Macdougall Investment Counsel, Inc. (Montreal)

Name: Macdougall Investment Counsel, Inc.
Address: 1000 De La Gauchetiere W.,, Montreal, H3 B 4 W5
Telephone: 514-394-2777

Macdougall Investment Counsel, Inc. is an adviser based in Montreal. It manages $32.64 million of regulatory assets for 159 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of California, Florida, New Hampshire, New York, and Washington.

Macdougall Investment Counsel provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm also engages as canadian investment counselor/portfolio manager.

Macdougall Investment Counsel: assets under management

The assets under management (AUM) of Macdougall Investment Counsel, Inc. is $32.64 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -84% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $32.64 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $205.27 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Macdougall Investment Counsel, 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 Macdougall Investment Counsel, Inc.

Timothy Evan Price has been acting as President since 1 Apr 2004. Raymond James Ltd. joined the executive team most recently as the Shareholder.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Thomas G Aiken	Chief compliance officer	1 Aug 1948	Other	4709752
Macdougall & Mactier Inc. Macdougall	Shareholder	1 Jun 2003	75% - 100%	98-0237194
Douglas Buchanan	President	1 Jun 2003	Other	4709750
Thomas G Aiken	Chief financial officer	1 Jun 2003	Other	4709752
Timothy Evan Price	Chairman	1 Apr 2004	Other	5031982
Albert Scott Fraser	Director	1 Apr 2004	Other	5031980
David James Stenason	Corporate secretary, director	1 May 2004	Other	5031989
Luc Pelland	Managing director, director	1 May 2004	Other	4369710
Malcolm Andrew Speirs	Partner, director	1 Feb 2005	Other	5031985
Jean Luc Brunet	Chief compliance officer	1 Nov 2007	Other	4390576
Daniel Wiggins Thompson	Director	1 Feb 2010	Other	5772628
William Wilson Black	Director	1 Feb 2010	Other	5772631
Charles Derek Rennie	Director	1 Feb 2010	Other	5772637
Ian Ken Nakamoto	Director	1 Feb 2010	Other	5772630
Daniel Boisvert	Chief financial officer	1 Jul 2011	Other	6008811
Catherine Mary Watson	Chief compliance officer	1 Jan 2012	Other	6022552
Jean Luc Brunet	Chief compliance officer	1 Mar 2012	Other	4390576
Randolph Glenn Ambrosie	President & ceo	1 Dec 2012	Other	4753851
Noah Russell Billick	Cco & legal counsel	1 Dec 2013	Other	6294529
John David Culbert	Chief financial officer	1 Mar 2014	Other	6320445
Raymond James Ltd.	Shareholder	1 Aug 2016	75% - 100%	foreign
Paul Dixon Allison	Director	1 Aug 2016	Other	4370699
Anne Pauline Meyer	Chief financial officer	1 Aug 2016	Other	6707779
Lloyd Arthur William Costley	Director	1 Aug 2016	Other	6707781

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Raymond James Financial Inc.	Shareholder	1 Jan 2001	75% - 100%	59-1517485

Based in Montreal

The principal office where Macdougall Investment Counsel, Inc. performs its advisory services is located at 1000 De La Gauchetiere W.,, Montreal, H3 B 4 W5, 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 514-394-2777 or by fax 514-394-3073. The normal business hours are 9-5 on Monday - Friday. You can find more information about the New York firm at macdougallinvestment.com.