| As of Date | 11/17/2025 |
| Registration | SEC, Approved, 05/23/2008 |
| ADV Location | TORONTO, Canada |
| Contact Info | (41 xxxxxxx |
| Websites |
| AUM* | 544,091,418 53% |
| of that, discretionary | 544,091,418 53% |
| Number of Employees | 9 13% |
| of those in investment advisory functions | 7 |
| Private Fund GAV* | 0 |
| Avg Account Size | 396,568 14% |
| % High Net Worth | 78.47% 38% |
| 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