Canso Investment Counsel Ltd.

RIASEC RegisteredEst. 2025
Total AUM
$44.4B
Discretionary
$44.4B
100% of AUM
Avg account
$415M
Accounts
107
Employees
65
Advisory reps
19

Firm details

Headquarters
Richmond Hill Ontario,
CRD number
336447
Registered since
May 30, 2025
Custodians
STATE STREET BANK AND TRUST COMPANY, CIBC WORLD MARKETS CORP., RBC CAPITAL MARKETS, LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles57.5%
  • Other Investment Advisers19.23%
  • State / Municipal Government8.04%
  • Pension & Profit Sharing Plans6.95%
  • Corporations / Businesses4.17%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Canso Investment Counsel Ltd. is registered as an institutional RIA that also operates broker-dealer activities and registered representative functions. The firm reports an ownership mix that includes a foreign entity and an individual and lists its SEC registration year as 2025. Its client focus is primarily institutional, and its advisory services cover portfolio management for individuals and small businesses, pooled investment vehicles, and institutions or businesses. Compensation comes through both asset-based fees and performance-linked fees. The firm does not identify as an active ESG investor. Canso also performs sponsor and management roles across private structures: it is listed as a sponsor and as a general partner/managing member of pooled investment vehicles, and it sponsors limited partnerships (excluding pooled investment vehicles) — indicating direct involvement in structuring and operating closed-ended or private vehicles in addition to discretionary portfolio management.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Investment Grade Corp Bonds 60%, Sovereign Bonds 25%, Non-Investment Grade Corp Bonds 8%, US Government Bonds 6%, Exchange Traded Equities 1%60%
  • Investment Grade Corp Bonds60%
  • Sovereign Bonds25%
  • Non-Investment Grade Corp Bonds8%
  • US Government Bonds6%
  • Exchange Traded Equities1%

Owners & executives

3 of 5
  • Jeffrey Carter

    Deputy Chief Investment Officer, Portfolio ManagerCRD 4237945

  • Heather Mason-Wood

    Chief Executive OfficerCRD 8082782

  • Vivek Verma

    Deputy Chief Investment Officer, Portfolio ManagerCRD 8082803

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Contacts

3 of 14
  • Gail Mudie

    Portfolio ManagerCRD 8082778

  • Moon Lee

    ShareholderCRD 8082832

  • Brian Usher-Jones

    Portfolio ManagerCRD 8082805

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Richmond Hill Ontario, null

Location

Richmond Hill Ontario, null

Headquartered in Richmond Hill Ontario, null.

Address
100 York Blvd
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth