Investment dealer · Established 2014
Welcome to
Fortrade Canada Limited Trust
A Canadian investment dealer serving corporate and institutional clients across the capital markets.
Our Firm
Fortrade Canada Limited Trust (“Fortrade”, “the Firm” or “we”) is a Canadian incorporated investment dealer. The Firm specialises in capital raises for public and private companies in the middle market arena.
We have full-service capabilities, with the global reach to manage both domestic and international transactions. The Firm prides itself on giving its corporate and institutional clients boutique-level service at every stage of a mandate.
We maintain a custody and clearing relationship with a tier-1 Canadian correspondent, so client assets are held with an established custodian rather than on our own books.
Capabilities
Bought deals, marketed offerings and private placements for issuers on the TSX, TSXV and CSE, with distribution to institutional and retail channels.
Senior and subordinated debt, convertible instruments and structured solutions arranged alongside our institutional lending relationships.
Agency execution and liquidity sourcing for institutional accounts, supported by a trading desk with direct market access.
Mergers and acquisitions, fairness opinions, valuations and strategic advice for boards and special committees.
Registrations
Fortrade Canada Limited Trust is a member of the Canadian Investment Regulatory Organization (“CIRO”) and the Canadian Investment Protection Fund (“CIPF”).
Our Team
Chief Executive Officer
Twenty-two years in Canadian capital markets, previously head of equity origination at a bank-owned dealer.
Head of Institutional Sales
Covers institutional accounts across Canada and the United Kingdom, with a focus on small and mid-cap issuers.
Chief Compliance Officer
Former regulator, responsible for the Firm's registration, supervision and client-facing disclosure obligations.
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