| As of Date | 03/11/2026 |
| Registration | SEC, Approved, 11/01/2024 |
| ADV Location | TORONTO, ONTARIO, Canada |
| Contact Info | 1 4 xxxxxxx |
| Websites |
| AUM* | 9,154,129,413 10% |
| of that, discretionary | 9,154,129,413 10% |
| Number of Employees | 18 38% |
| of those in investment advisory functions | 5 |
| Private Fund GAV* | 0 |
| Avg Account Size | 508,562,745 -2% |
| SMA’s | No |
| Private Funds | 0 |
- Investment companies
- Pooled investment vehicles
- Pension and profit sharing plans
- Insurance companies
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
No private funds