Beyond our primary functions of clearing, settlement and custody, our offerings also extend to the following business lines:

Bonds- Penson has established relationships with all the big institutions as well as others ranging from small-mid size which allows us to provide a wide range of products to our clients. In addition, we have a user-friendly electronic web-based platform for our clients to use, eliminating the need for manual tickets. For more information, please contact bonddesk@penson.ca.

Investment Counsellor Portfolio Management Services-
PensonPrime provides trading, custody and account administration to ICPMs in Canada. Your clients’ investment needs are your prime focus and our customized solutions will allow this to remain your focus. We arm you with the tools you need to drive your business to success and then we take care of the rest. For more information on ICPM services, please visit PensonPrime or contact one of our Sales Team Members.

Securities Lending- Penson provides one of the most experienced securities lending programs in the brokerage industry. Our qualified specialists focus on the areas of Financing, Securities Borrowing & Securities Lending. For more information contact seclending@penson.ca

Equity Trading & International Execution- Penson’s trading desks in Montreal and Toronto offer a full breadth of trading products to Canadian Broker Dealers and Investment Counsel Firms, accessing Canadian, US and 25 international exchanges. Our highly experienced and well connected team is focused on building trading  relationships that ultimately benefit your firm and the end client. For more information please contact 1-866-757-0757 (international) or 1-866-660-6698 (equity trading).

Direct Market Access- Penson offers an electronic execution service to meet the growing needs of the North American and European financial firms requiring an order route to Canadian markets and ATS’s
via our FIX gateway. For more information, please contact Penson’s Manager of Execution Services at 1-866-660-6698 or at tortrading@penson.ca.

Market Essentials Group- Through a Penson subsidiary company, we can provide your firm with third party experts who can handle a host of non-clearing services that typically require a lot of time and
resources. These include Compliance, Human Resources, Accounting and Information Technology services. For more information, please visit www.marketessentialsgroup.com

Additionally, we provide the following value added services:

• Account Protection of up to $1 million per customer through CIPF (supplemental insurance may be available).
• Business Continuity Plan
• E-Confirms & E-Statements
• New Issues
• Research through a host of third party suppliers