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ptodd@feicanada.org
TorontoTorontoCalgaryAtlantic Provinces Mon - Fri 10:00-17:00 1 (866) 677-3007 Mon - Fri 10:00-18:00 403-807-1111 Mon - Fri 10:00-18:00 902-830-8868
ptodd@feicanada.org
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FEI Canada Private Companies > Our Services > Portfolio Management

Portfolio Management

GLOBAL STRATEGIES, INSIGHT-DRIVEN TRANSFORMATION

Our Trading helps clients run and transform their front, middle and back-office trading operations. We provide buy-side, sell-side and market infrastructure firms with a full-service offering, including systems integration and technology consulting services, to assist in delivering high performance trading and settlement capabilities across all asset classes. This includes strategy, architecture design, operating model work, process improvement, systems building and trading package integration as well as application management, application outsourcing and business process outsourcing. More than 25 years of experience working in the industry has enabled us to build our services and solutions in strategy, consulting, digital, technology and operations that help our clients with their trading projects around the world. Capabilities we leverage for our clients include a powerful alliance network with leading capital markets software vendors, and programs such as the FinTech Innovation Lab that keep us at the forefront of innovation. Our Trading helps clients run and transform their front, middle and back-office trading operations. We provide buy-side, sell-side and market infrastructure firms with a full-service offering, including systems integration and technology consulting Our Trading helps clients run and transform their front, middle and back-office trading operations. We provide buy-side, sell-side and market infrastructure firms with a full-service offering, including systems integration and technology consulting services, to assist in delivering high performance trading and settlement capabilities across all asset classes. This includes strategy, architecture design, operating model work, process improvement, systems building and trading package.

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A Team
Of Professionals.

Transforming distribution and marketing with key capabilities in customer insight and analytics.

Analyze Your
Business.

Transforming distribution and marketing with key capabilities in customer insight and analytics.

Business Information

Our Trading helps clients run and transform their front, middle and back-office trading operations. We provide buy-side, sell-side and market infrastructure firms with a full-service offering, including systems integration and technology consulting services, to assist in delivering high performance trading and settlement capabilities across all asset classes. This includes strategy, architecture design, operating model work, process improvement, systems building and trading p

Key Analyze

Our Trading helps clients run and transform their front, middle and back-office trading operations. We provide buy-side, sell-side and market infrastructure firms with a full-service offering, including systems integration and technology consulting services, to assist in delivering high performance trading and settlement capabilities across all asset classes. This includes strategy, architecture design, operating model work, process improvement, systems building and trading p

Our Workflow & Process

Our Trading helps clients run and transform their front, middle and back-office trading operations. We provide buy-side, sell-side and market infrastructure firms with a full-service offering, including systems integration and technology consulting services, to assist in delivering high performance trading and settlement capabilities across all asset classes. This includes strategy, architecture design, operating model work, process improvement, systems building and trading p

Our Trading helps clients run and transform their front, middle and back-office trading operations. We provide buy-side, sell-side and market infrastructure firms with a full-service offering, including systems integration and technology consulting services, to assist in delivering high performance trading and settlement capabilities across all asset classes. This includes strategy, architecture design, operating model work, process improvement, systems building and trading p

Capital Markets Specialist

Cassie Wang

Head of Finance, Lightship Security

Cassie is Head of Finance of Lightship Security (One of the world’s leading lab in cyber security validation industry). As the head of finance and part of senior leadership group, Cassie plays a diverse role, including strategic planning, treasury, corporate finance, accounting, and investor relations.

Randy Williamson

Senior Partner, Aird & Berlis LLP Toronto

As a senior partner of Toronto law firm Aird & Berlis LLP and leader of its AB Strategy practise, with nearly 40 years’ experience as a lawyer, CPA, public company executive and multi-business owner, Randy Williamson advises private enterprises and their owners/investors (families, PE firms and family offices) on key strategic matters.

Our Services

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