| As of Date | 06/30/2026 |
| Registration | SEC, Approved, 05/11/1998 |
| ADV Location | TORONTO, ON, Canada |
| Contact Info | 416 xxxxxxx |
| AUM* | 7,887,634,770 58% |
| of that, discretionary | 7,670,366,932 59% |
| Number of Employees | 1,455 10% |
| of those in investment advisory functions | 1,455 10% |
| Private Fund GAV* | 0 |
| Avg Account Size | 844,049 28% |
| % High Net Worth | 20.85% 30% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- A percentage of assets under your management
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name PRICEWATERHOUSECOOPERS LLP | Filing Date09/25/2025 | Form ADV-E View Report |
| Accounting Firm Name PRICEWATERHOUSECOOPERS LLP | Filing Date10/28/2024 | Form ADV-E View Report |
| Accounting Firm Name PRICEWATERHOUSECOOPERS LLP | Filing Date09/28/2023 | Form ADV-E View Report |