| As of Date | 03/03/2026 |
| Registration | SEC, Approved, 01/10/2025 |
| ADV Location | TORONTO, ONTARIO, Canada |
| Contact Info | 647 xxxxxxx |
| Websites |
| AUM* | 115,743,110 57% |
| of that, discretionary | 115,743,110 57% |
| Number of Employees | 3 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 635,951 -48% |
| % High Net Worth | 26.09% 20% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Investment companies
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
No private funds