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.
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 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. 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.
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.
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.