Adviser Profile

As of Date 01/05/2026
Registration SEC, Approved, 04/18/2019
ADV Location MONTREAL, QUEBEC, Canada
Contact Info 1-5 xxxxxxx
Websites
AUM* 751,451,667 74%
of that, discretionary 751,451,667 74%
Number of Employees 12 -8%
of those in investment advisory functions 7 -22%
Private Fund GAV* 0
Avg Account Size 7,827,622 345%
% High Net Worth 37.63% 945%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm
- Outside the United States

Client Types

- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- Other investment advisers
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

751M 644M 537M 429M 322M 215M 107M
2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary