Computershare > Corporate Trust > Registered Plan Trustee

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

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.

Why Computershare?

A global industry leader with CAD $2.4 trillion of debt under administration and CAD $18.2 billion in assets under administration, Computershare’s product expertise dates back to 1889 with our predecessor companies and includes comprehensive support services through our leading-edge technology platform.

With decades of experience as corporate trustee, we offer Corporate Trust Services that are efficient solutions to our clients’ unique and emerging needs. We facilitate transactions through our Canadian offices in Vancouver, Calgary, Toronto and Montreal; our US offices in New York, Boston, Cleveland and Denver, as well as our Asia office in Hong Kong.

To learn more about our services

Contact us