| As of Date | 07/27/2026 |
| Registration | SEC, Approved, 04/02/2025 |
| ADV Location | MONTREAL, QUEBEC, Canada |
| Contact Info | 514 xxxxxxx |
| AUM* | 16,978,584 |
| of that, discretionary | 16,978,584 100% |
| Number of Employees | 5 |
| of those in investment advisory functions | 5 67% |
| Private Fund GAV* | 0 |
| Avg Account Size | 808,504 |
| % High Net Worth | 20.00% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
No private funds