Keeping the investment industry in motion...

We connect the Canadian investment management industry, ensuring every trade is processed timely, accurately and securely. Our goal at Fundserv is to reduce time, cost and risk while improving the ease of doing business, so that our clients can focus on what matters most to their business. We take pride in our model of delivering high-quality products that can be accessed by all within the industry. Parallel that with a unique cost recovery model where our clients can share in the savings we generate each year, which is a value proposition that can’t be matched by any firm.

We continue to focus on building solutions that enhance our value through reliability, innovation and thought leadership.

Pour maintenir en mouvement l’industrie de l’investissement...

Nous mettons en relation les membres de l’industrie canadienne de gestion de placements, en nous assurant que chaque transaction est traitée avec exactitude, en temps opportun et en toute sécurité. L'objectif de Fundserv consiste à réduire les délais, les coûts et les risques associés aux transactions, tout en facilitant les activités commerciales de nos clients afin que ceux-ci puissent se concentrer sur ce qui importe le plus pour leur entreprise. Nous tirons fierté dans notre modèle d’offre de produits et services de haute qualité qui sont accessibles à tous les membres de l’industrie. Nous jumelons cette offre avec un modèle unique de recouvrement des coûts grâce auquel nos clients peuvent profiter des économies que nous générons chaque année, ce qui représente une proposition de valeur que ne peut égaler aucune autre société.

Nous restons axés sur la découverte de solutions qui rehaussent notre valeur grâce à la fiabilité, à l’innovation et à un leadership éclairé.

Investment Management

Fundserv

Fundserv's headquarters in Toronto, Canada

Katherine MacMillan

Robert Ebel

Chrl Danielle Slack

Julie Loyola

Anuli Azih

Wayne Hong

The IT Support and Operations Team at Fundserv is responsible for ensuring the seamless and secure functioning of all technology systems and infrastructure. They provide technical support to staff and clients, manage operations and system performance, and implement innovative solutions to enhance reliability. Additionally, the team plays a crucial role in IT security and business continuity, ensuring that fund processing remains timely and accurate while minimizing risks for the investment management industry.

IT Support and Operations Team

The Human Resources Team at Fundserv plays a vital role in fostering a supportive and efficient work environment that aligns with the company’s goals. They are responsible for attracting, developing, and retaining top talent, while also implementing innovative HR practices that enhance employee engagement and performance. Through strategic workforce planning and tailored employee programs, they ensure that Fundserv remains a preferred place to work, empowering the organization to keep the investment industry in motion.

Human Resources Team

The Finance and Accounting Team at Fundserv is responsible for managing the company’s financial health and ensuring accurate financial reporting. This team oversees budgeting, forecasting, and financial analysis to support strategic decision-making, while also ensuring compliance with regulations and CPA standards. By leveraging financial systems and working collaboratively with other departments, they drive efficiencies and contribute to the overall goal of reducing costs and risks within the investment management industry.

Finance and Accounting Team

The Leadership Team at Fundserv drives the strategic vision and operational excellence of the company. Comprising top executives including the President & CEO, Chief People Officer, CIO, and Chief Operating Officer, this team collaborates to enhance innovation, ensure reliability, and maintain thought leadership within the Canadian investment management industry. Their focus is on optimizing processes and delivering high-quality solutions that support clients in reducing costs, risks, and complexities associated with investment transactions.

Leadership Team

The Software Development Team at Fundserv is responsible for designing, developing, and maintaining high-quality software solutions that streamline the processes of the Canadian investment management industry. This team leverages advanced technology and innovative practices to ensure timely, accurate, and secure transaction processing, while continuously enhancing system reliability and efficiency to meet the evolving needs of clients. Additionally, they collaborate closely with other teams to deliver products that align with Fundserv's commitment to reducing costs and risks in the industry.

Fundserv

Org chart

Teams

IT Support and Operations Team

Human Resources Team

Finance and Accounting Team

Leadership Team

Software Development Team

Offices

Fundserv

Org chart

Teams

IT Support and Operations Team

Human Resources Team

Finance and Accounting Team

Leadership Team

Software Development Team

Offices

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