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Dealer Services

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.

    • 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.

    • 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

 

Dealer 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: tsxt-registeredplan@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

    • Phone: 416 947-4239
      Email: tsxtcustody.services@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