Fidelity Clearing Canada
Fidelity Clearing Canada, founded in Toronto in 2009, provides Canadian registered brokerage firms and portfolio managers with trade execution, clearing, custody and back-office support.
You are:
At Fidelity you:
- Access a scalable, efficient and flexible clearing and custody service model
- Streamline your office with our innovative brokerage technology
- Benefit from our agency-only trading desk
- Transition your business to our powerful platform
- Consult us for guidance on your move to independence
- Tap into exclusive research and insights to expand your thinking
Kevin Barber
President
Kevin Barber is an accomplished business leader with more than 25 years of financial services experience in various sectors, including finance, product development, marketing, institutional sales and service, fund treasury and risk management. In his role as President of FCC, Kevin is responsible for overseeing all operations of the business and working closely with his colleagues within Fidelity Canada.
Kevin has been with Fidelity for over 20 years, and has held several senior management positions, including his most recent position as SVP, Client Services, at Fidelity Investments Canada. In October 2016, in addition to that role at FIC, Kevin joined FCC as Chief Administration Officer.
Prior to his tenure at Fidelity, Kevin worked in public accounting and management consulting at KPMG and PwC, respectively, and also worked in the property and casualty insurance sector. He holds an honours degree from the University of Waterloo and an MBA from York University. Additionally, Kevin is a Certified Professional (Chartered) Accountant.
Kevin has been with Fidelity for over 20 years, and has held several senior management positions, including his most recent position as SVP, Client Services, at Fidelity Investments Canada. In October 2016, in addition to that role at FIC, Kevin joined FCC as Chief Administration Officer.
Prior to his tenure at Fidelity, Kevin worked in public accounting and management consulting at KPMG and PwC, respectively, and also worked in the property and casualty insurance sector. He holds an honours degree from the University of Waterloo and an MBA from York University. Additionally, Kevin is a Certified Professional (Chartered) Accountant.
Bryan Moffitt
COO
As Chief Operating Officer, Bryan Moffitt is responsible for trading, treasury, operations, client service and onboarding. A proven leader with over 25 years’ experience in the securities industry, he has been with Fidelity since 2010. He joined the firm as Chief Compliance Officer and eventually added the role of Chief Risk Officer. Before joining Fidelity, Bryan spent 19 years with RBC, working in increasingly responsible trading, operations and compliance roles.
Bryan sits on many industry committees and is a former instructor for both the Canadian Securities Institute and the Institute of Canadian Bankers. He has achieved both the Certified Investment Manager and Derivatives Market Specialist designations, and is a Fellow of the Canadian Securities Institute.
Bryan sits on many industry committees and is a former instructor for both the Canadian Securities Institute and the Institute of Canadian Bankers. He has achieved both the Certified Investment Manager and Derivatives Market Specialist designations, and is a Fellow of the Canadian Securities Institute.
Kevin Robinson
CFO
Kevin is a financial leader with over 15 years’ experience. He joined Fidelity in 2010 and spent more than five years leading the corporate accounting function for Fidelity Clearing Canada, Fidelity Investments Canada and Fidelity Canada Asset Management. He later held the roles of Director, Fund Treasury, and Director, Finance, at Fidelity Investments Canada and Director, Finance, at Fidelity Clearing Canada before assuming his current role as Chief Financial Officer. Kevin oversees all aspects of the finance function, with responsibility for financial planning and analysis, internal control, client billing and regulatory reporting.
Kevin received an Honours BBA from Wilfrid Laurier University. Before joining Fidelity, Kevin spent seven years with PricewaterhouseCoopers in Toronto and Boston. Kevin holds the Certified Professional (Chartered) Accountant; Chief Financial Officers; and Partners, Directors and Senior Officers designations.
Kevin received an Honours BBA from Wilfrid Laurier University. Before joining Fidelity, Kevin spent seven years with PricewaterhouseCoopers in Toronto and Boston. Kevin holds the Certified Professional (Chartered) Accountant; Chief Financial Officers; and Partners, Directors and Senior Officers designations.
Paul Stapleton
CTO
With more than 25 years of experience in the Canadian financial industry, Paul Stapleton brings an innovative approach and a pioneering attitude to Fidelity Clearing Canada (FCC) as its Chief Technology Officer.
Paul manages FCC’s evolving technology strategy and the continual development of uniFide™, our fully integrated digital services platform. Paul and his integration team focus on the seamless implementation and delivery of new services, providing solutions to our clients that ensure technical alignment between our digital platforms and our clients’ technology requirements.
Paul is a recognized innovator in the Canadian blockchain, cryptocurrency and digital assets landscape. With a deep understanding of the regulatory space, as well as the needs of Canadian wealth management professionals and investors, he frequently lends his expertise to the industry at speaking events and conferences. He is an active participant in the IIROC Crypto-Asset Working Group.
Before joining FCC in 2017, Paul served as SVP, Information Technology, for investment dealer Dundee Securities, and as VP, Information Technology, for merchant banking firm Dundee Corporation. He graduated from Trinity College in the University of Toronto.
Paul manages FCC’s evolving technology strategy and the continual development of uniFide™, our fully integrated digital services platform. Paul and his integration team focus on the seamless implementation and delivery of new services, providing solutions to our clients that ensure technical alignment between our digital platforms and our clients’ technology requirements.
Paul is a recognized innovator in the Canadian blockchain, cryptocurrency and digital assets landscape. With a deep understanding of the regulatory space, as well as the needs of Canadian wealth management professionals and investors, he frequently lends his expertise to the industry at speaking events and conferences. He is an active participant in the IIROC Crypto-Asset Working Group.
Before joining FCC in 2017, Paul served as SVP, Information Technology, for investment dealer Dundee Securities, and as VP, Information Technology, for merchant banking firm Dundee Corporation. He graduated from Trinity College in the University of Toronto.
Cindy Ho
Chief Risk Officer
Cindy Ho has more than 15 years of risk management experience in the Canadian financial services industry and a strong track record of designing and implementing robust risk frameworks. As Chief Risk Officer of Fidelity Clearing Canada, Cindy is responsible for enhancing FCC’s enterprise risk management program to support the firm’s continued growth.
Before joining Fidelity, Cindy served as SVP, Enterprise Risk Management, for the independent broker dealer firm Canaccord Genuity, where she oversaw market, credit, liquidity and operational risk management for its Canadian and U.S. brokerage subsidiaries. Prior to taking her role at Canaccord, Cindy held other roles in the financial industry, including bank capital markets and pension risk management.
Cindy holds a BMath from the University of Waterloo and is a certified Financial Risk Manager (FRM) and Chartered Financial Analyst (CFA). She has also completed the Canadian Securities Institute’s Canadian Securities Course (CSC) and the Partners, Directors, and Senior Officers (PDO) Course.
Before joining Fidelity, Cindy served as SVP, Enterprise Risk Management, for the independent broker dealer firm Canaccord Genuity, where she oversaw market, credit, liquidity and operational risk management for its Canadian and U.S. brokerage subsidiaries. Prior to taking her role at Canaccord, Cindy held other roles in the financial industry, including bank capital markets and pension risk management.
Cindy holds a BMath from the University of Waterloo and is a certified Financial Risk Manager (FRM) and Chartered Financial Analyst (CFA). She has also completed the Canadian Securities Institute’s Canadian Securities Course (CSC) and the Partners, Directors, and Senior Officers (PDO) Course.
Joel Bernard
Head of Sales and Relationship Management
Joel Bernard, who has over 25 years of sales leadership experience in the Canadian financial services industry, joined Fidelity Clearing Canada in 2019 as Head of Sales and Relationship Management. In this role, Joel is responsible for FCC’s sales leadership and partner relationships.
Before joining Fidelity, Joel spent close to 20 years with Qtrade Financial Group (Aviso Wealth) in various executive capacities, most recently as SVP, online brokerage, digital wealth and business development.
Joel received a BCom from Mount Allison University and an MBA from Dalhousie University. He has successfully completed a number of Canadian Securities Institute courses, including the Partners, Directors and Senior Officers (PDO) Course.
Before joining Fidelity, Joel spent close to 20 years with Qtrade Financial Group (Aviso Wealth) in various executive capacities, most recently as SVP, online brokerage, digital wealth and business development.
Joel received a BCom from Mount Allison University and an MBA from Dalhousie University. He has successfully completed a number of Canadian Securities Institute courses, including the Partners, Directors and Senior Officers (PDO) Course.
Paige Wadden
CCO
Paige Wadden brings over 20 years of experience in the financial services industry, first with Toronto law firm Fraser & Beatty (now Dentons LLP), and then Assante/CI Investments. Paige moved from there to BMW Financial Services Canada, as Head Counsel. Prior to joining Fidelity, Paige was with Guardian Capital where she held the position as CCO at their dealership, Worldsource Wealth Management, for 10 years. As Chief Compliance Officer and VP, Risk Oversight, Paige oversees risk and compliance for Fidelity Clearing Canada.
Paige is a graduate of Osgoode Hall Law School and has completed the Partners, Directors and Senior Officers (PDO) designation, the Chief Compliance Officers’ designation and Market Exempt Dealer designation. Before joining Fidelity, she served for five years as an Adjudicator on the Hearing Panel of the MFDA. She has also completed two of three modules for her Master’s Certificate in Risk Management at the Schulich School of Business.
Paige is a graduate of Osgoode Hall Law School and has completed the Partners, Directors and Senior Officers (PDO) designation, the Chief Compliance Officers’ designation and Market Exempt Dealer designation. Before joining Fidelity, she served for five years as an Adjudicator on the Hearing Panel of the MFDA. She has also completed two of three modules for her Master’s Certificate in Risk Management at the Schulich School of Business.
Tisha Lawton
VP, Product Solutions
Tisha Lawton is a financial services product specialist with over 15 years’ experience. She joined FCC in 2017 to expand the team and provide clients with solutions to maximize their businesses.
Before joining Fidelity, Tisha spent many years in product roles at various large independent broker dealer firms, focused on building and enhancing fee-based and managed account platforms.
She holds a Finance HBBA from Brock University and has completed the Partners, Directors and Senior Officers (PDO) and Canadian Securities courses.
Before joining Fidelity, Tisha spent many years in product roles at various large independent broker dealer firms, focused on building and enhancing fee-based and managed account platforms.
She holds a Finance HBBA from Brock University and has completed the Partners, Directors and Senior Officers (PDO) and Canadian Securities courses.
Stephen Cosburn
VP, Sales and Relationship Management
stephen.cosburn@fidelity.ca
stephen.cosburn@fidelity.ca
At FCC since 2012, Stephen Cosburn has over 25 years’ experience in financial services. He has worked extensively to add new client relationships in FCC’s core area of servicing the introducing broker and portfolio management segments. Alongside his business-development activities, Steve assists customers in leveraging FCC tools and capabilities to grow their businesses.
Before joining Fidelity, Steve spent over five years with another U.S./Canada carrying broker. He also worked as an account manager with a multinational service bureau for 12 IIROC broker dealer firms, supporting daily securities processing, including year-end tax administrative services, and business goal and sales planning. Steve graduated with an MBA from the University of Miami and a Bachelor of Commerce from McMaster University.
Before joining Fidelity, Steve spent over five years with another U.S./Canada carrying broker. He also worked as an account manager with a multinational service bureau for 12 IIROC broker dealer firms, supporting daily securities processing, including year-end tax administrative services, and business goal and sales planning. Steve graduated with an MBA from the University of Miami and a Bachelor of Commerce from McMaster University.
Lawrence McCann
VP, Sales and Relationship Management
lawrence.mccann@fidelity.ca
lawrence.mccann@fidelity.ca
Lawrence joined FCC in 2018 and is responsible for growing the company’s presence in the portfolio manager segment. He is an innovative and creative business leader with the vision, commitment, broad technical background, packaging and consensus building skills required to develop, deliver and manage leading wealth management products, services and advice.
Lawrence is a graduate of the University of Toronto Bachelor of Commerce program majoring in Finance, Economics and Marketing. A veteran of the financial services industry, Lawrence has over 25 years of experience in sales, communications, product development, private wealth management and estate planning. Prior to joining FCC, Lawrence spent five years at TD Wealth Management, most recently as Senior Manager, Strategic Development, Private Trust.
Lawrence is a graduate of the University of Toronto Bachelor of Commerce program majoring in Finance, Economics and Marketing. A veteran of the financial services industry, Lawrence has over 25 years of experience in sales, communications, product development, private wealth management and estate planning. Prior to joining FCC, Lawrence spent five years at TD Wealth Management, most recently as Senior Manager, Strategic Development, Private Trust.
Brett McKinstry
Director, Sales and Relationship Management
brett.mckinstry@fidelity.ca
brett.mckinstry@fidelity.ca
Brett McKinstry brings 20 years of financial services experiences, with knowledge of all distribution channels, including IIROC, bank, credit union, MFDA, portfolio management and institutional. He has a proven track record of cultivating important B2B and advisor relationships, working closely and partnering with clients to help grow their business. He is responsible for managing and expanding FCC’s relationships with portfolio managers in Western Canada.
Before joining FCC, Brett served as vice president, national sales, at Qtrade Financial Group, leading the sales and distribution team for one of Canada’s fastest-growing mutual fund companies, with a primary focus on responsible investing (RI). His thorough knowledge of RI and ESG integration played a key role in driving the awareness and adoption of responsible investing across the country. Before Qtrade, Brett worked in a senior sales management capacity with other leading Canadian investment firms. Brett successfully completed the Canadian Securities Course and has attained the Responsible Investment Specialist designation from the Responsible Investment Organization.
Before joining FCC, Brett served as vice president, national sales, at Qtrade Financial Group, leading the sales and distribution team for one of Canada’s fastest-growing mutual fund companies, with a primary focus on responsible investing (RI). His thorough knowledge of RI and ESG integration played a key role in driving the awareness and adoption of responsible investing across the country. Before Qtrade, Brett worked in a senior sales management capacity with other leading Canadian investment firms. Brett successfully completed the Canadian Securities Course and has attained the Responsible Investment Specialist designation from the Responsible Investment Organization.
Rahim Dhanji
Director, Sales and Relationship Management
rahim.dhanji@fidelity.ca
rahim.dhanji@fidelity.ca
Rahim Dhanji joined FCC in 2023 and has over ten years of experience in the financial services industry. In his role as Director, Sales and Relationship Management, Rahim is responsible for growing the company’s presence with the introducing broker segment. Alongside his business development activities, Rahim assists customers in leveraging FCC tools and capabilities to grow their business.
Prior to joining FCC, Rahim spent ten years with Fidelity Investments Canada as a District Vice President, where he managed relationships with several hundred financial advisors across multiple dealers. He is knowledgeable in various distribution channels including CIRO regulated dealers, discretionary portfolio management, bank channel, credit union, and institutional.
Rahim is a graduate of the University of Ottawa with a Bachelor of Commerce, specializing in Finance with Honours. He has also earned the Chartered Alternative Investment Analyst (CAIA) and Chartered Investment Manager (CIM) designations.
Prior to joining FCC, Rahim spent ten years with Fidelity Investments Canada as a District Vice President, where he managed relationships with several hundred financial advisors across multiple dealers. He is knowledgeable in various distribution channels including CIRO regulated dealers, discretionary portfolio management, bank channel, credit union, and institutional.
Rahim is a graduate of the University of Ottawa with a Bachelor of Commerce, specializing in Finance with Honours. He has also earned the Chartered Alternative Investment Analyst (CAIA) and Chartered Investment Manager (CIM) designations.
Jamie Lee Deonarain
Sales Manager
jamielee.deonarain@fidelity.ca
jamielee.deonarain@fidelity.ca
Jamie Lee joined FCC in 2018 and has almost 10 years’ experience in the financial services industry. In her current role as Sales Manager, Jamie Lee partners with the sales and relationship management team to maintain relationships with our clients and ensure FCC is best positioned to meet the evolving needs of the market. Prior to her promotion to Sales Manager, Jamie Lee was responsible for marketing, events, and communications for FCC in various roles.
Before joining FCC, Jamie Lee spent nearly five years with Fidelity Investments Canada in Corporate Events.
Jamie Lee is a graduate of McGill University with a Bachelor of Arts degree. She completed a Post-Graduate Certificate, with Honours, in Event Marketing from George Brown College and a Certificate in Digital Marketing Management from the University of Toronto. She is also the recipient of FCC’s Leadership Award for 2022.
An active volunteer in the community, Jamie Lee is the Past-President of the McGill Alumni Association of Toronto and a member of the McGill Women in Leadership and Philanthropy Board. At Fidelity Canada, she is the Co-Chair of the Women’s Leadership Group. Jamie Lee enjoys mentoring students and recent graduates.
Before joining FCC, Jamie Lee spent nearly five years with Fidelity Investments Canada in Corporate Events.
Jamie Lee is a graduate of McGill University with a Bachelor of Arts degree. She completed a Post-Graduate Certificate, with Honours, in Event Marketing from George Brown College and a Certificate in Digital Marketing Management from the University of Toronto. She is also the recipient of FCC’s Leadership Award for 2022.
An active volunteer in the community, Jamie Lee is the Past-President of the McGill Alumni Association of Toronto and a member of the McGill Women in Leadership and Philanthropy Board. At Fidelity Canada, she is the Co-Chair of the Women’s Leadership Group. Jamie Lee enjoys mentoring students and recent graduates.