Jeffrey Carter

Jeffrey Carter has been Shareholder (Class B and Class C), Chief Risk Officer (Since 12/2024) of Canso Investment Counsel since April 2017. Jeffrey Carter is a control person of the firm and directly owns between 5% and 10% of it. Jeffrey Carter holds a BA in Economics from the University of Western Ontario.

Canso Investment Counsel LTD. is a Richmond Hill, Ontario, Canada firm with $46.6B under management, 105 clients and 34 advisers across 2 offices, as of its September 2026 filing.

Jeff Carter: Jeff graduated from the University of Western Ontario with a BA Economics in 1997 and joined Merrill Lynch in Toronto that year.

The IAPD individual lookup on 17 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Professional designations

Listed by Canso Investment Counsel

• CFA charter (2003)

Individual registration and examination information for Jeffrey Carter is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name

Jeffrey Carter

CRD

4237945

Record basis

Form ADV officer listing

Firm bio

cansofunds.com

Disciplinary history is not reported here, in either direction. Check the SEC record.

• HMHeather Mason-WoodShareholder (Class A and Class B), Chief Executive Officer (Since 09/2025)
• JMJoseph McCalmontShareholder (Class B and Class C), President (Since 09/2025)
• SSShirley SumsionChief Financial Officer and Direct Shareholder
• JTJeffrey TangShareholder (Class B and Class C), Chief Compliance Officer (Since 09/2024)
• ABAntonietta BizzottoShareholder (Class B and Class C), Chief Legal Officer (Since 09/2025)
• JCJohn CarswellExecutive Chair
• GMGail MudieShareholder (Class A and Class B)
• VVVivek VermaShareholder (Class A and Class B)
• BUBrian Usher-JonesShareholder (Class B)
• JMJoseph MorinShareholder (Class B)
• THTimothy HicksShareholder (Class B)
• MLMoon LeeShareholder (Class B and Class C)
• JBJason BellShareholder (Class B and Class C)
• NDNicolas DesjardinsShareholder (Class B and Class C)
• JDJason DavisShareholder (Class B and Class C)
• JLJohn LaingShareholder (Class B and Class C)