Our Partners

Backed by the strength of TD Bank Financial Group, TD Waterhouse Canada Inc. and its international affiliates have operations in the United States, the United Kingdom and Canada. Established in 1987, TD Waterhouse Institutional Services is one of Canada’s leading providers of comprehensive financial solutions to Portfolio Management firms.

Penson Financial Services Canada is a member of the Penson Worldwide group of companies, who have been providing traditional back-office brokerage and core custody services globally for over 12 years, supporting more than 240 independent dealers and investment counselors. Penson Worldwide is a publicly traded company with offices in Canada, the US, Europe & Asia.

Dimensional Fund Advisors Canada provides cost effective, asset class investment solutions for a select group of fee-only financial advisors. They are a subsidiary of Santa Monica-based Dimensional Fund Advisors who manage approximately $220 billion (CAD) worldwide.

Barclays Global Investors transformed the investment industry by creating the first index strategy in 1971. After more than three decades they remain a leader in creating investment solutions that consistently deliver on their promise. This success has helped them become one of the largest asset managers in the world.