Aim Funds Management Inc. (Toronto, Ontario)
Aim Funds Management Inc. is a large advisory firm based in Toronto, Ontario. It manages $36.5 billion of regulatory assets for 72 client accounts. It has been registered with the SEC as an adviser since 2003.
Aim Funds Management provides portfolio management for investment companies, portfolio management for pooled investment vehicles, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Aim Funds Management: assets under management
The assets under management (AUM) of Aim Funds Management Inc. is $36.5 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 59% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has a single stream of revenue. Clients pay Aim Funds Management 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 Aim Funds Management Inc.
Philip Alexander Taylor has been acting as President since 1 Aug 2000. Patrick Farmer has served as the Chief Investment Officer since 1 Apr 2001. Theodor Constantin Heldman joined the executive team most recently as the Chief Financial Officer, Funds.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 15 indirect owners.Based in Toronto, Ontario
The principal office where Aim Funds Management Inc. performs its advisory services is located at 5140 Yonge Street, Toronto, Ontario, M2 N 6 X7, 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 1-800-874-6275 or by fax 1-800-631-7008. The normal business hours are 9:00 a.m. - 5:30 p.m. eastern standard time on Monday - Friday. You can find more information about the New York firm at www.aimtrimark.com.
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