| As of Date | 01/05/2026 |
| Registration | SEC, Approved, 04/18/2019 |
| ADV Location | MONTREAL, QUEBEC, Canada |
| Contact Info | 1-5 xxxxxxx |
| Websites |
| AUM* | 751,451,667 74% |
| of that, discretionary | 751,451,667 74% |
| Number of Employees | 12 -8% |
| of those in investment advisory functions | 7 -22% |
| Private Fund GAV* | 0 |
| Avg Account Size | 7,827,622 345% |
| % High Net Worth | 37.63% 945% |
| SMA’s | Yes |
| Private Funds | 0 |
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- 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
- Performance-based fees
No private funds