| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 11/21/2024 |
| ADV Location | TORONTO, ONTARIO, Canada |
| Contact Info | 416 xxxxxxx |
| Websites |
| AUM* | 3,294,238,414 749% |
| of that, discretionary | 3,294,238,414 749% |
| Number of Employees | 76 192% |
| of those in investment advisory functions | 30 275% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,066,442 -76% |
| % High Net Worth | 17.09% -78% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- Other investment advisers
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers
- A percentage of assets under your management
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker780087102 | Stock NameROYAL BK CDA | $ Position$86,555,136 | % Position8.00% | $ Change6.00% | # Change-17.00% |
| Stck Ticker891160509 | Stock NameTORONTO DOMINION BK ONT | $ Position$73,967,368 | % Position7.00% | $ Change13.00% | # Change-13.00% |
| Stck Ticker063671101 | Stock NameBANK MONTREAL MEDIUM | $ Position$53,671,579 | % Position5.00% | $ Change8.00% | # Change-17.00% |
| Stck Ticker064149107 | Stock NameBANK NOVA SCOTIA B C | $ Position$47,446,017 | % Position4.00% | $ Change8.00% | # Change-14.00% |
| Stck Ticker136069101 | Stock NameCANADIAN IMPERIAL BANK OF CO | $ Position$38,975,743 | % Position4.00% | $ Change9.00% | # Change-10.00% |
| Stck Ticker136375102 | Stock NameCANADIAN NATL RY CO | $ Position$27,919,467 | % Position3.00% | $ Change9.00% | # Change-6.00% |
| Stck Ticker29250N105 | Stock NameENBRIDGE INC | $ Position$36,154,668 | % Position3.00% | $ Change-19.00% | # Change-19.00% |
| Stck Ticker46625H100 | Stock NameJPMORGAN CHASE & CO | $ Position$27,854,474 | % Position3.00% | $ Change-1.00% | # Change-11.00% |
| Stck Ticker478160104 | Stock NameJOHNSON & JOHNSON | $ Position$20,746,809 | % Position2.00% | $ Change-12.00% | # Change-15.00% |
| Stck Ticker594918104 | Stock NameMICROSOFT CORP | $ Position$21,680,295 | % Position2.00% | $ Change-18.00% | # Change-19.00% |