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Adviser Profile

As of Date 03/24/2025
Adviser Type - Large advisory firm
- Outside the United States
Number of Employees 25 -7.41%
of those in investment advisory functions 10 11.11%
Registration SEC, Approved, 09/23/2020
AUM* 1,032,804,274 -58.96%
of that, discretionary 1,032,804,274 -58.96%
Private Fund GAV* 0
Avg Account Size 2,984,983 -57.42%
% High Net Worth 28.26% 31.88%
SMA’s Yes
Private Funds 0
Contact Info 514 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Banking or thrift institutions
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Other investment advisers
- Insurance companies
- Corporations or other businesses not listed above
- Other

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

4B 3B 3B 2B 2B 1B 533M
2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker780087102 Stock NameROYAL BK CDA $ Position$28,483,579 % Position5.00% $ Change-7.00% # Change-21.00%
Stck Ticker15101Q207 Stock NameCELESTICA INC $ Position$14,465,964 % Position3.00% $ Change72.00% # Change-13.00%
Stck Ticker82509L107 Stock NameSHOPIFY INC $ Position$15,452,655 % Position3.00% $ Change4.00% # Change-14.00%
Stck Ticker11271J107 Stock NameBROOKFIELD CORP $ Position$16,364,526 % Position3.00% $ Change-16.00% # Change-29.00%
Stck Ticker136069101 Stock NameCANADIAN IMPERIAL BK COMM $ Position$13,607,206 % Position2.00% $ Change24.00% # Change-2.00%
Stck TickerN3167Y103 Stock NameFERRARI N V $ Position$8,942,755 % Position2.00% $ Change-3.00% # Change-16.00%
Stck Ticker496902404 Stock NameKINROSS GOLD CORP $ Position$13,397,916 % Position2.00% $ Change-12.00% # Change-29.00%
Stck Ticker67077M108 Stock NameNUTRIEN LTD $ Position$8,990,480 % Position2.00% $ Change19.00% # Change2.00%
Stck Ticker011532108 Stock NameALAMOS GOLD INC NEW $ Position$11,556,529 % Position2.00% $ Change-26.00% # Change-25.00%
Stck Ticker29250N105 Stock NameENBRIDGE INC $ Position$11,874,418 % Position2.00% $ Change17.00% # Change15.00%

Brochure Summary