| As of Date | 06/04/2026 |
| Registration | SEC, Approved, 08/20/2004 |
| ADV Location | VANCOUVER, BRITISH COLUMBIA, Canada |
| Contact Info | 1-8 xxxxxxx |
| Websites |
| AUM* | 174,573,976 9% |
| of that, discretionary | 174,573,976 9% |
| Number of Employees | 30 3% |
| of those in investment advisory functions | 30 3% |
| Private Fund GAV* | 0 |
| Avg Account Size | 389,674 3% |
| % High Net Worth | 14.51% 15% |
| 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
- Portfolio management for businesses
- A percentage of assets under your management
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name KPMG LLP | Filing Date08/28/2025 | Form ADV-E View Report |
| Accounting Firm Name KPMG LLP | Filing Date09/27/2024 | Form ADV-E View Report |
| Accounting Firm Name KPMG LLP | Filing Date10/23/2023 | Form ADV-E View Report |