutions that are both accurate and timely.

Investor Services

We provide a direct information line for investors or their representatives; respond to written inquiries; replace lost certificates; assist with legal transfers of securities; and receive and update investor addresses, and tax identification numbers.

Disbursement Services

We help navigate the most complex transactions, policies and regulations that companies face. Any innovative solutions we develop will adhere to two important principles: accuracy and timeliness.

Dividend Reinvestment Plans (DRIPs)

We help navigate the most complex transactions, policies and regulations that companies face, and we aim to create innovative solutions.

Structured Products

We provide specialized programs to structured product companies including exchange traded funds (ETFs), closed-end funds and real estate investment trusts (REITs).

Printing Services

Our dedicated relationship managers assist clients with meeting relevant disclosure and regulatory requirements, focusing on service needs by providing a personal service that is prompt and accurate.

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