| As of Date | 07/24/2026 |
| Registration | SEC, Approved, 11/13/2025 |
| ADV Location | TORONTO, ONTARIO, Canada |
| Contact Info | 416 xxxxxxx |
| Websites |
| AUM* | 83,789,532 |
| of that, discretionary | 83,789,532 |
| Number of Employees | 4 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 73,888 |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
No private funds