Adviser Profile

As of Date 12/15/2025
Registration SEC, Approved, 08/04/2021
ADV Location QUEBEC CITY, QUEBEC, Canada
Contact Info 418 xxxxxxx
AUM* 47,887,720 69%
of that, discretionary 47,887,720 69%
Number of Employees 6
of those in investment advisory functions 4
Private Fund GAV* 0
Avg Account Size 4,353,429 115%
% High Net Worth 45.45% -55%
SMA’s No
Private Funds 0

Adviser Type

- Outside the United States

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

48M 41M 34M 27M 21M 14M 7M
2021 2022 2023 2024 2025
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary