| As of Date | 03/30/2026 |
| Registration | SEC, Approved, 08/26/2025 |
| ADV Location | HALIFAX, NOVA SCOTIA, Canada |
| Contact Info | 902 xxxxxxx |
| Websites |
| AUM* | 2,658,058 |
| of that, discretionary | 2,658,058 |
| Number of Employees | 39 |
| of those in investment advisory functions | 18 |
| Private Fund GAV* | 0 |
| Avg Account Size | 177,204 |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds