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.
Issuers We Serve
TSX Venture, CSE, NEO, OTC, Private Issuers
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.
Senior operations associate
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.
Executive & operations associate
Dana Al Batal
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.
Holly Stewart joined the Capital Transfer Agency in 2020 to expand our reach to more issuers in search of a better transfer agency and corporate services experience. Holly is a recognized and experienced leader with over 14 years of experience in Sales, Customer Service, Finance, and Events Management.
Corporate actions manager
Andy joined CTA in 2021 as a well-rounded Manager with experience at Marelli/DS Corporate Services, the OSC, and various law offices. Andy’s responsibilities include AGMs, corporate actions, stock offerings, SEDAR/SEDI filings, and corporate secretarial support for CTA clients.