| As of Date | 02/24/2026 |
| Registration | SEC, Approved, 04/22/2016 |
| ADV Location | TORONTO, ONTARIO, Canada |
| Contact Info | 416 xxxxxxx |
| Websites |
| AUM* | 1,628,041,384 2% |
| of that, discretionary | 1,628,041,384 2% |
| Number of Employees | 16 -20% |
| of those in investment advisory functions | 5 -17% |
| Private Fund GAV* | 0 |
| Avg Account Size | 135,670,115 2% |
| % High Net Worth | 54.55% -9% |
| SMA’s | Yes |
| Private Funds | 0 |
- High net worth individuals
- Pooled investment vehicles
- Charitable organizations
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Performance-based fees
No private funds