Firm profile

CANSO INVESTMENT COUNSEL LTD.

RICHMOND HILL, ONTARIOCRD 336447Latest ADV September 26, 2025

Canso Investment Counsel Ltd. is an SEC registered investment adviser organized as a corporation with a primary office location in Richmond Hill, Ontario. Its latest Form ADV filing, dated September 26, 2025, reports $44.4B in regulatory assets under management, 65 employees, 1 office, and 107 accounts.

Assets Under Management
$44.4B
Employees
65
Offices
1 office
Total Clients
107
Primary office
RICHMOND HILL, ONTARIO
100 YORK BOULEVARD, SUITE 550, RICHMOND HILL, ONTARIO, Canada
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CEOJohn P. Carswell
CCOJeffrey T. F. Tang
CFOShirley L. Sumsion

Advisory services offered

3 types reported
Portfolio management for businesses
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles

Fee models offered

2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 59.8% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
59.8%
64
2
Pension Plans
8.4%
9
3
Government
8.4%
9
4
Other Advisers
8.4%
9
5
Corporations
7.5%
8
Categories with <5 clients
Charitable Organizations<5 clients
Insurance companies<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$44.4Bas of September 26, 2025
Discretionary100.0%
$44.4B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$44.4B
Total Accounts107
10Y AUM Change+$6.6B (+17.5%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees65
Clients per Employee2:1
10Y Employee Change-2 (-3.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.