Adviser Profile

As of Date 07/30/2023
Registration status Terminated
ADV Location RICHMOND HILL, ONTARIO, Canada
Contact Info 1 6 xxxxxxx
Websites
AUM* 0
of that, discretionary
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
SMA’s No
Private Funds 0

Adviser Type

- Outside the United States

Client Types

Advisory Activities

- Financial planning services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Market timing services
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)

Reported AUM

1 1 1 1
2021 2022
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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