Adviser Profile

As of Date 05/06/2026
Registration SEC, Approved, 03/07/2001
ADV Location MONTREAL, QUEBEC, Canada
Contact Info 514 xxxxxxx
Websites
AUM* 331,382,938 -43%
of that, discretionary 331,382,938 -43%
Number of Employees 20 -20%
of those in investment advisory functions 11 -21%
Private Fund GAV* 210,414,882 -3%
Avg Account Size 41,422,867 -29%
% High Net Worth 6.90% 3%
SMA’s Yes
Private Funds 3

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles

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
- Performance-based fees

Reported AUM

3B 3B 2B 2B 1B 847M 424M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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Brochure Summary