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 organized as a corporation that serves mainly institutional clients and combines advisory work with broker-dealer activity. The firm is SEC-registered (registration year listed as 2025) and is owned by a mix of foreign-entity and individual ownership. Its advisory scope covers discretionary portfolio management for individuals and small businesses, for pooled investment vehicles, and for institutional or business clients. The firm charges asset-based fees and can also collect performance-based fees. Canso does not describe itself as an active ESG investor, is not a multi-state adviser, and does not list pension consulting as a core service. Canso is affiliated across a few industry roles: it operates as a broker-dealer and as an investment adviser, and it also sponsors limited partnerships and serves as sponsor/GP/managing member for pooled investment vehicles. Those sponsorship roles suggest the firm administers or manages private pooled structures in addition to separate account 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 3
  • JEFFREY CARTER

    Deputy Chief Investment Officer, Portfolio ManagerCRD 4237945

  • Heather Mason-Wood

    Chief Executive OfficerCRD 8082782

  • Shirley Sumsion

    Chief Financial OfficerCRD 8085703

Contacts

3 of 16
  • Gail Mudie

    Portfolio ManagerCRD 8082778

  • Moon Lee

    ShareholderCRD 8082832

  • Brian Usher-Jones

    CRD 8082805

Unlock 13 more contacts

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