Asset ManagerRIA · CRD 107290SEC-Registered

Updated:

T. Rowe Price (Canada), Inc.

T. ROWE PRICE (CANADA), INC. is an SEC-registered investment adviser in BALTIMORE, MD, registered since 1991. The firm manages approximately $6.6 billion in...

T. Rowe Price (Canada), Inc.

T. ROWE PRICE (CANADA), INC. is an SEC-registered investment adviser in BALTIMORE, MD, registered since 1991. The firm manages approximately $6.6 billion in regulatory assets. It has 11 employees and 9 investment advisers.

General information

Firm type

Asset Manager

Year founded

1995

Location

Region

North America

Country

Canada

City

Baltimore

Corporate office

Toronto, Ontario, Canada

Principals

David O'Leary

Head of T. Rowe Price Canada

Sector focus

Asset ManagementInvestment Advisory

Frequently asked questions

What investment strategies does T. Rowe Price (Canada) offer?

The Canadian office provides access to T. Rowe Price's global equity and fixed-income strategies, including its flagship mutual funds and separately managed accounts. It does not operate a direct-investment or venture program — its role is distribution and client service for the parent firm's internally managed investment strategies.

Who runs investment decisions at T. Rowe Price (Canada)?

David O'Leary heads the Canadian operations. Investment decisions for the funds distributed in Canada are made by T. Rowe Price's global portfolio management teams, primarily based in Baltimore, London, and Hong Kong. The Canadian office does not have its own separate investment committee.

Is T. Rowe Price (Canada) a family office or a family-office service provider?

Neither. T. Rowe Price (Canada) is a registered portfolio manager and exempt market dealer distributing the parent firm's investment products to Canadian institutional and retail clients. It is not a family office and does not operate as a multi-family office.

Does T. Rowe Price (Canada) participate in co-investments or direct deals?

No. The office's mandate is distribution and client service for T. Rowe Price's publicly traded mutual funds and separately managed accounts. It does not engage in direct private-company investments or co-investments.

What is the relationship between T. Rowe Price (Canada) and the US parent company?

T. Rowe Price (Canada) is a wholly owned subsidiary of T. Rowe Price Group, Inc., a publicly traded company (TROW). The Canadian unit operates as part of the firm's Americas distribution network, leveraging the parent's research and portfolio management teams.

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