Why Capital Transfer Agency?

Capital Transfer Agency is a professional services firm that provides the highest-quality service in the industry. We believe the best way to help our clients is to offer innovative and customizable solutions. As part of the Pacific Services Group, we can easily assist issuers in both Canada and the United States.

We pride ourselves on our client-first approach, and our dedication to finding solutions that work. At CTA, we believe in building long-term working partnerships, to ensure we always deliver unparalleled service and responsiveness, which helps you achieve outstanding results.

Our Company History

Since 2004 Capital Transfer Agency has been committed to delivering a world-class customer experience. We are proud to be part of the Pacific Services Group, and together with Pacific Stock Transfer in the US, we now represent over 3,000 issuers, comprised of over 750,000 shareholders worldwide.

About Capital Transfer Agency
Issuers We Serve

Canadian Exchanges

TSX Venture, CSE, NEO, OTC, Private Issuers
U.S. Exchanges
NYSE, Nasdaq, OTC QX, OTC QB, OTC Pink, Grey Market, Pre-IPO, Private Cos, REITs, Mutual Funds

Our Promise To You

We bring an unparalleled depth of knowledge, experience, and dedication to providing the most comprehensive transfer agent services available. With our client-first philosophy and exceptional responsiveness, we deliver customized solutions designed to help your organization succeed.

Our Team

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Sarah Morrison

Managing Director

smorrison@capitaltransferagency.com

About Me

Sarah Morrison joined Capital Transfer Agency in 2017. As Managing Director, Sarah specializes in business development, strategy, and all aspects of the trust and transfer business and provides expert advisory and strategy services to a variety of public and private companies. Sarah has over 18 years of experience in the financial services industry holding various roles in legal, compliance and corporate secretarial functions. In her spare time Sarah devotes her time to her family, namely her two children.
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Sandra Presnail

Operations Manager

spresnail@capitaltransferagency.com

About Me

Sandra Presnail has been with Capital Transfer Agency since 2007 as Operations Manager. Sandra has spent her career in the financial services industry in various roles and functions. Sandra is experienced in all aspects of the transfer agency business and leads the more complex transactions. In her spare time Sandra is an avid golfer.
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Danielle Cavalcante

Senior operations associate

dcavalcante@capitaltransferagency.com

About Me

Danielle Cavalcante has been with Capital Transfer Agency since 2008. In her current role Danielle is responsible for corporate actions and leads our Annual Meeting Services for clients. Prior to joining CTA, Danielle was involved in investor relations. In her spare time Danielle enjoys spending time with her children and taking trips to the arcade.
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Nick Vaswani

operations associate

nvaswani@capitaltransferagency.com

About Me

Nick Vaswani joined Capital Transfer Agency in early 2019 in the role of Operations Associate. Nick has spent his career working in the financial services industry in various roles and brings previous transfer agency experience. Nick is a graduate of Carleton University in Ottawa, Canada where he majored in Economics. In his free time Nick devotes himself to various charitable causes.

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Andrea Benzinger

Executive & operations associate

abenzinger@capitaltransferagency.com

About Me

Andrea Benzinger joined Capital Transfer Agency in 2019 as an Executive and Operations Associate. Andrea has 10 years of experience in the financial services industry and has previously worked as a corporate accountant. She is a graduate of the University of Western Ontario where she majored in Management and Organization studies.  In her spare time Andrea enjoys reading.
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Dana Al Batal

administrative assistant

dbatal@capitaltransferagency.com

About Me

Dana Batal joined Capital Transfer Agency in 2019, upon relocating to Canada.  Dana holds  a bachelor’s degree in Trade and Economics and has over 10 years of project administration and managerial experience. In her spare time Dana enjoys playing basketball and volunteering to organize activities for the children of those who are new to Canada.

Interested in working with us? We're always on the lookout for the best and brightest.