Canso Investment Counsel Ltd.

RIASEC Registered
Total AUM
$46.6B
Discretionary
$46.6B
100% of AUM
Avg account
$444M
Accounts
105
Employees
71
Advisory reps
18

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 Vehicles60.51%
  • Other Investment Advisers17.34%
  • State / Municipal Government7.76%
  • Pension & Profit Sharing Plans6.37%
  • Corporations / Businesses4.42%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Canso Investment Counsel Ltd. is organized as a corporation and operates as an institutional registered investment adviser; it is registered with the SEC as of 2025. The firm serves primarily institutional clients and combines advisory services with broker‑dealer activity, including acting as a registered representative of a broker‑dealer. Ownership is reported as a mix of a foreign entity and an individual. Advisory capabilities include discretionary portfolio management across client types: individuals and small businesses, pooled investment vehicles, and institutional or corporate accounts. Fees are charged as a percentage of assets under management and the firm also uses performance‑based fee arrangements. Canso is not identified as an active ESG investor and does not position itself as a capital allocator or pension consultant. Industry affiliations indicate roles beyond advisory work, including sponsor or general partner activity for pooled vehicles and related sponsor/sponsor LP activity.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

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
  • Heather Mason-Wood

    Chief Executive OfficerCRD 8082782

  • Vivek Verma

    Deputy Chief Investment Officer, Portfolio ManagerCRD 8082803

  • Jeffrey Carter

    Deputy Chief Investment Officer, Portfolio ManagerCRD 4237945

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Contacts

3 of 13
  • Elizabeth Sit

    Vice PresidentCRD 8082793

  • Brian Usher-Jones

    Portfolio ManagerCRD 8082805

  • Joseph Morin

    Portfolio ManagerCRD 8082806

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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