| As of Date | 04/16/2026 |
| Registration | SEC, Approved, 03/20/2003 |
| ADV Location | TORONTO, ON, Canada |
| Contact Info | (41 xxxxxxx |
| Websites |
| AUM* | 377,824,711 -98% |
| of that, discretionary | 377,824,711 -98% |
| Number of Employees | 429 -1% |
| of those in investment advisory functions | 13 -50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 75,564,942 -92% |
| SMA’s | Yes |
| Private Funds | 0 |
- Insurance companies
- Portfolio management for businesses
- A percentage of assets under your management
No private funds