| As of Date | 08/01/2026 |
| Registration status | Terminated |
| ADV Location | TORONTO, ONTARIO, Canada |
| Contact Info | 1-8 xxxxxxx |
| Websites |
| AUM* | 19,867,773,171 9% |
| of that, discretionary | 19,867,773,171 9% |
| Number of Employees | 82 -10% |
| of those in investment advisory functions | 7 |
| Private Fund GAV* | 0 -100% |
| Avg Account Size | 187,431,822 19% |
| SMA’s | Yes |
| Private Funds | 0 2 |
- Pooled investment vehicles
- Pension and profit sharing plans
- Insurance companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management