| As of Date | 04/01/2026 |
| Registration | SEC, Approved, 06/02/2025 |
| ADV Location | NORTH YORK, Canada |
| Contact Info | 416 xxxxxxx |
| Websites |
| AUM* | 9,440,000 -4% |
| of that, discretionary | 9,440,000 -4% |
| Number of Employees | 8 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 286,061 28% |
| % High Net Worth | 96.97% -1% |
| SMA’s | No |
| Private Funds | 0 |
- High net worth individuals
- Pooled investment vehicles
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Performance-based fees
No private funds