Your investment account is set up at one of our approved broker/custodians – currently either Interactive Brokers Canada Inc. or Aviso Correspondent Partners (also known as Aviso Wealth). As broker they provide brokerage trade execution of your SMA security trades and as custodian they hold and protect all of your SMA investment portfolio assets. The broker/custodian also provides all tax reporting, as well as Canadian Investor Protection Fund (“CIPF”) insurance on your SMA. Our broker/custodians were chosen because of their large size, safety, service offering, and competitive pricing.
