| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 01/03/2017 |
| ADV Location | TORONTO, ONTARIO, Canada |
| Contact Info | 416 xxxxxxx |
| Websites |
| AUM* | 727,058,697 18% |
| of that, discretionary | 727,058,697 18% |
| Number of Employees | 11 57% |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 7,344,027 18% |
| % High Net Worth | 64.65% -1% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Charitable organizations
- Other investment advisers
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
No private funds