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 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
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 5Jeffrey Carter
Deputy Chief Investment Officer, Portfolio ManagerCRD 4237945
Heather Mason-Wood
Chief Executive OfficerCRD 8082782
Vivek Verma
Deputy Chief Investment Officer, Portfolio ManagerCRD 8082803
Contacts
3 of 14Gail Mudie
Portfolio ManagerCRD 8082778
Moon Lee
ShareholderCRD 8082832
Brian Usher-Jones
Portfolio ManagerCRD 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
Similar firms
Private Advisor Group, LLC
RIAMorristown, NJ
Sands Capital Management, LLC
RIAArlington, VA
Cifc Asset Management LLC
RIAMiami, FL
Panagora Asset Management Inc
RIABoston, MA
Blackstone Alternative Credit Advisors LP
RIANew York, NY
Calamos Advisors LLC
RIANaperville, IL