# INVESCO CANADA LTD.

INVESCO CANADA LTD. of TORONTO, ONTARIO is an SEC-registered investment adviser.

## Registration

- CRD: 126572
- Type: SEC-registered investment adviser
- SEC file number: 801-62166
- Location: 16 YORK STREET, SUITE 1200, TORONTO, ONTARIO, M5J 0E6
- Phone: 1-800-874-6275
- Latest filing: 2026-03-31
- Regulatory AUM: $19.9B
- Discretionary AUM: $19.9B
- Clients: 82
- Accounts: 106

## Business model

- Compensation: % of AUM
- Clients served: Pooled vehicles, Investment cos, Other

## Officers, owners & control persons (57)

_Showing 25 of 57 people._

| Name | Role | Location |
| --- | --- | --- |
| Han Jin | DIRECTOR; SENIOR VICE PRESIDENT, GENERAL COUNSEL & SECRETARY | Santa Clara, CA |
| Taylor Andrew | DIRECTOR, PRESIDENT & CHIEF EXECUTIVE OFFICER | Eatontown, NJ |
| Jordan Andrew Krugman | CHIEF FINANCIAL OFFICER; DIRECTOR | — |
| James (Jim) Charles Russell | DIRECTOR; DIRECTOR, TRANSFER AGENCY | — |
| James (Jamie) Douglas Kingston | HEAD OF BUSINESS STRATEGIES, ALTERNATIVES | — |
| Jason Christopher Mackay | DIRECTOR; HEAD OF WEALTH MANAGEMENT INTERMEDIARIES, CANADA | — |
| Jacqueline Kate Archibald | CHIEF COMPLIANCE OFFICER; SVP, HEAD OF COMPLIANCE, CANADA | — |
| Shalomi Abraham | SECRETARY; SVP, HEAD OF LEGAL - CANADA | — |
| Shane Ezra Sadinsky | CHIEF FINANCIAL OFFICER, FUNDS & DIRECTOR, FUND GOVERNANCE AND ADMINISTRATION | — |
| Pasquale (Pat) Chiefalo | SENIOR VICE PRESIDENT, HEAD OF ETFS & INDEXED STRATEGIES; SENIOR VICE PRESIDENT, HEAD OF PRODUCT, CANADA | — |
| Glenn Brightman | DIRECTOR, CHAIRMAN, CHIEF EXECUTIVE OFFICER AND PRESIDENT | — |
| ZERR JOHN MARK | DIRECTOR, CHAIRMAN, CHIEF EXECUTIVE OFFICER AND PRESIDENT | — |
| TAYLOR PHILIP ALEXANDER | CHAIRMAN; CHIEF EXECUTIVE OFFICER; DIRECTOR (+1 more) | — |
| FARMER PATRICK JOHN PETER | CHIEF INVESTMENT OFFICER; DIRECTOR; EXECUTIVE VICE PRESIDENT | — |
| HENDERSON THOMAS WILLIAM | DIRECTOR; EXECUTIVE VICE PRESIDENT, MARKETING; SENIOR VICE PRESIDENT, MARKETING | — |
| WARREN DAVID COLVIN | CHIEF ADMINISTRATIVE OFFICER, AMERICAS; DIRECTOR, EXECUTIVE VICE PRESIDENT & CHIEF FINANCIAL OFFICER | — |
| INTRALIGI PETER | CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER, PRESIDENT, DIRECTOR; DIRECTOR (+5 more) | — |
| WALLACE DREW EDWARD | DIRECTOR; EXECUTIVE VICE PRESIDENT, SALES & MARKETING | — |
| CHONG ANNIE P | SENIOR VICE PRESIDENT, CORPORATE & TECHNOLOGY SERVICES; SENIOR VICE PRESIDENT, GLOBAL INVESTMENTS DATA MANAGEMENT | — |
| TAN ANDREW | VICE PRESIDENT, HUMAN RESOURCES | — |
| BOLTON WAYNE J | CHIEF COMPLIANCE OFFICER; VICE PRESIDENT, COMPLIANCE | — |
| ANDERSON GRAHAM STEWART | CHIEF INVESTMENT OFFICER; DIRECTOR; SENIOR VICE PRESIDENT, INVESTMENT OPERATIONS (+1 more) | — |
| DAMANI HARSH | CFO, FUNDS & NORTH AMERICA HEAD-FUND ACCOUNTING AND FUND EXPENSES; CHIEF FINANCIAL OFFICER, FUNDS; DIRECTOR (+3 more) | — |
| LABATT ARTHUR | DIRECTOR, CHAIRMAN | — |
| FARMER PATRICK | CHIEF INVESTMENT OFFICER; DIRECTOR; DIRECTOR, EXECUTIVE VICE PRESIDENT & CHIEF INVESTMENT OFFICER (+1 more) | — |


## Disclosures (3)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2020-07-30 | regulatory | INVESCO LTD AND AIM INTERNATIONAL MUTUAL FUNDS FAILED TO SUBMIT VOTING RIGHTS NOTIFICATIONS TO BAFIN AND THE ISSUERS BY THE REQUIRED DEADLINE. BAFIN ISSUED A NOTICE OF HEARING ON JULY 30, 2020 TO INVESCO LTD ALLEGING THAT VIOLATIONS OF THE VOTING RIGHTS REQUIREMENTS OCCURED ON 26 OCCASSIONS RELATING… | Final | $310K |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| — | — | 1 | 604.648.1474 |
| — | — | 1 | 604.648.1474 |


## Fund service providers (1)

- administrator: CIBC MELLON GLOBAL SECURITIES SERVICES COMPANY

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/126572/brochure
- Similar advisers: https://search.stillhousedata.com/firm/126572/similar
- Related entities: https://search.stillhousedata.com/firm/126572/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/126572

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.