Greystone Managed Investments is an investment advisor in Regina, Saskatchewan with $25.90 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
SEC advisor number
801-107366
FINRA CRD number
283093
AUM ?
$25.90 bn
(as of 1 Apr 19)
Accounts
400
(as of 1 Apr 19)
Employees
121
(70 investment advisory or research)
Address
Greystone Managed Investments
300-1230 BLACKFOOT DRIVE
REGINA
A9 S4S 7G4
300-1230 BLACKFOOT DRIVE
REGINA
A9 S4S 7G4
Office hours
Monday - Friday, 8 A.M. - 5 P.M. (CENTRAL TIME)
Phone
306-779-6400
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Greystone Capital Management Inc. | Shareholder | 01/2000 | > 75% |
Vanderhooft, Robert, Leonard | Chief Executive Officer, Chief Investment Officer, Managing Director and Ultimate Designated Person | 01/2000 | < 5% |
Hart, Frank, Howard | Managing Director and Chief Risk Officer | 06/2017 | < 5% |
Hatherly, Jacqueline, Marie | Chief Compliance Officer | 01/2012 | < 5% |
Robertson, Jeffrey, Leigh | Managing Director and Chief Operating Officer | 06/2017 | < 5% |
Kowal, Monica | Director | 11/2018 | < 5% |
the Toronto-dominion Bank | Direct Owner | 11/2018 | > 75% |
Cooper, Bruce | Director | 11/2018 | < 5% |
Hensler, Philipp, Albert | Director | 11/2018 | < 5% |
Salman, Salma | Director | 11/2018 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
5 Nov 19
13F-HR
Quarterly holdings report by institutional manager
23 Jul 19
13F-HR
Quarterly holdings report by institutional manager
30 Apr 19
13F-HR
Quarterly holdings report by institutional manager
12 Feb 19
13F-HR
Quarterly holdings report by institutional manager
13 Nov 18
13F-HR
Quarterly holdings report by institutional manager
23 Jul 18
13F-HR
Quarterly holdings report by institutional manager
1 May 18
13F-HR
Quarterly holdings report by institutional manager
12 Feb 18
13F-HR
Quarterly holdings report by institutional manager
8 Nov 17
13F-HR
Quarterly holdings report by institutional manager
27 Jul 17