Business services

Solutions for Introducing Brokers and Investment Counsellors

Our experimented team will meet your expectation with a wide range of services and products to support your business.

CUSTOMIZED SOLUTIONS for your very own NEEDS

We aspire to be your partner, because we believe in the core values of this relationship: integrity, respect and commitment.

As your business partner, we’ll listen to your needs and integrate our knowledge and expertise in your environment. In addition, you’ll access our extensive range of products and our leading-edge technology.

• Complete back-office services
• Compliance
• Account openings
• Account management
• Transfers
• Registered accounts
• Reorganization
• And much more…
• Asset custody
• Execution, clearing and settlement of trades

ADDED VALUES

• Block trade execution and allocation to client accounts
• Flexible billing models: Custody fee / Commission / Mix
• Fee billing to client accounts with your instruction
• Range of Reports (Trading, activities, etc)
• Direct access to our wide fixed income inventory
• Privileged access to new issues

LEADING-EDGE TECHNOLOGY to support your business

• Reliable trading plateforms
• Consolidated access to all your client accounts
• Limited view-access for your clients
• Web-based portfolio management solution-Croesus

You can now focus on your clients, and let our dedicated team take care of you!

Han Tran

Account manager, Institutional Services

By phone

514-350-2919

By E-mail

iservices@lb-securities.ca

By Mail

Tour Banque Laurentienne
1981, Av. McGill College
Suite 100
Montréal (Québec)
H3A 3K3