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Adviser Profile

As of Date 10/28/2026
Registration SEC, Approved, 02/08/2018
ADV Location VANCOUVER, B.C., Canada
Contact Info 604 xxxxxxx
AUM* 50,150,972 23%
of that, discretionary 50,150,972 23%
Number of Employees 3
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 687,000 11%
% High Net Worth 20.27% -3%
SMA’s Yes
Private Funds 0

Adviser Type

- Outside the United States
- Related adviser

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges

Reported AUM

47M 41M 34M 27M 20M 14M 7M
2018 2019 2020 2021 2022 2023 2024 2025
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary