yourCFO - Corporate

You and your clients can take comfort knowing that yourCFO has partnered with TD Waterhouse Canada Inc. (TDWCI) and MRS Securities Services Inc. (MRSSSI) to provide back office administration and custody services over the assets in all client accounts. An advantageous combination of small and big is delivered "state of the art" via the internet, so you can truly provide independent advice alongside institutional security and execution.

Who Is TD Waterhouse Institutional Services (TDWIS)?

TD Waterhouse Institutional Services, a division of TD Waterhouse Canada Inc., was established in 1987 and provides a variety of services to independent Introducing Broker firms like your CFO Advisory Group Inc.. TD Waterhouse Canada Inc. is a subsidiary of the Toronto-Dominion Bank. Backed by the strength of TD Bank Financial Group, TD Waterhouse Canada Inc. and its affiliates have operations in the United States, the United Kingdom and Canada with assets under administration of more than CDN$220 billion.

TD Waterhouse Canada Inc. is a member of the Investment Industry Regulatory Organization of Canada (IIROC), its regulator, and the Canadian Investor Protection Fund (CIPF), which insures the assets of investors. In addition to the protection offered by CIPF, clients of TD Waterhouse Institutional Services are backed by The Toronto-Dominion Bank.

Who Is M.R.S. Securities Services Inc. (MRSSSI)?

MRSSSI is an IIROC member and is affiliated with M.R.S. Inc.. Founded in 1981, M.R.S. Inc., (with $21.5 billion in assets under administration for over 14,000 Advisors across Canada representing 270,000 accounts), is one of the largest Carrying Brokers in Canada. Both M.R.S. Inc. and MRSSSI are subsidiaries of B2B Trust, which in turn is a subsidiary of Laurentian Bank of Canada, a Canadian Banking Institution with more than $35-billion in assets under administration. 

Take the next step…