| As of Date | 02/27/2026 |
| Registration | SEC, Approved, 04/06/2006 |
| ADV Location | VANCOUVER, BRITISH COLUMBIA, Canada |
| Contact Info | 604 xxxxxxx |
| Websites |
| AUM* | 106,218,886 34% |
| of that, discretionary | 106,218,886 34% |
| Number of Employees | 11 |
| of those in investment advisory functions | 7 -13% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,831,360 54% |
| % High Net Worth | 71.43% -7% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds