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Chief Financial Officer and Direct Shareholder · Canso Investment Counsel LTD.

Shirley L. Sumsion

CRD 8085703 · Named on Form ADV at one SEC-registered adviser

At a glance

Canso Investment Counsel LTD., an SEC-registered broker-dealer firm based in Richmond Hill, Ontario, Canada with $46.6 billion in regulatory assets, lists Shirley L. Sumsion on its Form ADV as Chief Financial Officer and Direct Shareholder, a control person.

Firms and roles

  • Canso Investment Counsel LTD.Chief Financial Officer and Direct ShareholderBroker-dealer firm · Richmond Hill, Ontario, Canada · $47B in regulatory assets

AtlasMembers

Shirley’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (16)

  • Gail R. MudieShareholder (class A and Class B), Canso Investment Counsel LTD.
  • Heather E. Mason-WoodShareholder (class A and Class B), Chief Executive Officer (since 09/2025), Canso Investment Counsel LTD.
  • Vivek VermaShareholder (class A and Class B), Canso Investment Counsel LTD.
  • Brian R. Usher-JonesShareholder (class B), Canso Investment Counsel LTD.
  • Joseph P. MorinShareholder (class B), Canso Investment Counsel LTD.

11 more people named with Shirley on the same filings, with titles and firms. Free in Atlas with a free account.

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Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Shirley’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.