CANSO INVESTMENT COUNSEL LTD.
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Investment Grade Corp Bonds60%
- Sovereign Bonds25%
- Non-Investment Grade Corp Bonds8%
- US Government Bonds6%
- Exchange Traded Equities1%
Owners & executives
3 of 3JEFFREY CARTER
Deputy Chief Investment Officer, Portfolio ManagerCRD 4237945
Heather Mason-Wood
Chief Executive OfficerCRD 8082782
Shirley Sumsion
Chief Financial OfficerCRD 8085703
Contacts
3 of 16Gail Mudie
Portfolio ManagerCRD 8082778
Moon Lee
ShareholderCRD 8082832
Brian Usher-Jones
CRD 8082805
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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