Revenue | {{ Info.Revenue | formatUSD }} |
Headquarters | {{ Info.Headquarters }} |
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 |
- 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
- 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
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% |