Toron Capital Markets Inc (Toronto, Ontario)

Name: Toron Capital Markets Inc
Address: 590 King Street West, Toronto, Ontario, M5 V 1 M3
Telephone: 416 977 6767

Toron Capital Markets Inc is an adviser based in Toronto, Ontario. It manages $145.87 million of regulatory assets for 16 client accounts. It has been registered with the SEC as an adviser since 2014.

Toron Capital Markets provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and see schedule d - miscellaneous. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Toron Capital Markets: assets under management

The assets under management (AUM) of Toron Capital Markets Inc is $145.87 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 1022% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $145.87 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $9.12 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Toron Capital Markets 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.

Careers at Toron Capital Markets Inc

Toron Capital Markets Inc is owned by Robert W Gibson. Arthur M Heinmaa has been acting as President since 1 Jan 2012. Cidel Bank & Trust joined the executive team most recently as the Owner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
The Heinmaa Family Trust	Owner	1 Jan 2012	Other	99-9999999
James Porter	Owner/executive committee member/partner/managing director	1 Jan 2012	Other	6385724
Charles Lannon	Executive committee member/trustee	1 Jan 2012	Other	6385726
Arthur M Heinmaa	Owner/executive committee member/chief executive officer/managing partner/president/cco/trustee of the heinmaa family trust	1 Jan 2012	Other	6385994
Peter D Sacks	Owner/executive committee member/vice president	1 Jan 2012	Other	6385995
Tiziana R Mazzilli	Owner/executive committee member/chief financial officer/corporate secretary	1 Jan 2012	Other	6385996
2214339 Ontario Limited	Owner	1 Jan 2012	50% - 75%	99-9999999
Robert W Gibson	Owner/investment committee member/partner/portofolio manager/head of canadian equities mandates	1 Jun 2013	Other	6385721
Ronald Patton	Owner/executive committee member/partner/head of canadian investment mandates	1 Jun 2013	Other	6385728
Chirp Holdings Inc.	Owner	1 Jun 2013	Other	99-9999999
Susan M Blanchard	Owner/investment committee member/senior portfolio manager & partner	1 Jun 2013	Other	6387208
Cidel Bank & Trust	Owner	1 Nov 2015	75% - 100%	00-0000000

Indirect Owners

The SEC currently registers 5 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
The Lauhay Trust	Owner	1 Jan 2012	25% - 50%	99-9999999
Geoffrey Matus	Trustee	1 Jan 2012	25% - 50%	6385723
Inc. Cidel Financial Group	Owner	1 Apr 2013	75% - 100%	99-9999999
Inc. Cidel Bank & Trust	Owner	1 Apr 2013	75% - 100%	99-9999999
Peter D Sacks	Owner	1 Jun 2013	75% - 100%	6385995

Based in Toronto, Ontario

The principal office where Toron Capital Markets Inc performs its advisory services is located at 590 King Street West, Toronto, Ontario, M5 V 1 M3, 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 416 977 6767 or by fax 416 977 7650. The normal business hours are 9:00 - 6:00 p.m. on Monday - Friday. You can find more information about the New York firm at toron-ami.com/.