Retaining a registered plan trustee for investment firms and mutual fund dealers

​​​​​​​​​​​​​​​​​​​​​​

Why Computershare?

Applying our extensive product expertise and a depth of service offerings, we deliver innovative corporate trust solutions for your most complex transactions to meet your unique and emerging needs. We serve a diverse client base, including major corporations in the private and public sectors, as well as governments and institutions, and currently have in excess of 1.8 trillion CAD of debt under administration.

Our coast-to-coast presence in Canada – with offices in Vancouver, Calgary, Toronto and Montreal – means that we are there for you, anywhere, any time, with bilingual services. We have a seasoned, professional staff with the expertise to facilitate smooth and timely closings. We have expertise in conducting all types of cross-border transactions by leveraging the strength of our global capabilities.

​​

Trustee services for registered plans

As self-directed registered accounts and Tax-Free Savings Accounts (TFSAs) become an increasingly popular method of exercising more control over savings, many investment advisors are experiencing an increase in the number and complexity of the accounts they administer.

Computershare acts as your trustee, in accordance with the requirements of the Income Tax Act (Canada), while your firm acts as our agent – handling administration, record keeping, tax reporting, safe custody of assets and all contact with your clients.

We provide comprehensive registered account trustee services for registered account products. We serve a diverse range of clients, from small regional brokerage firms to large national and international investment dealers and wealth managers. ​



Log in to access your Broker Administration Manual

​
​

To learn more about our services

Contact us