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Dealer Services

Comprehensive Custody and Registered Plan Trustee Services

Overview

We provide registered plan trustee and custody services that are supported by an experienced relationship manager and a group of experienced legal and industry professionals.

Our team includes senior management with approximately 40 years of experience in the registered plan and custody business.

Capabilities

Registered Plan Trustee Services

We provide registered plan trustee services in compliance with the Income Tax Act (Canada). Unlike other trust companies that pay a fixed rate on cash balances, TSX Trust allows investment dealers to negotiate rates directly with financial institutions. We then place funds at the dealer's direction for a small custody fee. This arrangement provides the dealer with complete transparency on rates earned, no term contracts, control of their own treasury and better risk management.

We deliver all of this with the full support of an industry-leading registered plans team and the security of TMX Group.

RESOURCES

We provide registered plan trustee services in compliance with the Income Tax Act (Canada). This manual explains, in general terms some of the minimum administration standards that apply to registered plans and outlines TSX Trust’s policies relating to the following products:

  • Registered Retirement Savings Plan (RRSP)
  • Registered Retirement Income Fund (RRIF)
  • Tax Free Savings Account (TFSA)
  • Registered Education Savings Plan (RESP)

This guide summarizes the Income Tax Act Canada ("ITA") requirements, which apply to registered plans, and includes (as applicable) additional conditions outlined by the Canada Revenue Agency ("CRA").

The primary objective of this website is to provide our registered plan clients with a platform where we can collaborate and share information relating to the administration of the registered plan.

For information on Registered Plan administration,

ACCESS REGISTERED PLAN SITE

Phone: 416 947-4239
Email: dealerservices@tmx.com

Mailing Address (Toronto):

Attention: Registered Plan Trustee Services
301 - 100 Adelaide Street West
Toronto, ON M5H 4H1

Mailing Address (Vancouver):

Attention: Registered Plan Trustee Services
650 West Georgia St.
Suite 2700, PO Box 11633
Vancouver BC V6B 4N9

Custody Services

Our experienced team of professionals provide individualized management, investment and safekeeping of your assets at your direction.

Our custody services team can support a wide range of financial service providers, including pension plan managers and administrators, investment managers and brokerage firms.

Our specialized services include, but are not limited to:

  • Asset Administration
  • Safekeeping
  • Cash Management
Resources

Phone: 416 947-4239
Email: dealerservices@tmx.com

Mailing Address (Toronto):

Attention: Custody Services
301 - 100 Adelaide Street West
Toronto, ON M5H 4H1

Mailing Address (Vancouver):

Attention: Custody Services
650 West Georgia St.
Suite 2700, PO Box 11633
Vancouver BC V6B 4N9

______________

Contact us today:

Neil Carnell
Managing Director, Dealer Services
Phone: 604 647-7001
Email: neil.carnell@tmx.com

Nico Avendano
Senior Relationship Manager
Phone: 416 947-4239
Email: nico.avendano@tmx.com

Contact Our Sales Team

Please complete the following form to speak with one of our Sales representatives. If you are a current client or investor and need support please click here.

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