Canso Investment Counsel Ltd.
Firm details
- Headquarters
- Richmond Hill Ontario,
- CRD number
- 336447
- Registered since
- May 30, 2025
- Website
- www.cansofunds.com
- 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
FINTRXOverview
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
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 5Heather Mason-Wood
Chief Executive OfficerCRD 8082782
Vivek Verma
Deputy Chief Investment Officer, Portfolio ManagerCRD 8082803
Jeffrey Carter
Deputy Chief Investment Officer, Portfolio ManagerCRD 4237945
Contacts
3 of 13Elizabeth Sit
Vice PresidentCRD 8082793
Brian Usher-Jones
Portfolio ManagerCRD 8082805
Joseph Morin
Portfolio ManagerCRD 8082806
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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