Invesco Canada LTD. is a fund manager in Toronto, Ontario with $25.31 bn assets under management.
Company profile
Employees
Incorporated
Location
Fiscal year end
Former names
Aim Funds Management Inc., Invesco Trimark LTD. , Invesco Trimark LTD.
SEC CIK
SEC advisor number
801-62166
FINRA CRD number
126572
AUM ?
$25.31 bn
(as of 30 Mar 22)
Accounts
139
(as of 30 Mar 22)
Employees
105
(10 investment advisory or research)
Address
Invesco Canada LTD.
SECRETARY, LEGAL DEPARTMENT
5140 YONGE STREET, SUITE 800
TORONTO
A6 M2N 6X7
SECRETARY, LEGAL DEPARTMENT
5140 YONGE STREET, SUITE 800
TORONTO
A6 M2N 6X7
Office hours
Monday - Friday, 8:00 A.M. - 6:00 P.M. EASTERN STANDARD TIME
Phone
1-800-874-6275
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Kingston, James (Jamie), Douglas | Head of Product Management, Efts & Alternatives | 01/2011 | < 5% |
Invesco Holding Company Limited (Uk) | Sole Shareholder Holding All the Issued Common Shares | 01/2009 | > 75% |
Invesco LTD. | Sole Shareholder Holding All the Issued Ordinary Shares | 12/2007 | > 75% |
Russell, James (Jim), Charles | Director, Transfer Agency | 01/2011 | < 5% |
Peck, Michael, H | Senior Vice President, Institutional Investments | 07/2015 | < 5% |
Mackay, Jason, Christopher | Head of Wealth Management Intermediaries, Canada | 04/2018 | < 5% |
Invesco, Inc. | Sole Shareholder Holding All the Issued Common Shares | 11/2017 | > 75% |
Zerr, John, Mark | Director, Chairman, Chief Executive Officer and President | 03/2019 | < 5% |
Russell, James (Jim), Charles | Director | 06/2019 | < 5% |
Mackay, Jason, Christopher | Director | 06/2019 | < 5% |
Archibald, Jacqueline, (Kate) | SVP, Head of Compliance, Canada | 02/2020 | < 5% |
Abraham, Shalomi | SVP, Head of Legal - Canada | 08/2019 | < 5% |
Abraham, Shalomi | Secretary | 01/2019 | < 5% |
Archibald, Jacqueline, (Kate) | Chief Compliance Officer | 02/2020 | < 5% |
Sadinsky, Shane, Ezra | Chief Financial Officer, Funds | 02/2021 | < 5% |
Krugman, Jordan, Andrew | Director | 02/2021 | < 5% |
Krugman, Jordan, Andrew | Chief Financial Office | 06/2021 | < 5% |
Chiefalo, Pasquale (Pat) | Senior Vice President, Head of Etfs & Indexed Strategies | 04/2021 | < 5% |
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Invesco | $25.31 bn | |
Invesco Global Direct Real Estate Fund | $820.69 mm | Real Estate Fund |
Invesco Global Direct Real Estate Feeder Fund |
Latest filings (excl ownership)
TA-2
Annual report of transfer agent activities
28 Mar 24
TA-2
Annual report of transfer agent activities
24 Mar 23
TA-2
Annual report of transfer agent activities
24 Mar 22
TA-1/A
Registration as a transfer agent (amended)
18 Aug 21
TA-1/A
Registration as a transfer agent (amended)
7 May 21
TA-2
Annual report of transfer agent activities
24 Mar 21
TA-1/A
Registration as a transfer agent (amended)
18 Mar 21
TA-1/A
Registration as a transfer agent (amended)
16 Dec 20
TA-2
Annual report of transfer agent activities
26 Mar 20
TA-1/A
Registration as a transfer agent (amended)
27 Feb 20
Latest ownership filings
No filings