Invesco Canada Ltd.
- Regulatory AUM
- $19.9B
- Discretionary
- $19.9B
- Clients
- 106
- Avg AUM / client
- $187M
- Accounts
- 106
- Employees
- 82
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 103 | $19.6B | 98.7% |
| Pension and profit sharing plans | 2 | $240M | 1.21% |
| Insurance companies | 1 | $23.2M | 0.12% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Nov 2024 · $615M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Invesco Global Direct Real Estate Fund master | Real Estate Fund | Canada | $615M | 25 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
People (9)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kingston, James (Jamie), Douglas | Head Of Business Strategies, Alternatives | Jan 2011 (16y) | Less than 5% | |
| Russell, James (Jim), Charles | Director, Transfer Agency | Jan 2011 (16y) | Less than 5% | |
| Mackay, Jason, Christopher | Head Of Wealth Management Intermediaries, Canada | Apr 2018 (8y) | Less than 5% | |
| Abraham, Shalomi | Svp, Head Of Legal Canada | Aug 2019 (7y) | Less than 5% | |
| Archibald, Jacqueline, (Kate) | Svp, Head Of Compliance, Canada | Feb 2020 (7y) | Less than 5% | |
| Krugman, Jordan, Andrew | Director | Feb 2021 (6y) | Less than 5% | |
| Sadinsky, Shane, Ezra | Chief Financial Officer, Funds & Director Financial Reporting | Feb 2021 (6y) | Less than 5% | |
| Chiefalo, Pasquale (Pat) | Senior Vice President, Head Of Etfs & Indexed Strategies | Apr 2021 (5y) | Less than 5% | |
| Brightman, Glenn | Director, Chairman, Chief Executive Officer And President | Aug 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Invesco, Inc. | Sole Shareholder Holding All The Issued Common Shares | Nov 2017 | A | 75% or more |
| Invesco Holding Company Limited (Uk) | Sole Shareholder Holding All The Issued Common Shares | Jan 2009 | B | ≈ 56.25% – 100% via Invesco, Inc. |
| Invesco Ltd. | Sole Shareholder Holding All The Issued Ordinary Shares | Dec 2007 | B | ≈ 42.19% – 100% via Invesco Holding Company Limited (Uk) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Invesco Holding Company Limited (Uk): 75% – 100% of Invesco, Inc. × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Invesco Ltd.: 75% – 100% of Invesco Holding Company Limited (Uk) × 75% – 100% of Invesco, Inc. × 75% – 100% direct ≈ 42.19% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $615M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Invesco Global Direct Real Estate Fund | Real Estate Fund | $615M | $5.0M | 25 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (64)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Carpenters Annuity Trust Fund For Northern California | Carpenters Annuity Trust Fund For Northern California | 22,353 | $3.5B | 09/01/2024 |
| Lorain County Community Action Agency 403(b) Thrif | Lorain County Community Action Agency | 301 | $4.0M | 08/01/2024 |
| Plumbers Local Union No. 200 Supplemental Vested Annuity Fund | Plumbers Local Union No. 200 Supplemental Vested Annuity Fund | 712 | $81.3M | 07/01/2024 |
| Iatse Local 38 Pension Plan | Board Of Trustees, Iatse Local 38 Pension Fund | 915 | $36.4M | 07/01/2024 |
| U.M. Fdsp Associates, P.A. 401(k) Profit Sharing Plan | U.M. Fdsp Associates, P.A. | 176 | $9.0M | 07/01/2024 |
| Actors' Equity Association Staff Pension Plan | Actors' Equity Association | 137 | $48.8M | 04/01/2024 |
| Chinburg Builders, Inc. 401(k) Profit Sharing Plan And Trust | Chinburg Builders, Inc. 401(k) Profit Sharing And Trust | 132 | $9.9M | 02/01/2024 |
| Fujitsu Group Defined Contribution And 401(k) Plan | Fujitsu North America, Inc. | 1,592 | $1.5B | 01/01/2024 |
| Defense Contracting, Inc. Retirement Trust | Defense Contracting, Inc. | 120 | $8.9M | 01/01/2024 |
| Urban Remedy, Inc. 401(k) Plan | Urban Remedy, Inc. | 96 | $1.2M | 01/01/2024 |
| Local 91 Pension Fund | Local 91 Pension Fund Board Of Trustees | 2,470 | $180M | 01/01/2024 |
| Consolidated Crane Company, Inc. 401(k) Plan | Consolidated Crane Company, Inc. | 114 | $6.0M | 01/01/2024 |
| Case & Associates Properties, Inc. 401(k) Plan | Case & Associates Properties, Inc. | 633 | $27.0M | 01/01/2024 |
| Nite Ize, Inc. 401(k) Retirement Savings Plan | Nite Ize, Inc. | 169 | $13.3M | 01/01/2024 |
| Chesapeake Sprinkler Company, Inc. 401(k) Retirement Plan | Chesapeake Sprinkler Company Inc | 135 | $21.8M | 01/01/2024 |
| Aoa 401(k) Plan | American Optometric Association | 75 | $16.6M | 01/01/2024 |
| Vaughan Buckley Construction 401(k) Plan | Buckley Futures Llc | 220 | $4.0M | 01/01/2024 |
| So. Ca, Az, Co, & So. Nevada Glaziers, Architectural Metal & Glass Workers Pension Plan | Board Of Trustees, California, Arizona, Colorado, And | 30 | $321M | 01/01/2024 |
| Epsilyte Holdings Llc 401(k) Plan | Epsilyte Holdings, Llc | 157 | $14.3M | 01/01/2024 |
| Vanguard Direct 401(k) Retirement Plan | Vanguard Direct, Inc. | 133 | $24.7M | 01/01/2024 |
| Winklevoss Consultants, Inc. Savings & Retirement Plan | Winklevoss Consultants, Inc. | 87 | $23.2M | 01/01/2024 |
| United Association General Officers And Employees Pension Fund | United Association General Officers And Employees Pension Fund Board O | 146 | $209M | 01/01/2024 |
| Revive 401(k) Plan | Revive Health Senior Center, Llc | 516 | $3.2M | 01/01/2024 |
| Generational Equity, Llc 401(k) Plan | Generational Equity Llc | 321 | $32.6M | 01/01/2024 |
| Sunland Employee Leasing, Llc 401(k) Plan | Sunland Employee Leasing, Llc | 392 | $2.9M | 01/01/2024 |
Top 25 of 64 plans by assets.
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 2.6 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
Allegations: INVESCO LTD AND AIM INTERNATIONAL MUTUAL FUNDS FAILED TO SUBMIT VOTING RIGHTS NOTIFICATIONS TO BAFIN AND THE ISSUERS BY THE REQUIRED DEADLINE. BAFIN ISSUED A NOTICE OF HEARING ON JULY 30, 2020 TO INVESCO LTD ALLEGING THAT VIOLATIONS OF THE VOTING RIGHTS REQUIREMENTS OCCURED ON 26 OCCASSIONS RELATING TO THE VOTING RIGHTS NOTIFICATIONS OF INVESCO LTD AND ON 28 OCCASIONS RELATING TO VOTING RIGHTS NOTIFICATIONS OF AIM INTERNATIONAL MUTUAL FUNDS. Status: Final Sanction Detail: DECISION TO IMPOSE A FINE OF 260,000 EUROS (APPROXIMATELY $309,595 USD) AGAINST INVESCO LTD WILL BE PAID BY THE JULY 2, 2021 DEADLINE. Summary: BAFIN IMPOSED A FINE OF 260,000 EUROS (APPROXIMATELY $309,595 US DOLLARS) AGAINST INVESCO LTD FOR 54 INCORRECT THRESHOLD FILINGS BETWEEN 05/2019 AND 10/2019. THE FINE WILL BE PAID BY THE JULY 2, 2021 DEADLINE.
Disclosure text reproduced verbatim from the firm's own Form ADV filings.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Reported custodians
- Natcan Trust Company $407M (2% of AUM) Feb 2020
- Northern Trust $320M (1% of AUM) Dec 2020
- Cibc Mellon Trust Company $181M (1% of AUM) Mar 2026
- Fiducie Desjardins Inc. $58.6M (0% of AUM) Mar 2026
- RBC $22.7M (0% of AUM) Apr 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗