Adviser Profile
| As of Date | 03/20/2026 |
| Registration | SEC, Approved, 01/31/2025 |
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| Former registrations | |
| ADV Location | DIEPPE, NEW BRUNSWICK, Canada |
| Contact Info | 1-5 xxxxxxx |
| Websites |
| AUM* | 2,309,385,751 27% |
| of that, discretionary | 2,309,385,751 27% |
| Number of Employees | 28 -3% |
| of those in investment advisory functions | 14 17% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,085,238 9% |
| % High Net Worth | 7.03% 38% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
- Outside the United States
- Outside the United States
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Insurance companies
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees
Reported AUM
2B
2B
2B
1B
990M
660M
330M
2025
2026
Private Funds
No private funds
Employees
Top Holdings
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker136375102 | Stock NameCANADIAN NATIONAL RAILWAY CO | $ Position$26,884,788 | % Position5.00% | $ Change-10.00% | # Change-11.00% |
| Stck Ticker15135U109 | Stock NameCENOVUS ENERGY INC | $ Position$14,849,243 | % Position3.00% | $ Change22.00% | # Change-3.00% |
| Stck Ticker594918104 | Stock NameMICROSOFT CORP | $ Position$17,227,766 | % Position3.00% | $ Change39.00% | # Change1.00% |
| Stck Ticker82509L107 | Stock NameSHOPIFY INC | $ Position$17,889,251 | % Position3.00% | $ Change2.00% | # Change-22.00% |
| Stck Ticker867224107 | Stock NameSUNCOR ENERGY INC | $ Position$14,733,254 | % Position3.00% | $ Change15.00% | # Change-9.00% |
| Stck Ticker874039100 | Stock NameTSMC | $ Position$15,235,666 | % Position3.00% | $ Change21.00% | # Change26.00% |
| Stck Ticker922908363 | Stock NameVANGUARD S&P 500 ETF | $ Position$10,104,600 | % Position2.00% | $ Change3.00% | # Change0.00% |
| Stck Ticker962879102 | Stock NameWHEATON PRECIOUS METALS CORP | $ Position$9,726,199 | % Position2.00% | $ Change33.00% | # Change11.00% |
| Stck Ticker79466L302 | Stock NameSALESFORCE INC | $ Position$9,051,150 | % Position2.00% | $ Change7.00% | # Change-29.00% |
| Stck Ticker46432F842 | Stock NameISHARES CORE MSCI EAFE ETF | $ Position$9,628,780 | % Position2.00% | $ Change1.00% | # Change1.00% |