Queensway Investment Counsel Ltd (Ottawa, Ontario)

Name: Queensway Investment Counsel Ltd
Address: 100 Sparks Street, 9 Th Floor, Ottawa, Ontario, K1 P 5 B7
Telephone: (613) 236 7361

Queensway Investment Counsel Ltd is a large advisory firm based in Ottawa, Ontario. It manages $306.48 million of regulatory assets for 31 client accounts. It has been registered with the SEC as an adviser since 2001.

Queensway 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.

Queensway Investment Counsel: assets under management

The assets under management (AUM) of Queensway Investment Counsel Ltd is $306.48 million. The firm's AUM has gone down by -33% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $305.82 million in discretionary accounts and $661.81 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $10.55 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $330.91 thousand.

Fees & Commissions

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

Careers at Queensway Investment Counsel Ltd

Kevin Wilfred Charlebois has been acting as President since 1 Oct 1996. Ernest Meszaros joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Queensway Financial Holdings Limited	Parent company	1 Oct 1996	75% - 100%	n/a
Kevin Wilfred Charlebois	President	1 Oct 1996	Other	4378298
Ernest Meszaros	Vice president	1 Jun 1998	Other	4378321
James George Petcoff	Ceo queensway financial holdings limited	1 Jun 1998	Other	1900566

Based in Ottawa, Ontario

The principal office where Queensway Investment Counsel Ltd performs its advisory services is located at 100 Sparks Street, 9 Th Floor, Ottawa, Ontario, K1 P 5 B7, 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 (613) 236 7361 or by fax (613) 236 6130. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.qicl.com.