Penson Financial Services Canada Inc. (”Penson”) is a technology focused provider of securities services outsourcing, offering flexible, customized solutions to all types of financial institutions globally. We are Canada’s largest independent provider of correspondent clearing services, with offices in Montreal, Toronto, Vancouver and Calgary. Our services include trade execution, clearing, settlement, custody, bookkeeping and administration, as well as foreign exchange, securities lending, fixed income and direct market access services. With access to over 30 marketplaces, 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. 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.

Penson Financial Services Canada Inc. is a member of the Penson Worldwide group of companies, providing flexible end to end solutions for securities processing throughout North America and Europe. Penson Worldwide is a publicly traded company on the NASDAQ (PNSN), with offices in Canada, the US, Europe & Asia. Penson has made substantial investments in the development of customized, state of the art worldwide data processing systems. This allows us to provide services to our clients on a cost effective basis and reduces the need for our clients to make significant capital investments in a back office infrastructure.

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; at all times remaining 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. Penson employs some of the leading experts in the correspondent services arena all accross Canada. Our non-bureaucratic approach allows us to deliver flexible and customized solutions and a superior level of customer service to firms like yours.