Adviser Profile

As of Date 04/28/2026
Registration SEC, Approved, 06/24/2019
ADV Location CALGARY, ALBERTA, Canada
Contact Info 403 xxxxxxx
AUM* 11,250,096 60%
of that, discretionary 11,035,398 300%
Number of Employees 5 25%
of those in investment advisory functions 2 100%
Private Fund GAV* 0
Avg Account Size 304,057 -5%
SMA’s Yes
Private Funds 0

Adviser Type

- Outside the United States

Client Types

- Individuals (other than high net worth individuals)

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

11M 9M 8M 6M 5M 3M 2M
2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary