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Anthony Stockley

Broadridge Canada Partners with Equisoft to Enhance Its Wealth Technology Platform with Innovative Front-End Solutions

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How Portfolio Analysis Transforms Mutual Fund Wholesalers’ Advisor Relationships

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Anthony Stockley

Vice President, Wealth & Insurance Solutions Canada

Anthony has over 25 years of experience in high profile senior positions across Financial Services and Technology sectors. Organizations include Worldsource Financial Management, Guardian Capital Group, Winfund Software and Ticoon Technology. A recognized leader in wealth, he has a proven track record in helping clients with their digital transformation and process improvement goals.

  • 25+ years of financial services & insurance expertise
  • Proven success in helping companies drive profitable growth in competitive markets
  • Leadership roles in more than 50+ complex modernization and implementation initiatives

Anthony has his Partners, Directors and Senior Officers certification and is a member of the Institute of Corporate Directors. In his role at Equisoft, he leads the sales process and helps drive strategic initiatives for banks, asset managers, distributors and other key investment industry partners.