Execution Capabilities

Execution Capabilities Tailored to Your Needs

As a Private Trading Office client, you have privileged access to an experienced trading team to meet your execution needs, whether you are investing for yourself or on behalf of an organization or client. Gain access to a specialized trading desk to immediately execute your trade orders and provide best execution across multiple asset classes, including:

  • Exchange-traded products
  • Fixed-income
  • Listed options
  • Structured products
  • Precious metals
  • Foreign exchange
  • 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.

Overview


Bespoke trading services, tailored to your personal needs.

Our Clients


Sophisticated investors responsible for investment portfolios greater than $10 million.

About Us


A dedicated, specialized team with extensive trading experience.