Sceptre Investment Counsel Limited (Toronto Ontario)

Name: Sceptre Investment Counsel Limited
Address: 26 Wellington St East Ste 1200, Toronto Ontario, M5 E1 W4
Telephone: 416-360-4805

Sceptre Investment Counsel Limited is an adviser based in Toronto Ontario. It manages $7.03 billion of regulatory assets for 22,200 client accounts. It has been registered with the SEC as an adviser since 2001.

Sceptre Investment Counsel Limited provides portfolio management for individuals and small businesses 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.

Sceptre Investment Counsel Limited: assets under management

The assets under management (AUM) of Sceptre Investment Counsel Limited is $7.03 billion. The firm's AUM has gone down by -9% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $6.51 billion in discretionary accounts and $515 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $10.85 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $23.84 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Sceptre Investment Counsel Limited 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.

Careers at Sceptre Investment Counsel Limited

Patricia Darlene Meredith has been acting as President since 1 May 2002. David Bruce Pennycook joined the executive team most recently as the Chief Executive Officer, President & Managing Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John Douglas Grant	Chairman of the board	1 Apr 1965	Other	4398144
Betty Ballantine Horton	Vice-president finance and secretary-treasurer	1 Aug 1988	Other	4398149
Arthur Richard Scace	Director	1 May 1989	Other	4757931
William James Malouin	President and chief executive officer	1 Oct 1990	Other	4398162
William Ross Walker	Director	1 May 1997	Other	4754073
Richard Lee Knowles	Chief operating officer	1 Mar 2000	Other	2239745
Patricia Darlene Meredith	Director	1 May 2002	Other	4757939
Robert Graham Thomson	Director	1 May 2005	Other	5681867
David Robinson Shaw	Director	1 May 2006	Other	5681863
David Roy Morris	Vice-president and chief financial officer	1 Aug 2006	Other	5206735
George Paul Jameson	Director	1 May 2007	Other	830341
Glenn Roger Inamoto	Chief executive officer, chief investment officer and director	1 Oct 2008	Other	5640246
David Bruce Pennycook	President	1 Oct 2008	Other	4398182
Investment Counsel Ltd. Goodman & Company	Shareholder	1 Nov 2008	Other	xxx-xx-xxxx
David Bruce Pennycook	Chief executive officer, president & managing director	1 Jul 2009	Other	4398182

Based in Toronto Ontario

The principal office where Sceptre Investment Counsel Limited performs its advisory services is located at 26 Wellington St East Ste 1200, Toronto Ontario, M5 E1 W4, 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 416-360-4805 or by fax 416-367-8716. The normal business hours are 8:30am to 5:00pm on Monday - Friday. You can find more information about the New York firm at www.sceptre.ca.