Fiduciary Trust Company of Canada

FTC Investor Services IncFTC Investor Services Inc photo

Meet Us

Asad Qureshy, BComm.,
Investment Fund Specialist

Asad Qureshy

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.

Lisa Shen, B.N.Sc.,
Investment Fund Specialist

Lisa Shen

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.

Stephen Wilton, Dip. B.Admin. Hons.,
Investment Fund Specialist

Stephen Wilton

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.

Contact Us

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 by mail at:

Calgary Office
FTC Investor Services Inc.,
350 Seventh Avenue SW, Suite 3000
Calgary, AB
T2P 3N9

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