Invesco

Fee-Only (% of Portfolio)

Invesco Canada provides investment advice for equity and fixed-income investments, using a bottom-up fundamental analysis. Invesco Canada's clients include investment funds, unregulated investment pools, and separately managed accounts. Invesco Canada manages investments on a discretionary basis.

Assets Under Management$18B
Clients116
AdvisorsN/A
Avg. per Client$160M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Invesco Canada is compensated for its services through asset-based fees. The fees may be negotiated based on factors such as account type, business type, account size, and geographic location. The maximum fees are listed in Appendix 1 of the brochure.

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