Penson Financial Services Canada Inc. (PFSC) is a member of the Penson Worldwide (PWI) group of companies, which have been providing back-office brokerage and custody services since 1995, and supports more than 430 independent dealers and advisers globally.  PWI is a publicly traded company listed on Nasdaq under the symbol PNSN.   Penson Worldwide’s facilities in Canada, the US, the UK and Australia play an important trade execution, clearing and custody across global markets. 

Penson provides these trading and product solutions to a wide range of financial services firms, including full service brokers, institutional firms, online brokers, ATS’s, ICPMs, market makers, bond dealers and underwriters.

PFSC is a technology focused securities services outsourcing provider, offering customized solutions to financial institutions globally.  We offer a complete range of services including custody, trade settlement, clearing and income processing.

Our specialization and focus is strictly on providing outsourced services to financial firms. There is no other clearing service provider in the Canadian market who can offer economically attractive and service focused solutions for your business.

Our Mission

To be the leading provider of outsourcing services to the securities industry. We will achieve this by investing in our people, providing quality customer service and leveraging technology to provide economies of scale.  We are always committed to our values of integrity, ingenuity and professionalism.

Focus & Flexibility

Our innovative approach in conducting business and utilizing technology also extends to our interactions with our clients. We believe a key component of a company’s success comes from the ability to focus on its core business. We always take the time to understand each client’s unique way of doing business and deliver tailored services to fit their specific needs. By staying flexible, we provide fast, accurate and personalized service.