Adviser Record

Canso Investment Counsel Ltd.

Registered investment adviser · Richmond Hill, Ontario · CRD #336447

Form ADV data as of 2026-09-01
Regulatory assets
$44.36 billion
Total accounts
107
Employees
65
Disclosure events
0

Firm details

Disciplinary disclosures

This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.

Assets and accounts

Provides continuous and regular supervisory or management servicesYes
Discretionary regulatory assets under management$44.36 billion
Non-discretionary regulatory assets under management$0
Total regulatory assets under management$44.36 billion
Discretionary accounts107
Non-discretionary accounts0
Total accounts107
Regulatory assets under management attributable to non-U.S. persons$44.36 billion

People

Total employees (excluding clerical)65
Employees performing investment advisory functions (including research)30
Employees who are registered representatives of a broker-dealer0
Employees registered as investment adviser representatives with a state0
Employees registered as IARs for another investment adviser0
Employees who are licensed insurance agents0
Firms or persons who solicit advisory clients on the firm's behalf0

Custody

Has custody of client cash or bank accountsNo
Has custody of client securitiesNo
A related person has custody of client cash or bank accountsNo
A related person has custody of client securitiesNo
The firm acts as a qualified custodianNo
A related person acts as a qualified custodianNo

How the firm is compensated

A percentage of assets under managementPerformance-based fees

Advisory services offered

Portfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients

Other business activities

Broker-dealer (registered or unregistered)Registered representative of a broker-dealer

Affiliated related persons

Broker-dealer, municipal securities dealer, or government securities broker or dealerOther investment adviser (including financial planners)Sponsor or syndicator of limited partnershipsSponsor, general partner, or managing member of pooled investment vehicles

Client types

Type of clientClientsAssets
Investment companies1$1.32 billion
Pooled investment vehicles (other than investment companies and BDCs)64$25.50 billion
Pension and profit sharing plans (not the participants or government plans)9$3.08 billion
Charitable organizations4$198.5 million
State or municipal government entities (including government pension plans)9$3.57 billion
Other investment advisers9$8.53 billion
Insurance companies1$101.6 million
Corporations or other businesses not listed above8$1.85 billion
Other2$207.5 million