Sky Investment Counsel Inc. (Toronto, On)

Name: Sky Investment Counsel Inc.
Address: 1 Adelaide Street East, Toronto, On, M5 C 2 V9
Telephone: 4166237500

Sky Investment Counsel Inc. is a large advisory firm based in Toronto, On. It manages $1.75 billion of regulatory assets for 14 client accounts. It has been registered with the SEC as an adviser since 2004.

Sky Investment Counsel 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.

Sky Investment Counsel: assets under management

The assets under management (AUM) of Sky Investment Counsel Inc. is $1.75 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 17% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.75 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $124.84 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Sky Investment Counsel Inc. 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 Sky Investment Counsel Inc.

David Alan Williams has been acting as President since 1 Aug 2004. William Winston Marlowe Ashby joined the executive team most recently as the Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jennifer Lynn Witterick	President, ceo, cco	1 Mar 2004	50% - 75%	4591199
Hager & North Investment Management Ltd Phillips	Share	1 Aug 2004	25% - 50%	108387
Gordon & Payne Inc. Foyston	Share	1 Aug 2004	Other	121591
David Alan Williams	Director	1 Aug 2004	Other	4866949
Anthony Frederick Hamblin	Director	1 Aug 2004	Other	4866951
Thomas Arthur Bradley	Director	1 Aug 2004	Other	4346367
John Salvatore Montalbano	Director	1 Jun 2005	Other	4748560
Anthony Rex Gage	Director	1 Apr 2007	Other	4346657
Brian Robert Goldstein	Portfolio manager & chief compliance officer	1 Apr 2008	Other	4591197
Paul Murray Blake	Analyst and trader	1 Apr 2008	Other	5568200
Moya Murray	Operations expert	1 Apr 2008	Other	5568201
Sean William Gary Davey	Analyst	1 Apr 2008	Other	5568204
Robert Quinn Mclean	Analyst	1 Apr 2008	Other	5568202
William Winston Marlowe Ashby	Director	1 Apr 2013	Other	4969000

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Royal Bank Of Canada	Owner	1 Oct 1994	75% - 100%	13-5357855
Royal Bank Holding Inc.	Owner	1 Feb 2008	75% - 100%	foreign
4444604 Canada Inc.	Owner	1 May 2008	75% - 100%	foreign

Based in Toronto, On

The principal office where Sky Investment Counsel Inc. performs its advisory services is located at 1 Adelaide Street East, Toronto, On, M5 C 2 V9, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 4166237500 or by fax 4166237522. The normal business hours are 8:30 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.skyic.com.