Business services

Carrying Broker Services

Are you looking to outsource your Back Office services? Laurentian Bank Securities has the solution.

Indeed, LBS can act as your Account Executive Service offering efficient and personalized services.

Whether you are a Securities Advisor or Full-Service Broker looking for dependable, flexible and highly-professional services, contact LBS to find out about our competitive rates.

We offer these services:

• Shares and options trade execution for North American markets;
• Mutual funds trade execution, clearing, and settlement;
• Fixed income purchasing and selling;
• Custody of cash and securities;
• Client account bookkeeping services;
• Monthly statements mailed to your clients with your logo and specifications;
• Monthly confirmation distributions (contract notes) mailed to your clients with your logo and specifications;
• Client disclosure and tax reporting (bonds, strip bonds, proxies, annual ICB declaration relative to the account executive carrying broker, etc.);
• Dealer Reporting - commissions, credit, registered accounts, transfers, compliance.

Take advantage of our team know-how and experience personalized services at competitive rates.

Financial Institution Services

For information, comments, or suggestions, please contact us:

By phone (Montreal)

Pierre Godbout

(514) 350-3050

By fax

(514) 284-9750

By email

carrbroker@lb-securities.ca

By mail

Laurentian Bank Tower
1981 McGill College Ave.
Suite 100
Montreal (Quebec)
H3A 3K3