- Innovative wealth management technology
- Dedicated support and expertise
- Asset protection
- State-of-the-art security and risk protocols
A full suite of customizable wealth solutions designed to give you a competitive edge
Who we serve
Our custody, clearing, trading, and digital wealth solutions support a wide range of financial professionals. Explore how we partner with:
Coordinated service of a Client Experience team and 1:1 dedicated support
Full range of registered/non-registered accounts, including multi-currency
Streamlined workflow from front to back office
Tailored pricing to manage expenses, clients and growth
Full-service trading and settlement of equities, fixed income, options, foreign exchange and international securities, ETFs and mutual funds
Data support and integrations for your bespoke applications
Real-time transaction processing and reporting
Integrated custody for Offering Memorandum (OM) funds and private pools
Integrated tools and flexible reporting for risk management and operations
Let's get started. Get in touch today.
Lawrence McCann
VP, Sales and Relationship Management
Lawrence McCann
VP, Sales and Relationship Management
Lawrence joined FCC in 2018 and is responsible for growing the company’s presence in the portfolio manager segment. He is an innovative and creative business leader with the vision, commitment, broad technical background, packaging and consensus building skills required to develop, deliver and manage leading wealth management products, services and advice.
Lawrence is a graduate of the University of Toronto Bachelor of Commerce program majoring in Finance, Economics and Marketing. A veteran of the financial services industry, Lawrence has over 25 years of experience in sales, communications, product development, private wealth management and estate planning. Prior to joining FCC, Lawrence spent five years at TD Wealth Management, most recently as Senior Manager, Strategic Development, Private Trust.
Lawrence is a graduate of the University of Toronto Bachelor of Commerce program majoring in Finance, Economics and Marketing. A veteran of the financial services industry, Lawrence has over 25 years of experience in sales, communications, product development, private wealth management and estate planning. Prior to joining FCC, Lawrence spent five years at TD Wealth Management, most recently as Senior Manager, Strategic Development, Private Trust.
Brett McKinstry
Director, Sales and Relationship Management
Brett McKinstry
Director, Sales and Relationship Management
Brett McKinstry brings 20 years of financial services experiences, with knowledge of all distribution channels, including IIROC, bank, credit union, MFDA, portfolio management and institutional. He has a proven track record of cultivating important B2B and advisor relationships, working closely and partnering with clients to help grow their business. He is responsible for managing and expanding FCC’s relationships with portfolio managers in Western Canada.
Before joining FCC, Brett served as vice president, national sales, at Qtrade Financial Group, leading the sales and distribution team for one of Canada’s fastest-growing mutual fund companies, with a primary focus on responsible investing (RI). His thorough knowledge of RI and ESG integration played a key role in driving the awareness and adoption of responsible investing across the country. Before Qtrade, Brett worked in a senior sales management capacity with other leading Canadian investment firms. Brett successfully completed the Canadian Securities Course and has attained the Responsible Investment Specialist designation from the Responsible Investment Organization.
Before joining FCC, Brett served as vice president, national sales, at Qtrade Financial Group, leading the sales and distribution team for one of Canada’s fastest-growing mutual fund companies, with a primary focus on responsible investing (RI). His thorough knowledge of RI and ESG integration played a key role in driving the awareness and adoption of responsible investing across the country. Before Qtrade, Brett worked in a senior sales management capacity with other leading Canadian investment firms. Brett successfully completed the Canadian Securities Course and has attained the Responsible Investment Specialist designation from the Responsible Investment Organization.
Full-service trading and settlement of North American equities, fixed income, options, foreign exchange and international securities, ETFs and mutual funds
Partnership and flexibility to accommodate unique settlement requirements
Settling and custody of assets in international markets and local currencies
Direct access to operations representatives handling transaction processing
Real-time view of trade status from matching to settlement
Automated corporate actions notification/processing, custom reports and metrics
Let's get started. Get in touch today.
Stephen Cosburn
VP, Sales and Relationship Management
Stephen Cosburn
VP, Sales and Relationship Management
At FCC since 2012, Stephen Cosburn has over 25 years’ experience in financial services. He has worked extensively to add new client relationships in FCC’s core area of servicing the introducing broker and portfolio management segments. Alongside his business-development activities, Steve assists customers in leveraging FCC tools and capabilities to grow their businesses.
Before joining Fidelity, Steve spent over five years with another U.S./Canada carrying broker. He also worked as an account manager with a multinational service bureau for 12 IIROC broker dealer firms, supporting daily securities processing, including year-end tax administrative services, and business goal and sales planning. Steve graduated with an MBA from the University of Miami and a Bachelor of Commerce from McMaster University.
Before joining Fidelity, Steve spent over five years with another U.S./Canada carrying broker. He also worked as an account manager with a multinational service bureau for 12 IIROC broker dealer firms, supporting daily securities processing, including year-end tax administrative services, and business goal and sales planning. Steve graduated with an MBA from the University of Miami and a Bachelor of Commerce from McMaster University.
Access to an open architecture platform’s real-time transaction processing
Multi-currency capability
Streamlined workflow from front to back office
Digital account-opening with bulk onboarding and electronic signature
Integrated tools for risk management and administration
Automated corporate actions notification, custom reports, metrics and analytics
When you benefit, your clients will too, with access to tools and services that include:
Let's get started. Get in touch today.
Lawrence McCann
VP, Sales and Relationship Management
Lawrence McCann
VP, Sales and Relationship Management
Lawrence joined FCC in 2018 and is responsible for growing the company’s presence in the portfolio manager segment. He is an innovative and creative business leader with the vision, commitment, broad technical background, packaging and consensus building skills required to develop, deliver and manage leading wealth management products, services and advice.
Lawrence is a graduate of the University of Toronto Bachelor of Commerce program majoring in Finance, Economics and Marketing. A veteran of the financial services industry, Lawrence has over 25 years of experience in sales, communications, product development, private wealth management and estate planning. Prior to joining FCC, Lawrence spent five years at TD Wealth Management, most recently as Senior Manager, Strategic Development, Private Trust.
Lawrence is a graduate of the University of Toronto Bachelor of Commerce program majoring in Finance, Economics and Marketing. A veteran of the financial services industry, Lawrence has over 25 years of experience in sales, communications, product development, private wealth management and estate planning. Prior to joining FCC, Lawrence spent five years at TD Wealth Management, most recently as Senior Manager, Strategic Development, Private Trust.
Long-term strategy
Why are you changing? What’s your future? Any timing for succession planning?
Risk and regulatory
Should you join or start an introducing broker or portfolio manager firm? What are the risks? What are the regulations?
Business and tax consulting
In addition to operations, get help creating your firm’s overall corporate setup.
Let's get started. Get in touch today.
Lawrence McCann
VP, Sales and Relationship Management
Lawrence McCann
VP, Sales and Relationship Management
Lawrence joined FCC in 2018 and is responsible for growing the company’s presence in the portfolio manager segment. He is an innovative and creative business leader with the vision, commitment, broad technical background, packaging and consensus building skills required to develop, deliver and manage leading wealth management products, services and advice.
Lawrence is a graduate of the University of Toronto Bachelor of Commerce program majoring in Finance, Economics and Marketing. A veteran of the financial services industry, Lawrence has over 25 years of experience in sales, communications, product development, private wealth management and estate planning. Prior to joining FCC, Lawrence spent five years at TD Wealth Management, most recently as Senior Manager, Strategic Development, Private Trust.
Lawrence is a graduate of the University of Toronto Bachelor of Commerce program majoring in Finance, Economics and Marketing. A veteran of the financial services industry, Lawrence has over 25 years of experience in sales, communications, product development, private wealth management and estate planning. Prior to joining FCC, Lawrence spent five years at TD Wealth Management, most recently as Senior Manager, Strategic Development, Private Trust.
Brett McKinstry
Director, Sales and Relationship Management
Brett McKinstry
Director, Sales and Relationship Management
Brett McKinstry brings 20 years of financial services experiences, with knowledge of all distribution channels, including IIROC, bank, credit union, MFDA, portfolio management and institutional. He has a proven track record of cultivating important B2B and advisor relationships, working closely and partnering with clients to help grow their business. He is responsible for managing and expanding FCC’s relationships with portfolio managers in Western Canada.
Before joining FCC, Brett served as vice president, national sales, at Qtrade Financial Group, leading the sales and distribution team for one of Canada’s fastest-growing mutual fund companies, with a primary focus on responsible investing (RI). His thorough knowledge of RI and ESG integration played a key role in driving the awareness and adoption of responsible investing across the country. Before Qtrade, Brett worked in a senior sales management capacity with other leading Canadian investment firms. Brett successfully completed the Canadian Securities Course and has attained the Responsible Investment Specialist designation from the Responsible Investment Organization.
Before joining FCC, Brett served as vice president, national sales, at Qtrade Financial Group, leading the sales and distribution team for one of Canada’s fastest-growing mutual fund companies, with a primary focus on responsible investing (RI). His thorough knowledge of RI and ESG integration played a key role in driving the awareness and adoption of responsible investing across the country. Before Qtrade, Brett worked in a senior sales management capacity with other leading Canadian investment firms. Brett successfully completed the Canadian Securities Course and has attained the Responsible Investment Specialist designation from the Responsible Investment Organization.
Stephen Cosburn
VP, Sales and Relationship Management
Stephen Cosburn
VP, Sales and Relationship Management
At FCC since 2012, Stephen Cosburn has over 25 years’ experience in financial services. He has worked extensively to add new client relationships in FCC’s core area of servicing the introducing broker and portfolio management segments. Alongside his business-development activities, Steve assists customers in leveraging FCC tools and capabilities to grow their businesses.
Before joining Fidelity, Steve spent over five years with another U.S./Canada carrying broker. He also worked as an account manager with a multinational service bureau for 12 IIROC broker dealer firms, supporting daily securities processing, including year-end tax administrative services, and business goal and sales planning. Steve graduated with an MBA from the University of Miami and a Bachelor of Commerce from McMaster University.
Before joining Fidelity, Steve spent over five years with another U.S./Canada carrying broker. He also worked as an account manager with a multinational service bureau for 12 IIROC broker dealer firms, supporting daily securities processing, including year-end tax administrative services, and business goal and sales planning. Steve graduated with an MBA from the University of Miami and a Bachelor of Commerce from McMaster University.
A partnership built for long-term growth and operational excellence
Choosing the right custody and clearing partner is essential. We combine global scale, deep industry expertise, and leading digital capabilities to help you reduce manual processes, improve efficiency, and differentiate your business in a competitive market.
Questions?
Connect with our sales team for expert guidance tailored to your business. They can help you understand the solutions that best support your business’s needs.