Custody Services

Your clients’ assets are secure

Credential Correspondent Partners, a division of Credential Securities Inc., is a neutral custodian option that delivers a robust, highly efficient, and reliable end-to-end custody solution.

We take a proactive approach to understanding your business and build a truly flexible and seamless solution catered to your needs.

  • Safekeeping - A secure facility for safekeeping physical certificate and book-entry issues.
  • Clearing and settlement - Straight Through Processing for speed and accuracy.
  • Dividend and interest collection - Income posted on due dates whether or not we have received payments from issuing companies.
  • Corporate action management and proxy voting - Corporate actions and elections handled in a timely manner.
  • Cash management - A wide selection of cash investment alternatives to optimize client returns.
  • Tax reporting - Simple tax documentation and efficient foreign tax reclaims processing.
  • Custom reporting - Accurate and timely customized reports
  • Account administration - Administration for a full range of registered and non-registered accounts.

 

 

At Matco, we actively invest in our clients’ future in the form of a well-diversified investment solution. Credential’s expansive trading solutions and operational excellence makes doing business easy.

Jason Vincent, President Matco Financial Inc.

 

Working in close collaboration with Credential has enabled us to pursue new business growth opportunities. They understand our needs and adapt to our culture instead of trying to change it.

Corey MacEachern, President and UDP Connor, Clark & Lunn Private Capital Ltd. 

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