| As of Date | 09/25/2026 |
| Registration | SEC, Approved, 05/30/2025 |
| ADV Location | RICHMOND HILL, ONTARIO, Canada |
| Contact Info | 1-9 xxxxxxx |
| Websites |
| AUM* | 46,645,743,893 24% |
| of that, discretionary | 46,645,743,893 24% |
| Number of Employees | 71 6% |
| of those in investment advisory functions | 34 17% |
| Private Fund GAV* | 0 |
| Avg Account Size | 444,245,180 28% |
| SMA’s | No |
| Private Funds | 0 |
- Investment companies
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Other investment advisers
- Insurance companies
- Corporations or other businesses not listed above
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
- Performance-based fees
No private funds