Invesco Canada Ltd. is a large advisory firm based in Toronto, Ontario. It manages $23.05 billion of regulatory assets for 133 client accounts. It has been registered with the SEC as an adviser since 2011.
Invesco Canada provides portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and portfolio management for canadian mutual funds. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Invesco Canada Ltd. is $23.05 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 6% since the beginning of its operation, and $23.05 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has a single stream of revenue. Clients pay Invesco Canada Ltd. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to insurance companies, investment companies, banking or thrift institutions, and pension and profit sharing plans. The largest group of clients of Pietro (Peter) Intraligi is investment companies with 130 clients and $22.32 billion of assets under management. Among the 10 most similar advisory firms, Invesco Canada has the highest percentage of investment companies out of all clients.
The amount of regulatory assets under management is $23.05 billion for 133 clients. 99% of the firm’s clients are foreign persons or businesses.
Invesco Canada doesn't advise any private funds.
The company employs 157 people that are either part- or full-time employees. 17 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.
Pietro (Peter) Intraligi has been acting as President since 1 Jan 2011. Robert Brett Mikalachki has served as the Chief Investment Officer since 1 Apr 2015 and Philip Taylor is the Chief Executive Officer of Invesco Canada Ltd. family office. Harsh Damani joined the executive team most recently as the Director.
The principal office where Invesco Canada Ltd. performs its advisory services is located at 5140 Yonge Street, Toronto, Ontario, M2 N 6 X7, which is also the mailing address of the firm. An additional office of the firm is in Atlanta, GA. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 1-800-874-6275 or by fax 1-800-631-7008. The normal business hours are 8:00 a.m. - 6:00 p.m. eastern standard time on Monday - Friday. You can find more information about the New York firm at trimark.ca.