Sceptre Investment Counsel Limited is an adviser based in Toronto Ontario. It manages $7.03 billion of regulatory assets for 22,200 client accounts. It has been registered with the SEC as an adviser since 2001.
Sceptre Investment Counsel Limited 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 Sceptre Investment Counsel Limited is $7.03 billion. The firm's AUM has gone down by -9% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Sceptre Investment Counsel Limited 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.
Patricia Darlene Meredith has been acting as President since 1 May 2002. David Bruce Pennycook joined the executive team most recently as the Chief Executive Officer, President & Managing Director.
The principal office where Sceptre Investment Counsel Limited performs its advisory services is located at 26 Wellington St East Ste 1200, Toronto Ontario, M5 E1 W4, 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 416-360-4805 or by fax 416-367-8716. The normal business hours are 8:30am to 5:00pm on Monday - Friday. You can find more information about the New York firm at www.sceptre.ca.