Adviser Profile

As of Date 01/02/2026
Registration SEC, Approved, 05/15/2024
ADV Location MONTREAL, QUEBEC, Canada
Contact Info 1-8 xxxxxxx
Websites
AUM* 0
of that, discretionary
Number of Employees 3 50%
of those in investment advisory functions 2
Private Fund GAV* 0
SMA’s No
Private Funds 0

Adviser Type

- Outside the United States

Client Types

Advisory Activities

- Financial planning services

Compensation Arrangments

- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

1 1 1 1
2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees