| As of Date | 06/22/2026 |
| Registration | SEC, Approved, 01/27/2010 |
| ADV Location | CALGARY, Canada |
| Contact Info | 403 xxxxxxx |
| Websites |
| AUM* | 330,723,534 14% |
| of that, discretionary | 330,294,568 14% |
| Number of Employees | 10 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 2,563,748 30% |
| % High Net Worth | 82.17% 0% |
| SMA’s | Yes |
| Private Funds | 0 |
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers
- A percentage of assets under your management
No private funds