Lincluden Management Ltd (Oakville Ont)

Name: Lincluden Management Ltd
Address: 1275 North Service Rd West, Oakville Ont, L6 M 3 G4
Telephone: 905-825-9000

Lincluden Management Ltd is a large advisory firm based in Oakville Ont. It manages $2.21 billion of regulatory assets for 23 client accounts. It has been registered with the SEC as an adviser since 2001.

Lincluden Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Lincluden Management: assets under management

The assets under management (AUM) of Lincluden Management Ltd is $2.21 billion, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $2.21 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $96.07 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Lincluden Management Ltd for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Lincluden Management Ltd

Ian Ian Jamieson has been acting as President since 1 Jul 1982. John William Arnold Richardson joined the executive team most recently as the Vice President & Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Ian Ian Jamieson	Chairman	1 Jul 1982	Other	4374029
William Frank Hutton Gillespie	Vice-president & director	1 May 1986	Other	4374055
George Marcus Youssef	President	1 Oct 1987	Other	4374047
Cheryl Lynn Eplett	Vice-president & director	1 Feb 1993	Other	4374124
C. Robert Sanderson	Vice-president & director	1 Sep 1995	Other	4374101
Dale Edward Leskinen	Vice-president & director	1 Jul 1997	Other	4374061
United Asset Management Corporation	49% shareholder of lincluden management	1 Sep 1997	25% - 50%	04-2714625
Old Mutual Plc	100% shareholder of united asset management	1 Sep 2000	75% - 100%	foreign
Old Mutual Life Assurance Co. (South Africa) Limited	8.71% shareholder of old mutual plc	1 Sep 2000	75% - 100%	foreign
Old Mutual Life Holdings (South Africa) Limited	100% shareholder of old mutual life assurance co. (south africa) limited	1 Sep 2000	75% - 100%	foreign
Old Mutual (South Africa) Ltd.	100% shareholder of old mutual life holdings (south africa)	1 Sep 2000	75% - 100%	foreign
Old Mutual (Netherlands) B.V.	100% shareholder of old mutual (south africa) ltd.	1 Sep 2000	75% - 100%	foreign
Om Group (Uk) Limited	100% shareholder of old mutual (netherlands) b.v.	1 Sep 2000	75% - 100%	foreign
John William Arnold Richardson	Vice-president & director	1 Oct 2000	Other	4374076

Based in Oakville Ont

The principal office where Lincluden Management Ltd performs its advisory services is located at 1275 North Service Rd West, Oakville Ont, L6 M 3 G4, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 905-825-9000 or by fax 905-825-2304. The normal business hours are 8 a.m. - 5 p.m. on Monday - Friday. You can find more information about the New York firm at www.lincluden.com.