| As of Date | 03/23/2026 |
| Registration | SEC, Approved, 07/29/2011 |
| ADV Location | WESTMOUNT, QUEBEC, Canada |
| Contact Info | 514 xxxxxxx |
| Websites |
| AUM* | 176,718,886 17% |
| of that, discretionary | 75,873,495 4% |
| Number of Employees | 3 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 998,412 44% |
| % High Net Worth | 63.64% 26% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Insurance companies
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds