| As of Date | 12/10/2025 |
| Registration | SEC, Approved, 06/21/2010 |
| ADV Location | MONTREAL, QUEBEC, Canada |
| Contact Info | 514 xxxxxxx |
| Websites |
| AUM* | 705,183,288 17% |
| of that, discretionary | 705,183,288 17% |
| Number of Employees | 8 |
| of those in investment advisory functions | 5 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,510,028 13% |
| % High Net Worth | 98.93% 0% |
| SMA’s | Yes |
| Private Funds | 0 |
- High net worth individuals
- Charitable organizations
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
No private funds