President and founder of Securities Services and Trader ii Software
Claire created Securities Services in 1988 after discovering the DOS-based securities accounting program created by Peter B. Macdonald. In the 1990s Claire made significant improvements to the program including developing a transaction coding system that has been in use for over 20 years.
In 2008, the daunting task of developing an online version of the program began. In 2013, the “view only” access feature was added to enable clients to view their trading activity and reports wherever they are.
Director of Securities Services, Trader ii Software and Corporate Assistant
Charlotte joined Securities Services in 2009. She works closely with Claire and is an integral part of the leadership team.
Charlotte has over 15 years experience in both the public and private sectors of the corporate and securities industries. Her experience includes areas of corporate compliance, continuous disclosure, financing transactions and regulatory filings. Charlotte is also one of our Securities Accountants and Insider Filing Agents providing clients with accurate capital gains and loss reports and ensures that insider reports are balanced and filed in a timely manner.
Tina Whyte brings over 15 years of successful experience in the securities industry. Her expertise spans from the areas of securities regulatory compliance; including continuous disclosure, financing transactions and financial reporting to corporate governance. Ms. Whyte has formerly held director and officer positions in publicly traded companies on the TSX Venture Exchange. Ms. Whyte also brings the additional specialized skill set of a valued senior securities paralegal. She currently holds the position of Corporate Secretary for El Nino Ventures Inc., Next Gen Metals Inc. and Pacific North West Capital Corp.