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Adviser Profile

As of Date 04/14/2025
Adviser Type - Large advisory firm
- Outside the United States
Number of Employees 45 -2.17%
of those in investment advisory functions 13 -50.00%
Registration SEC, Approved, 02/04/2003
AUM* 3,593,207,210 40.47%
of that, discretionary 3,548,419,880 41.03%
Private Fund GAV* 0
Avg Account Size 378,073 11.82%
% High Net Worth 16.78% 23.56%
SMA’s Yes
Private Funds 0
Contact Info 1-8 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Insurance companies
- Corporations or other businesses not listed above
- Other

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

Discretionary
Non-discretionary
3B 2B 2B 2B 1B 794M 397M
2015 2016 2017 2018 2019 2020 2021 2022

Private Funds

No private funds

Employees

Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker56501R106 Stock NameManulife Financial Corp. $ Position$150,744,808 % Position5.00% $ Change0.00% # Change-2.00%
Stck Ticker867224107 Stock NameSuncor Energy Inc. $ Position$140,382,220 % Position5.00% $ Change8.00% # Change-1.00%
Stck Ticker87807B107 Stock NameTC Energy Corp. $ Position$117,461,923 % Position4.00% $ Change1.00% # Change-1.00%
Stck Ticker706327103 Stock NamePembina Pipeline Corp. $ Position$117,008,782 % Position4.00% $ Change9.00% # Change0.00%
Stck Ticker780087102 Stock NameRoyal Bank of Canada $ Position$103,616,514 % Position4.00% $ Change-15.00% # Change-10.00%
Stck Ticker063671101 Stock NameBank of Montreal $ Position$105,901,487 % Position4.00% $ Change-15.00% # Change-14.00%
Stck Ticker11271J107 Stock NameBrookfield Corp. $ Position$115,290,972 % Position4.00% $ Change-11.00% # Change-3.00%
Stck Ticker136069101 Stock NameCanadian Imperial Bank of Comm $ Position$104,458,132 % Position4.00% $ Change-13.00% # Change-2.00%
Stck Ticker136681202 Stock NameCanadian Tire Corp. Ltd. - Class A $ Position$124,616,775 % Position4.00% $ Change-1.00% # Change0.00%
Stck Ticker29250N105 Stock NameEnbridge Inc. $ Position$116,730,121 % Position4.00% $ Change0.00% # Change-4.00%

Brochure Summary