| As of Date | 10/09/2026 |
| Registration | SEC, Approved, 10/17/2024 |
| ADV Location | WATERLOO,ONTARIO, Canada |
| Contact Info | 519 xxxxxxx |
| Websites |
| AUM* | 229,600,000 |
| of that, discretionary | 229,600,000 |
| Number of Employees | 4 300% |
| of those in investment advisory functions | 4 300% |
| Private Fund GAV* | 0 |
| Avg Account Size | 3,958,621 |
| % High Net Worth | 15.56% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds