Sales & Trading

Institutional clients around the world served by 12 professionals
Companies presented to our firm in the past 3 years. 100+ were pre-IPO/RTO
Presentations to institutional investors in 2020

Our sales and trading desk provides institutional money managers with unique investment ideas and reliable trading services. Our sales team services pension, mutual, and hedge fund managers across Canada, the US, and Europe and our traders monitor and are engaged in day-to-day trading to maintain healthy liquidity.

The Beacon Edge – Knowledge

Our focus on specific sectors gives us an edge over traditional investment dealers – we possess a heightened degree of detail about the companies we cover which we relay to clients in informative, succinct corporate updates.

In addition, our sales desk works very closely with our research team as it generates new coverage ideas. This interaction ensures that our sales team never misses a material development in the stories we cover.

We strongly believe in supporting our coverage universe through active trading and we’ve developed a reputation of being top traders in the companies we cover.

Institutional Equity

Our institutional equity platform is carving out a niche amongst Canadian investment dealers, with a focus on mid-market growth companies in oil and gas, technology, energy infrastructure, and non-resource special situations. Our idea-driven approach ensures that our clients, both institutional investors and issuers, are offered unique and innovative solutions to help achieve their goals.

Institutional Equity Services

  • Equity research
  • Sales & trading
  • Equity underwriting
  • M&A advisory