| 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$79,365,131 | % Position7.00% | $ Change-8.00% | # Change-5.00% |
| Stck Ticker891160509 | Stock NameTORONTO DOMINION BK ONT | $ Position$69,582,266 | % Position6.00% | $ Change-6.00% | # Change-3.00% |
| Stck Ticker063671101 | Stock NameBANK OF MONTREAL | $ Position$48,364,777 | % Position4.00% | $ Change-10.00% | # Change-5.00% |
| Stck Ticker064149107 | Stock NameBANK NOVA SCOTIA B C | $ Position$49,219,649 | % Position4.00% | $ Change4.00% | # Change-1.00% |
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$28,199,468 | % Position3.00% | $ Change17.00% | # Change1.00% |
| Stck Ticker136375102 | Stock NameCANADIAN NATL RY CO | $ Position$28,314,517 | % Position3.00% | $ Change1.00% | # Change1.00% |
| Stck Ticker136069101 | Stock NameCANADIAN IMPERIAL BANK OF CO | $ Position$36,083,344 | % Position3.00% | $ Change-7.00% | # Change-3.00% |
| Stck Ticker29250N105 | Stock NameENBRIDGE INC | $ Position$30,453,781 | % Position3.00% | $ Change-16.00% | # Change-2.00% |
| Stck Ticker594918104 | Stock NameMICROSOFT CORP | $ Position$30,235,968 | % Position3.00% | $ Change39.00% | # Change1.00% |
| Stck Ticker456837103 | Stock NameING GROEP N.V. | $ Position$19,532,632 | % Position2.00% | $ Change9.00% | # Change-3.00% |