We understand how important it is to provide your employees and executives with the tools and service they need to help them easily manage their equity holdings.
With our online self-service portal and contact centre team, your plan participants can manage their account from anywhere at any time, in a way that is most convenient for them.
Flexible online service
Your employees can use Employee Online, our plan participant portal, to access their equity plan account online, at their convenience. With Employee Online, your employees will enjoy the freedom and the flexibility of managing their holdings, exercising options and performing transactions and account functions online, in real time.
Expert, personalized care
We are committed to providing your equity plan participants with expert, personalized service. Our National Customer Contact Centre in Montreal, staffed by our bilingual, and highly-trained Customer Service Representatives (CSRs) exemplifies our dedication to meeting the needs of your participants.
The CSRs at our National Customer Contact Centre enable your participants to easily manage their holdings over the phone. With customized, integrated systems our CSRs have access to all the information they need to offer your participants accurate and immediate service, providing support, assisting with transactions and answering any questions they may have.
Located in Montreal, the National Customer Contact Centre operates between 8:30 a.m. and 8:00 p.m. ET Monday to Friday. To enhance the caller experience, we can provide your participants with a dedicated toll-free number.
Provide your employees and executives with the service and solutions they deserve. Contact us to learn more about our employee equity plan offerings.