Private Capital Solutions for the exempt market

Computershare > Corporate Trust Services > Private Capital Solutions

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About Private Capital Solutions

Computershare Trust Company of Canada provides Dealing Representatives, Exempt Market Dealers, Private Issuers and their stakeholders with all-inclusive trustee, record keeping and account administration services for exempt market securities held in TFSAs, RRSPs, LIRAs, and non-registered accounts.

We are a federally regulated trust company, providing competitive account fees and more economical access to the exempt market.

Benefits for you, your clients and investors include:

  • Account holders will receive 24/7 online access to their accounts via Computershare’s web portal.
  • Holders have the option to contribute cash, physical certificates and electronically held securities.
  • 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 are authorized to act as trustee in all jurisdictions across Canada, providing you with complete confidence when dealing with clients across the country.


Open registered plan accounts for exempt market securities

Investors are looking for alternative asset classes to place in their registered plans to increase account diversification. By having accurate reporting and the ability to check their investments online, in real-time, investors receive a comprehensive view of the exempt market securities in their registered plans.

Benefits For Dealing Representatives (DRs) and Exempt Market Dealers

As a Dealing Representative, you strive to always deliver the best value solution for your clients.

Computershare provides comprehensive account administration services, while delivering enhanced reporting through industry-leading web portals, simplified pricing, and improved client onboarding. We understand the challenges, complexities and costs you experience while servicing your clients.

  • Our web portal for Dealing Representatives is easy to use and puts the data you need at your fingertips.
  • With a large suite of standard and customized reports, we empower you with the tools to make better decisions and plan for your business needs.
  • Robust business dashboard and client look-up tools help you identify investment opportunities, target specific client segments, and improve your client communication and retention efforts.
  • Our solution quickly generates pre-populated forms for you to easily onboard new clients.

 

Peace of Mind

You can count on us to deliver, every time, with a national presence, local expertise, and the strength, stability and security of a global, publicly-traded company.

To learn more about our services

Contact us