Service providers

 

Experts who understand your reality and know how to put you on the path to success.

Allies to drive your firm forward

 

To assist you with your compliance, legal, custodial, accounting, tax and other needs, we provide a list of specialized securities providers.

These companies speak your language and are recognized for their quality services.

Are you a service provider interested in becoming an EMB partner?

 

The EMB offers a variety of partnership packages with different levels of visibility and benefits:

  • National sponsor: $10,000
  • Platinum sponsor: $5,000
  • Gold sponsor: $2,500
  • Event-specific sponsor: $5,000
  • Service-provider partner: $2,500

Custodians

Custody, trade execution and brokerage
solutions.

CONTACT INFO

Matthew Pollock
Regional Vice-president, Business Development & Relationship Management
514-412-8668
Matthew.Pollock@bnc.ca

Website

Suite of trading technologies and advanced trading tools.

CONTACT INFO
Billy Flouris
Senior Sales Representative
514-847-3415
bflouris@interactivebrokers.com

Website

Specialized data and service platforms

The most accurate and comprehensive data on Canadian Investment Funds available in
the market.

CONTACT INFO

Tara Brown
Business Relationship Manager
647-426-5544
tara.brown@fundata.com

Website

 

Provider of accounting, performance reporting, and risk analysis software for the alternative investment industry.

CONTACT INFO

Harry Pagel
Senior Vice-President
917-648-2403

harry.pagel@hedgefacts.com  

Website

Comprehensive range of wealth management solutions.
 
CONTACT INFO

Chris Chen
Vice President
647-317-5713
cchen@aviso.ca

 https://www.aviso.ca/en/

Accounting, Taxation and Auditing

Leader in the areas of assurance, taxation, consulting and business recovery and reorganization services.

CONTACT INFO

Olivier Chauveau
Partner, Certification
514 390-4217, 4217
chauveau.olivier@rcgt.com

Website

Legal and Compliance

One of Canada’s leading business law
firms.

CONTACT INFO

Élise Renaud
Partner
514-397-7524
erenaud@fasken.com

Website

Regulatory compliance management for the financial sector.

CONTACT INFO

Jessica Gendron
COO & General Counsel
438-869-2959
jessica.gendron@alphacco.com

 Website

Governmental Agencies

Organization whose mission is to develop and promote Quebec’s financial services industry.

CONTACT INFO

Florian Roulle
Vice President, Sustainable Finance
514-290-3959
florian.roulle@finance-montreal.com

Website

Want to add your company to this page?

Become part of the EMB’s official supplier directory and benefit from visibility to our members, including over 100 firms across Canada.

 

The annual fee to join the provider directory is $2,500. To register, simply complete the form. We will contact you to plan your visibility on this page.

 

Any questions?
Contact us

Add your firm

Why sponsor the EMB?

Gain significant visibility with asset allocators and emerging managers.

 
 

Position your firm as a leader in the financial community.

 
 


Contribute to the development of the local financial ecosystem.

Create a favorable environment for financial innovation..

 

Drive young local firms to their full potential and a world-class caliber.

 


Assist in the creation of an infrastructure that supports the growth and development of entrepreneurship in asset management.