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JOE DESARIO APPOINTED AS PRESIDENT & CEO OF IFDS CANADA May 18, 2023 The IFDS Board of Directors is pleased to announce the appointment of Joe DeSario as President & CEO of IFDS Canada. After serving as Acting CEO since December 2022, Joe was appointed to the role on a permanent basis at the conclusion of a comprehensive recruitment process that considered both internal and external candidates. Joe brings a wealth of experience to the role with his in-depth knowledge of IFDS, its clients, and the transfer agency industry at large, along with an exciting vision for the future of the business and IFDS Canada’s overall growth.
CANADIAN WESTERN BANK LAUNCHES ITS BROKER-TRADED HISA PRODUCTS ON IFDS’ CORE SOFTWARE OFFERING, IFAST July 15, 2024 Administered by CWB Trust Services and distributed over Fundserv, CWB’s new HISA solutions offer investors a simple and effective tool to help diversify their portfolios and grow savings. As one of IFDS’s newest clients, we congratulate CWB on this addition to their product lineup and look forward to a successful partnership that drives growth and delivers unparalleled value to investors.
RPIA TO JOIN IFDS CANADA’S GROWING COMMUNITY OF CLIENTS July 14, 2024 We are excited to announce that Toronto-based asset management firm RPIA has chosen IFDS to be its recordkeeping provider. We look forward to welcoming RPIA on board later this year and are dedicated to supporting their evolving business needs and delivering exceptional service to their clients.
