| As of Date | 03/23/2026 |
| Registration | SEC, Approved, 03/19/2012 |
| ADV Location | TORONTO, ONTARIO, Canada |
| Contact Info | 416 xxxxxxx |
| Websites |
| AUM* | 40,180,083,812 33% |
| of that, discretionary | 40,180,083,812 33% |
| Number of Employees | 130 -2% |
| of those in investment advisory functions | 130 4% |
| Private Fund GAV* | 0 |
| Avg Account Size | 543,724 26% |
| % High Net Worth | 24.67% 36% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- State or municipal government entities
- Insurance companies
- Corporations or other businesses not listed above
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name KPMG | Filing Date01/02/2026 | Form ADV-E View Report |
| Accounting Firm Name KPMG | Filing Date01/27/2025 | Form ADV-E View Report |
| Accounting Firm Name KPMG | Filing Date04/12/2024 | Form ADV-E View Report |
| Accounting Firm Name KPMG | Filing Date12/22/2023 | Form ADV-E View Report |