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February 14, 2016 5:12 PM ET

Capital Markets

Company Overview of Invesco Canada Ltd.

Company Overview

Invesco Canada Ltd. is a privately owned investment manager. The firm primarily provides its services to Canadian mutual funds and investment companies. The firm launches and manages equity, fixed income, balanced mutual funds and hedge funds for its clients. It invests in the public equity, fixed income, and real estate markets across the globe. It also invests in exchange traded funds. The firm invests in the growth and value stocks of companies. It also invests in fixed income securities including commercial paper, certificates of deposit, master and promissory notes, municipal securities, repurchase agreements, government securities, and corporate bonds. The firm employs fundamental and ...

5140 Yonge Street

Suite 800

Toronto, ON M2N 6X7

Canada

Founded in 1981

Phone:

416-590-9855

Fax:

800-631-7008

Key Executives for Invesco Canada Ltd.

Chief Executive Officer, President, Senior Managing Director and Director
Age: 61
President, Chief Operating Officer, and Director
Chairman, Co-Founder, and Director
Chief Financial Officer, Executive Vice President and Director
Age: 58
Chief Investment Officer, Head of Small-Cap Equities, Vice President, and Portfolio Manager
Compensation as of Fiscal Year 2015.

Invesco Canada Ltd. Key Developments

Invesco Canada Ltd. Announces Executive Appointments

Invesco Canada Ltd. announced changes to the structure of its Trimark Canadian Equities team. Effective January 26, 2016, the team will be split into two distinct groups while retaining the highly collaborative Trimark investment philosophy. The Canadian Equity team will be led by Alan Mannik and Clayton Zacharias, both Vice Presidents of Trimark Investments, while the Canadian Equity Income team will be led by Brian Tidd, Vice President, Trimark Investments.

Invesco Canada Introduces Platform Traded Funds

Invesco Canada introduced Platform Traded Funds (PTF), which use an entirely new process for delivering Invesco's money management expertise. PTFs are exclusively designed for fee-based investors who work with either discretionary or non-discretionary advisors. PTFs are unique in that they transact and settle just like listed securities or exchange-traded funds (ETFs), using a streamlined process that eliminates unnecessary layers of cost. Investors benefit by having access to active management at a price comparable to that paid by institutional investors. Fee-based advisors place orders for PTFs through their equity-trading platforms as they would an ETF or stock, simply using the PTF ticker. There are no minimum investment requirements and orders are filled using end-of-day net asset value (NAV), avoiding bid-ask spreads. Since PTFs transact on an equity-trading platform, features like bulk trading are also available. PTFs are currently available exclusively through dealers that have signed an agreement with Invesco Canada. As more dealers sign on in the coming quarters, the availability of PTFs will broaden.

Invesco Canada Ltd. Presents at 14th Annual World Alternative Investment Summit Canada, Sep-15-2015 01:20 PM

Invesco Canada Ltd. Presents at 14th Annual World Alternative Investment Summit Canada, Sep-15-2015 01:20 PM. Venue: Niagara Fallsview Casino Resort, 6380 Fallsview Blvd., ON, L2G 7X5, Canada. Speakers: Scott Boniferro, Product Manager.

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