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Who We Are

Fundserv is an important link to the investment industry. In addition to its network and workflow applications, Fundserv leads and facilitates industry committees and working groups that promote automation initiatives and establish the industry's electronic standards.

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.

Our commitment to the industry goes beyond the solutions we deliver and is exemplified through our history and our future of being the trusted source to the industry. We don’t take this for granted and continue to focus on building solutions that enhance our value through Collaboration, Adaptability, Integrity, and Respect.

We’re a trusted resource for the entire industry. We are a passionate and prepared team working towards a common goal. We can’t succeed unless we’re all rowing in the same direction, with a boat full of people from across the industry. That’s Collaboration.
Change is all around us, so we challenge the status quo, because opportunities to change are also opportunities to grow. That’s Adaptability.
We’re accountable for our work, whether doing it ourselves or trusting one another to get it done. Above all, we’re honest and transparent – with our stakeholders, with each other, and with ourselves. That’s Integrity.
We work hard, while fostering diversity and inclusion. Sometimes, we’re going to disagree, but we disagree agreeably. That’s Respect.