Website: invesco.ca
Head office address (Canada): 16 York Street, Suite 1200, Toronto, ON M5J 0E6
Year established: 1981
Ownership structure: indirect subsidiary fully owned by Invesco Ltd. (NYSE: IVZ)
Target market/client profile: individual investors, financial advisors, and institutional clients across Canada
Number of professional staff: over 350 employees
Canadian office locations: Toronto (head office), Montreal, Vancouver, and Charlottetown
Invesco Canada is a Toronto-based investment management firm. It covers mutual funds, ETFs, platform-traded funds, and strategies across equity, fixed income, and alternative asset classes. Its Canadian fund business managed around $26 billion in assets as at January 2026.
Trimark Financial Corp. launched in Toronto in September 1981, founded by Robert Krembil, Michael Axford, and Arthur Labatt. The firm centred its approach on finding high-quality companies and holding them for the long term.
Trimark came under London-based AMVESCAP PLC’s ownership in 2000. The firm merged into AIM Funds Management Inc., AMVESCAP’s Canadian arm, and carried on business as AIM Trimark Investments.
The Canadian subsidiary became Invesco Trimark Ltd. in 2008. The firm made that shift in step with AMVESCAP’s 2007 global rebrand to Invesco Ltd. That change placed the Canadian arm under a single global brand.
In 2018, Invesco retired the Trimark and PowerShares sub-brands globally. The firm updated all fund names and completed the full brand transition by year-end. The Canadian entity then took on the Invesco Canada Ltd. name.
Invesco Canada entered the Canadian ETF market in 2009 and expanded its product lineup beyond mutual funds. Over the following decade, it built its ETF range across equity, fixed income, and thematic strategies.
From 2021 to 2024, Invesco Canada doubled its Canadian ETF AUM from $3.9 billion to $7.8 billion. Its equal weight and Nasdaq-focused strategies drew advisors seeking better risk balance in concentrated equity markets. The coverage noted how the firm had focused on advisor-sold ETFs as its main distribution channel.
Invesco Ltd. announced a major transaction with CI Global Asset Management (CI GAM) in 2026. The firm agreed to transfer management of its mutual funds and ETFs to CI GAM. Benefits and Pensions Monitor (BPM) covered the announcement and reported on CI GAM’s plan to expand its Canadian market footprint.
Invesco Canada offers the following investment products and strategies:
Invesco Canada also serves institutional investors through Invesco Institutional, a registered business name of the firm. That channel covers pension funds, insurance companies, and other institutional clients.
Andrew Schlossberg is president and CEO of Invesco Ltd. He spent his early professional years at Citigroup Asset Management analyzing equity securities. Schlossberg completed his business studies at the University of Delaware and Northwestern University’s Kellogg School of Management.
Schlossberg leads Invesco’s global executive team, which also oversees Invesco Canada:
G. Richard Wagoner Jr. chairs the Invesco Ltd. board of directors as a non-executive director. Other directors include Sarah E. Beshar and Thomas M. Finke.
Invesco Canada serves three main client groups:
The firm reaches retail clients mostly through advisor-sold channels rather than direct-to-consumer sales. Its products move through bank-owned brokerages, independent dealers, and online platforms.
The provider has built its advisor base around fee-based and discretionary portfolio managers. Platform-traded funds priced at institutional levels are a key draw for this group. Invesco Canada also supports independent financial planners and IIROC-registered dealers.
The firm’s institutional channel, Invesco Institutional, works with pension plans, insurance companies, endowments, and foundations. Its four offices in Toronto, Montreal, Vancouver, and Charlottetown anchor coverage of clients in:
Invesco Canada also publishes outlook reports and market commentary for plan sponsors and advisors. These cover global equity flows, fixed income trends, and ETF activity in the Canadian market.
Invesco Canada co-publishes institutional research with third-party firms to help plan sponsors and advisors track ETF flows and product trends. A 2026 joint study with Cerulli Associates found that public defined benefit plans now drive ETF growth across NA. Canadian public DB plans alone held about US$30.2 billion in ETFs at the end of 2025.
Fundata Canada gave the Invesco ESG NASDAQ 100 Index ETF (QQCE) a 2024 FundGrade A+ RI Award. The Invesco 1-5 Year Laddered Investment Grade Corporate Bond Index ETF (PSB) has also won FundGrade A+ Awards in recent years.
The firm also holds active membership in Canada’s main investment industry bodies:
Invesco Canada’s leaders join broader industry talks on product design and portfolio construction. Pat Chiefalo told BPM in 2025 that more Canadian investors are turning to equal weight ETFs. His comments tie back to the firm’s focus on factor and equal weight strategies.
'Our strategic partnership will ensure an ongoing relationship with one of the world’s largest asset managers,' says CI GAM's president
'It's a great diversifier… Not only for clients who use market cap traditional indices, but also for clients who have stock portfolios and use basket of stocks,' says head of ETFs at Invesco Canada
Invesco Canada's head of ETFs offers insight on the renaissance of fixed income, the rise of more complex strategies, and what’s in store for 2024
