Adviser Profile

As of Date 06/25/2026
Registration SEC, Approved, 07/22/2026
ADV Location TORONTO, ONTARIO, Canada
Contact Info 416 xxxxxxx
Websites
AUM* 370,890,873
of that, discretionary 370,890,873
Number of Employees 5
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 186,847
% High Net Worth 5.64%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm
- Outside the United States

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

No private funds

Employees