| As of Date | 01/22/2026 |
| ADV Location | Canada |
| Adviser Type
- Large advisory firm - Outside the United States |
|
| Number of Employees | 19 6% |
| of those in investment advisory functions | 10 |
| AUM* | 421,446,355 32% |
| of that, discretionary | 413,903,311 33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 229,296 27% |
| High Net Worth | 25.70% 28% |
| SMA’s | Yes |
| Private Funds | 0 |
| Websites |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)