Greystone Managed Investments Inc. is a large advisory firm based in Regina, Saskatchewan. It manages $25.9 billion of regulatory assets for 400 client accounts. It has been registered with the SEC as an adviser since 2016.
Greystone Managed Investments provides portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, publication of newsletters, and educational seminars and workshops. 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 Greystone Managed Investments Inc. is $25.9 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 16% since the beginning of its operation, and $24.33 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has a single stream of revenue. Clients pay Greystone Managed Investments Inc. for their services and products based on a percentage of assets under management. 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.
The firm provides services to insurance companies, investment companies, pooled investment vehicles, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Monica Kowal is pooled investment vehicles with 43 clients and $17.15 billion of assets under management. Among the 10 most similar advisory firms, Greystone Managed Investments has the 4th lowest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $25.9 billion for 82 clients. 94% of the firm’s clients are foreign persons or businesses.
Greystone Managed Investments doesn't advise any private funds.
The company employs 121 people that are either part- or full-time employees. 58 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Monica Kowal has been acting as President since 1 Nov 2018. The Toronto Dominion Bank joined the executive team most recently as the Direct Owner.
The principal office where Greystone Managed Investments Inc. performs its advisory services is located at 1230 Blackfoot Drive, Regina, Saskatchewan, S4 S 7 G4, 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 1 (306) 779-6400 or by fax 1 (306) 585-1570. The normal business hours are 8 a.m. - 5 p.m. (central time) on Monday - Friday. You can find more information about the New York firm at greystone.ca.