Trading Capabilities

Trading and Strategies Capabilities Tailored to Your Needs

As a Private Trading Office client, you have privileged access to an experience and fully licensed team of traders, whether you are investing for yourself or on behalf of an organization or client. Our team works with clients to develop and implement customizable trading strategies and risk management hedging solutions. We provide best execution across multiple asset classes including:

  • Global Equities
  • Fixed Income
  • Foreign exchange
  • Commodity Futures
  • Structured Products
  • Precious metals
  • Listed options
  • Other products based on demand

Custody Capabilities

We offer Canadian custody services, or if you wish to maintain an existing custody relationship we will accommodate your needs and preferences. Where the securities are held on our firm’s behalf, they are generally held in electronic form at the depository or custodian. We receive daily reporting and online access to all our positions that drives our daily reconciliation and internal segregation process.

Account Facilities

  • Multi-currency capabilities offering the ability to hold assets in multiple currencies at the account level
  • Cash, margin or delivery versus payment (DVP) accounts
    • Full loan value on margin-eligible securities
    • Access to collateral credit through RBC

Reporting

Reports can be generated on a regular monthly, quarterly or annual schedule to meet your reporting requirements.

DS Online

Keep track of your investment portfolio 24/7 from any computer with a secure Internet connection.

To learn more about our capabilities, and whether our services are suitable for your trading needs, please contact us today.