McGill University Archives Private Fonds

MONTREAL EXCHANGE/LA BOURSE DE MONTREAL, 1867-

The beginnings of the Montreal Exchange/La Bourse de Montréal can be traced to private stock trading between merchants at the Exchange Coffee House as early as 1832. In 1842 the Board of Stock and Produce Brokers was established to promote the sale of stock and produce in a more regular and systematic manner. By 1862 the Board was split into two parts; the Corn Exchange, which specialized in produce and the Board of Stock Brokers. In 1872 the Board of Brokers changed its name to the Montreal Stock Exchange and two years later received a provincial charter. The Montreal Curb Market, founded in 1926, became the Canadian Stock Exchange in 1953, and merged with the Montreal Stock Exchange in 1974. In 1982 the Montreal Stock Exchange changed its name to the Montreal Exchange.

The Montreal Exchange and the Montreal Curb Market/Canadian Stock Exchange were organized along similar lines. Each had a chief governing body elected annually from among its members. For the Montreal Exchange, this body was and still is called the Governing Committee while its equivalent for the Montreal Curb Market/Canadian Stock Exchange was named the Board of Management. These bodies consisted of several governors, a chairman, vice-chairman and secretary treasurer. Initially they performed most of the executive and management function of their respective organizations. They appointed sub-committees from the membership of the exchange which were responsible for the major function of the exchanges. For example, each exchange had committees responsible for listings, member relations, regulation of floor transactions and the administration of their buildings.

In 1883 the first salaried employee, an Assistant Secretary was hired by the Montreal Stock Exchange to help keep the Exchange's records. In the 1920's the increased trading activity on the exchange had led to the hiring of managers and other employees to handle the mounting paper burden. By 1938 the Governing Committee had appointed a senior paid official, with the title of General Manager, and given him general executive powers over the affairs of the exchange. By 1945 the general manager was responsible for the administration of all the departments of both the Montreal and Canadian Stock Exchanges. He was aided by a manager responsible for the Canadian Stock Exchange and other managers or supervisors responsible for the individual departments of the exchanges. In 1956 in order to bestow greater executive powers on the chief official of the exchanges the position of President was created. The President became the chief executive officer of the Exchanges and responsible for the planning and direction of the exchange's activities. Since 1956 Vice-Presidents and Executive Vice-Presidents have been appointed to assume responsibility for the internal operations and administration of the exchange. The pre-1956 managers or supervisors have been replaced by Directors who like their predecessors are responsible for the departments of the exchange.

At various times in its history the Montreal Stock Exchange has organized subsidiary companies. Some like the Exchange Clearing House Company, the Exchange Printing Company and the Espirit Ltd., (another printing company) were an outgrowth of the exchange's internal operations. Since transactions on the exchange involved the buying and selling of shares between member firms, a clearing house was established to regulate and tabulate the results of these sales. The printing companies reflect the need to publish the results of transactions for potential investors. Other subsidiary companies reflect the stock exchanges' response to investors demand for services which were not normally provided by the exchange, for example the Canadian Commodity Exchange Inc.

UNIVERSITY ARCHIVES

Originals, 1867-1978, 80 m (M.G. 1010)

This archive contains administrative and financial records of the Montreal Stock Exchange/Montreal Exchange and its subsidiary companies, and of the Montreal Curb Market/Canadian Stock Exchange.

I. Montreal Exchange/La Bourse de Montréal, 1867-1978

The records of the governing bodies comprise correspondence with legal advisors, 1895-1933, case files on membership applications, 1922-1973, and the minutes of the subcommittees on Building, 1902-1904, Unlisted Bonds, 1923-1925, and Unlisted Stocks, 1921-1922. The Building subcommittee's letterbook for 1903-1904 also survives. Administrative records include the general correspondence of the President, 1956-1959, subject files of the Executive Vice-President, 1926-1965, and Vice-President of Development, 1975-1976. Files of the General Manager include correspondence with auditors, 1942-1953, and correspondence concerning listed and member firms, ca 1930-1950. Responsibility for these two latter areas later fell on the Directors of Listings and of Member Relations, whose case files and general correspondence, including files inherited from the General Manager, cover the period 1902-1975 and 1920-1975 respectively. A small amount of general correspondence stems from the Director of Development's office, 1974-1975. Trading transactions from 1867-1975 are listed according to companies involved (daily stock ledgers, weekly sheets and trading summaries and monthly review) and also by volume of activity (daily sales volume and value of transactions, monthly industrial volume, combined volume and value of transactions). Accounting records comprise general and special journals, 1919-1968, and ledgers, ca 1902-1968, as well as trial balance books for 1941-1947.

2. Subsidiary Companies, 1927-1968

Minutes of the 1938 annual meeting of the Montreal Bond Exchange survive, but most of this series consists of accounting records for office operations of the following companies: Canadian Commodity Exchange Inc. (journals, 1935-1964, and ledgers, 1937-1964); Espirit Ltd. (journals, 1930-1937); Exchange Clearing House Co. (journals, 1929-1968, and trial balance book, 1961-1967); and Exchange Printing House Co. (journals; 1927-1968, ledgers 1927-1958, and trial balance books, 1963-1967).

3. Montreal Curb Market/Canadian Stock Exchange, 1926-1973

Minutes of the Board of Management cover 1927-1935. Administrative records include the President's general correspondence from 1956-1959. Most of the administrative records of these exchanges were interfiled with Montreal Stock Exchange/Montreal Exchange material. All records produced after 1956 were from offices responsible for like activities of both exchanges. The trading transactions series follows the same pattern as that for the Montreal Exchange, likewise organized by companies, 1926-1972, and by volume of activity, 1933-1962. Accounting records comprise journals, 1933-1967, ledgers, 1927-1958, and trial balance books, 1927-1949, 1951-1954.

Reference
McGill University Archives. A Guide to Archival Resources at McGill University: Private Papers held at McGill University, part 1. Vol. 2. Montreal: McGill University, 1985. p.178-180.

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