Adviser Profile

As of Date 12/08/2024
Registration status Terminated
ADV Location TORONTO, ONTARIO, Canada
Contact Info 647 xxxxxxx
Websites
AUM* 46,700,000 134%
of that, discretionary 46,700,000 2609%
Number of Employees 11 57%
of those in investment advisory functions 1 -50%
Private Fund GAV* 0
Avg Account Size 15,841 20%
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

Reported AUM

47M 40M 33M 27M 20M 13M 7M
2020 2021 2022 2023 2024
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary