| As of Date | 06/24/2026 |
| Registration | SEC, Approved, 01/31/1991 |
| ADV Location | TORONTO, ONTARIO, Canada |
| Contact Info | 416 xxxxxxx |
| AUM* | 12,911,532 5% |
| of that, discretionary | 12,911,532 5% |
| Number of Employees | |
| of those in investment advisory functions | |
| Private Fund GAV* | 0 |
| Avg Account Size | 614,835 10% |
| % High Net Worth | 18.18% 27% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds