| As of Date | 09/08/2026 |
| Registration | SEC, Approved, 02/09/2016 |
| ADV Location | TORONTO, ONTARIO, Canada |
| Contact Info | 416 xxxxxxx |
| Websites |
| AUM* | 1,197,584,310 81% |
| of that, discretionary | 1,197,584,310 81% |
| Number of Employees | 303 13% |
| of those in investment advisory functions | 216 19% |
| Private Fund GAV* | 0 |
| Avg Account Size | 900,439 25% |
| % High Net Worth | 37.94% 20% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
No private funds