| As of Date | 06/25/2026 |
| Registration | SEC, Approved, 09/12/2024 |
| ADV Location | MISSISSAUGA, ONTARIO, Canada |
| Contact Info | 647 xxxxxxx |
| Websites |
| AUM* | 130,411,192 |
| of that, discretionary | 130,411,192 |
| Number of Employees | 8 60% |
| of those in investment advisory functions | 3 50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 436,158 |
| % High Net Worth | 6.02% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds