| As of Date | 03/09/2026 |
| Registration | SEC, Approved, 08/06/2025 |
| ADV Location | MARKHAM, ONTARIO, Canada |
| Contact Info | 647 xxxxxxx |
| Websites |
| AUM* | 23,000,000 21% |
| of that, discretionary | 23,000,000 21% |
| Number of Employees | 4 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 450,980 -48% |
| % High Net Worth | 90.32% 0% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Other
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Performance-based fees
No private funds