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You want a partner who understands your business. We get it.
The business environment for head offices and advisors is evolving rapidly — and firms are demanding stronger support to keep up. We'll invest the time to get to know you and your team, and gain an in-depth understanding of your needs. Then, we'll take a consultative approach — informed by our deep experience and resources — to tailor solutions specifically for your business.
What's different about Fidelity Clearing Canada?
When you work with us, you'll be supported by our team of experts dedicated to servicing our clients. Fidelity Clearing is the only Clearing Broker and Custodian solely focused on supporting our intermediary clients.
Broker-dealers clients have direct access to the individual back office departments involved with supporting their specific business goals. Portfolio Managers have the support of a dedicated mid-office team that will manage all your requests.
All our clients have the added benefit of a Client Experience team to ensure ongoing collaboration with you to ensure overall business needs are met. We have been in the Canadian market for more than five years and our team has an average of nearly 20 years' financial services experience. We offer you exceptional flexibility in products and services that are customized, as well as highly competitive pricing. We also have the ability to integrate with a wide range of third-party providers.
Benefit from a seamless transition
Our approach to working with our clients is designed to reduce your stress as you move your business to Fidelity Clearing Canada — and support you as you grow once you're here. Because we take a disciplined approach to transitioning your business to our platform, you won't experience any downtime. We'll also provide your team with the training you need to get up and running with our systems quickly and efficiently.