Fund Management | Asset | DMA | Portfolio Management System

Fund Services

At BBS, we understand that in the ultra-competitive fund management arena, every advantage is an edge. We will provide you with a comprehensive array of most advanced brokerage tools, resources and support, so that you can focus on your core expertise in managing client wealth.

Each ICPM is supported by a dedicated associate who in conjunction with an expert team, ensures timely delivery of superior operational and administrative support.

Key Advantages

  • Advanced Portfolio Management System
  • Bulk Trading and Multi-Account Allocation
  • Automatic Collection of Management Fees
  • Dedicated Associate
  • Advanced DMA Trading Platforms
  • Low Cost Best Execution
  • Securities Lending
  • Custody, Clearing & Settlement
  • Prime In or Out Option
  • C.O.D. Accounts
  • All-In-One Multi-Currency Accounts
  • Canadian and U.S. Dollar Registered Accounts
  • Electronic Trade Confirmations, Statements and Tax Slips
  • New Issue Offerings
  • Client Access To Account Information
  • Give-up Arrangement
  • Comprehensive Back-Office Services
  • Secure Systems and Data Storage

Contact Us

Tel: 416.235.0200

4100 Yonge Street, Suite 415
Toronto, ON M2P 2B5 CANADA