← Tributary

MAWER INVESTMENT MANAGEMENT LTD.

CALGARY, ALBERTA, Canada · CRD 159100 · IAPD ↗ · 403-262-4673

$40.94BRegulatory AUM
87Advisory reps
278Employees
0Clients
251-500Planning clients
17Private funds
2States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

20
April 2026 — MAWER INVESTMENT MANAGEMENT LTD. moved its main office from CALGARY, to CALGARY, ALBERTA, .
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
46
April 2025 — MAWER INVESTMENT MANAGEMENT LTD. grew from 80 to 86 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
50
April 2025 — MAWER INVESTMENT MANAGEMENT LTD. now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM
49
April 2024 — MAWER INVESTMENT MANAGEMENT LTD. grew from 71 to 80 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.