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