Financial Benefits for Modern Teams

Discover workplace financial benefits that help empower employees to achieve their full potential—at work and in life.

When Employees Thrive, Your Company Thrives Too

Equity compensation is more than shares. It’s a commitment to mutual success and a powerful way to help employees feel connected to your business. We help your business get the most from your equity compensation benefits with technology that is customizable and scalable.

Equity Experience With Global Impact

~80%

of TSX 60 Index companies represented.1

260+

Client IPOs in past 5 years.2

3,100+

Combined Public and Private Stock Plans Clients Globally.3

6.5MM+

Stock plan participants served.4

Explore Equity Administration Solutions for Your Company

Equity ownership can be a powerful motivator. Streamline equity management through our leading-edge technology and provide global audit-ready reporting and insights, alongside customizable participant experiences to engage and educate your employees on how to make the most of their benefits. Our global solutions support private and public companies at any stage of growth.

Private Companies
Grow with confidence, instill financial well-being and build a culture of shared ownership through equity.
Public Companies
Discover solutions designed to help companies streamline equity compensation management and create a workplace defined by mutual success.

Solutions with a Focus

We’re ready to help you deliver an equity compensation experience that sets you apart.

Equity Administration
Streamline your share plan administration with our next-generation technology, so you can get trusted data and real-time reporting.
Financial Reporting
Achieve audit-readiness in real-time with scalable financial reporting tools.
Global Intelligence
Transform the way you approach and manage your global share plans while helping to navigate tax and legal complexities.

Empower Your Teams with Financial Wellness

Available with every service we provide, our Financial Wellness offering is designed to address the unique needs of your employees and help them reach their financial goals through a powerful combination of education, digital tools and guidance from our Wealth Management Canada Financial Advisors. 

Let’s Start the Conversation 
Tell us a bit about your workplace and a member of our team will reach out to discuss your unique needs. 

We Help Businesses and People Thrive

Learn how financially confident employees can power your business forward, and how our offering can help your employees achieve greater financial well-being.

Advantages For Your Company
Our team puts a heritage of experience and leadership into action so you can provide a benefit offering that sets you apart.
Advantages For Your Employees
Available with every service we provide, we deliver educational resources, digital tools and guidance designed to foster financial wellness across your company.

Share Plan App for Employees

Give your mobile, remote and on-the-go employees the ability to access their accounts anytime from anywhere. With one simple sign-on, the web and mobile app provides your participants with a clear, consolidated picture of their equity awards no matter where their work takes them.

We’ll help you find workplace financial solutions for your employees and your business.

Get in Touch