FTC Investor Services Inc.

Investing Your Way ... With a Little Help From Us

For clients who would like access to direct investing, our FTC Investor Services team is dedicated to meeting your needs.

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Investing Your Way...With a Little Help from Us

Through our affiliation with Franklin Templeton Investments, you have access to a full range of solutions and services from commission-free mutual fund investing to investment advice that is tailored to you and your personal situation. In addition you have access to comprehensive wealth management capabilities provided by our parent company, Fiduciary Trust Company of Canada, including discretionary investment management and trust and estate services.

A Proud Heritage

Originally part of Franklin Bissett Investment Management, we’ve been helping investors build their portfolios of mutual funds since 1982. Today, FTC Investor Services Inc. is a subsidiary of Fiduciary Trust Company of Canada and is registered as a mutual fund dealer authorized to sell Franklin Templeton Investments mutual funds.

A World of Choice

As an FTC Investor Services client, you have access to a broad range of asset classes from the distinct money managers: Franklin Bissett, Franklin, Templeton, Franklin Mutual Series and the Fixed Income Group.

Lean Fees Add Results

As a self-directed investor you deserve a break on fees. With a minimum $25,000 to invest, you will have access to a broad range of low fee funds, without extra sales commissions. Overall this means higher net returns over the long-term. Investing in commission-free funds also gives you the flexibility to switch between funds without penalty.

Sound Advice

Our Investment Fund Specialists are not compensated through commissions and are dedicated to helping you build and manage your mutual fund portfolios in accordance with your goals and tolerance for risk.

Invest With Us

How to Invest With Us

FTC Investor Services Inc. is a mutual fund dealer and a wholly owned subsidiary of Fiduciary Trust Company of Canada. As part of the Franklin Templeton Investments family, we offer Franklin Templeton mutual funds to you directly through your Investment Fund Specialist, this is what you need to know when investing through us.

New Accounts

Please contact an FTC Investment Fund Specialist at 1.866.310.5522.

Manage Your Existing Account

Managing your existing account with FTC Investor Services Inc. is simple and straightforward.

For regular transactions like purchases, withdrawals and switches please mail or fax the client request form (download). In some cases an updated Know Your Client form will be required.

To transfer funds from an account from another financial institution please provide:

Mail

Please mail the application and details above to:

Calgary Office
FTC Investor Services Inc.,
335 Eighth Avenue SW, Suite 1940
Calgary, AB

T2P 1C9

Toronto Office
FTC Investor Services Inc.,
200 King Street West, Suite 1500
Toronto, ON
M5H 3T4

Investments - Funds

You are about to leave the FTC Investor Services Inc. website. Clicking OK below will take you to an independent site. Information and services provided on this independent site are not reviewed by, guaranteed by, or endorsed by Franklin Templeton Investments Corp. or its affiliates. Please keep in mind that this independent site's terms and conditions, privacy and security policies, or other legal information may be different from those of Franklin Templeton Investments' site. Franklin Templeton Investments is not liable for any direct or indirect technical or system issues, consequences, or damages arising from your use of this independent website.

Tools

Tools

Franklin Quotential bestfit questionnaire

Franklin Quotential bestfit questionnaire

The Franklin Quotential portfolio that best fits your needs depends on your risk tolerance, investment time horizon and expected returns. To help you, Franklin Templeton Investment Corp. has developed bestfit, a comprehensive questionnaire that your FTC ISI Investment Fund Specialist will complete with you to help assess which Franklin Quotential portfolio is right for you.

Find out today

How to Read Your Statement

How to Read Your Statement

Your account statement provides detailed and up-to-date information about your investments.

Here's how to read each section

Words of Wisdom from Sir John

Why Diversify Brochure

Thoughts on building wealth, the power of patience, and cultivating an appreciation for all of life’s riches.

Learn more

Questions?

Call an Investment Fund Specialist between 8:00 a.m. and 4:30 p.m. (EST) at 1.866.310.5522,
fax 1.800.903.1638.
Email us anytime at invest@ftcisi.ca.



Contact Us

Meet Our People

Dennis Tew, President & CEO, FTC Investor Services Inc.

Dennis Tew, CPA, CA, CFP, CPA (ILLINOIS)

President & CEO, FTC Investor Services Inc.

As president & CEO of FTC Investor Services Inc., Mr. Tew oversees the strategy and operations of Franklin Templeton Investments MFDA registered mutual fund dealership. Prior to his current role, Mr. Tew was the head of Sales Compliance and Business Operations for all distribution activities in North America. Earlier roles included acting as the head of Corporate Development and Planning for Canada and serving as senior vice president and chief financial officer for Franklin Templeton Investments Corp. for more than a decade. Having joined the firm in 1996, Mr. Tew's previous roles have also included head of Taxation and controller. Before joining Franklin Templeton, he held a management position in the taxation department of a major assurance, tax and advisory services firm. Mr. Tew earned an honours B.A. degree in Chartered accounting from the University of Waterloo where he currently serves as an honorary fellow in the School of Accounting. He is a Canadian Chartered Professional Accountant (CPA), Chartered Accountant (CA), Certified Financial Planner (CFP) and a U.S. Certified Public Accountant (CPA Illinois).

FTC Investor Services Inc.

FTC Investor Services Inc.

FTC Investor Services Inc.

866- 310-5522

Stephen Wilton, Investment Fund Specialist

Stephen Wilton, Dip. B.Admin. Hons.,

Investment Fund Specialist

Stephen Wilton joined Franklin Templeton Investments in 1998. Prior to working with FTC Investor Services, he spent four years in senior service roles within Franklin Templeton Investments. Mr. Wilton graduated from Centennial College in 1999 with a diploma in Business Administration (Honours). He has completed industry programs such as the Conduct and Practices Handbook, and the Canadian Securities Course in 2000.

416- 957-6180

Asad Qureshy, Investment Fund Specialist

Asad Qureshy, BComm.,

Investment Fund Specialist

Asad Qureshy joined FTC Investor Services Inc. in July 2015. He earned a Bachelor of Commerce degree (Finance) from the University of Concordia in Montreal through the John Molson School of Business. Asad began his career in financial services in 2008 and has worked for several of Canada's largest retail banks in various client service and compliance roles. Along with his sales, service and compliance experience, Mr. Qureshy has completed the Canadian Securities Course, Branch Compliance Officer's Course, Professional Financial Planning Course and is currently awaiting registration for his Personal Financial Planner (PFP) designation.

416- 957-6526

Lisa Shen, Investment Fund Specialist

Lisa Shen, B.N.Sc.,

Investment Fund Specialist

Lisa Shen began her financial services career with Franklin Templeton Investments in 2007 and enjoyed a progressive learning career there, working in various client services roles before joining FTC Investor Services Inc. in January 2015. Along with her sales and service experience, Lisa is a graduate from Queen's University who has successfully completed the Investment Funds Canada course (IFIC) and the Canadian Securities Course (CSC). She is currently working towards a Certified Financial Planner (CFP) designation.

416- 957-6511