| As of Date | 09/17/2026 |
| Registration | SEC, Approved, 01/26/2024 |
| ADV Location | VICTORIA, BC, Canada |
| Contact Info | 778 xxxxxxx |
| Websites |
| AUM* | 148,554,973 |
| of that, discretionary | 106,425,864 100% |
| Number of Employees | 6 100% |
| of those in investment advisory functions | 6 100% |
| Private Fund GAV* | 0 |
| Avg Account Size | 575,794 |
| % High Net Worth | 24.44% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds