Overview
We provide industry-leading registered plan trustee and cash custody services for CIRO regulated broker dealers, backed by an elite team of senior leaders and relationship managers.
Capabilities
Registered Plan Trustee Services
We provide registered plan trustee services in compliance with the Income Tax Act (Canada). Our on-line administration guide provides detailed resources to assist our clients to navigate the complex challenges of registered plan administration. If additional support is required, our team of relationship managers are available to assist by answering questions and supporting more complex issues, providing a robust alternative to traditional rigid trust models.
The administration guide explains the administration standards that apply to registered plans and outlines TSX Trust’s policies relating to the following products:
- Registered Retirement Savings Plan (RRSP)
- Registered Retirement Income Fund (RRIF)
- Tax Free Savings Account (TFSA)
- Registered Education Savings Plan (RESP)
- First Home Savings Account (FHSA)
This guide summarizes the Income Tax Act (Canada) ("ITA") requirements which apply to registered plans, and includes additional conditions outlined by the Canada Revenue Agency ("CRA") as well as provincial pension regulators.
The primary objective of this website is to provide our registered plan clients with a platform where we can collaborate and share information relating to the administration of registered plans.
Custody Services
Our experienced team of professionals provide individualized cash custody services to CIRO regulated broker dealers. Based on our significant cash positions and relationships across all of the Tier 1 Canadian banks, we are often able to pay higher interest rates than what individual clients can secure independently.
Our Dedicated Broker Support Line
At TSX Trust, brokers are at the heart of our business. To ensure we provide fast, frictionless service, we have launched a Dedicated Broker Support Telephone Line. This line is specifically designed to streamline communication, minimize wait times, and give our broker partners direct access to specialized assistance.
The Essentials
- Broker Support Number: 1-844-567-0649
- Hours of Operation: 8:30 AM – 6:00 PM EST, Monday to Friday
What This Line Handles
This dedicated service line acts as a one-stop shop for brokers supporting issuers' holders inquiring about:
- Transfers
- Certificate Status
- Letters of Transmittal
- Exercising Terms (e.g., Warrants)
- Information related to AGMs
- Employee Plans
Need Additional Assistance?
The dedicated support line is fully staffed by our Shareholder Services agents, who are equipped to manage complex broker scenarios right out of the gate. Should you require further support or escalation, please reach out to our Investor Services via email at brokerinquiries@tmx.com.
Contact Our Business Development Team
Please complete the following form to speak with one of our Sales representatives. If you are a current client or investor and need support please click here.
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