Aviva Investors Canada Inc.
- Regulatory AUM
- $9.2B
- Discretionary
- $9.2B
- Clients
- 18
- Avg AUM / client
- $509M
- Accounts
- 18
- Employees
- 18
AUM over time
Annual snapshots from Form ADV filings · as of Mar 11, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 1 | $41.4M | 0.45% |
| Pooled investment vehicles (non-investment companies) | 5 | $1.3B | 14.5% |
| Pension and profit sharing plans | 2 | $557M | 6.08% |
| Insurance companies | 10 | $7.2B | 79.0% |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Mcgraw, Tyler, John | Managing Director | Jan 2016 (11y) | Less than 5% | |
| Li, Jiaying, Nmn | Chief Compliance Officer | May 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Aviva Investors Holdings Ltd | Owner | Aug 2012 | A | 75% or more |
| Aviva Group Holdings Ltd. | Shareholder | Apr 2012 | B | ≈ 56.25% – 100% via Aviva Investors Holdings Ltd |
| Aviva Plc | Shareholder | Apr 2012 | B | ≈ 42.19% – 100% via Aviva Group Holdings Ltd. |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Aviva Group Holdings Ltd.: 75% – 100% of Aviva Investors Holdings Ltd × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Aviva Plc: 75% – 100% of Aviva Group Holdings Ltd. × 75% – 100% of Aviva Investors Holdings Ltd × 75% – 100% direct ≈ 42.19% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/11/2026 | 1.08 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- RBC $7.1B (78% of AUM) Mar 2026
- State Street $466M (5% of AUM) Mar 2026
- Northern Trust $121M (1% of AUM) Mar 2026
- Citibank $13.0M (0% of AUM) Feb 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 11, 2026.
View current Form ADV (SEC/IAPD) ↗