Adviser Profile

As of Date 06/30/2026
Registration SEC, Approved, 05/11/1998
ADV Location TORONTO, ON, Canada
Contact Info 416 xxxxxxx
AUM* 7,887,634,770 58%
of that, discretionary 7,670,366,932 59%
Number of Employees 1,455 10%
of those in investment advisory functions 1,455 10%
Private Fund GAV* 0
Avg Account Size 844,049 28%
% High Net Worth 20.85% 30%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm
- Outside the United States

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

8B 7B 5B 4B 3B 2B 1B
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Form ADV-E Surprise Examination Reports

Accounting Firm Name Filing Date Form ADV-E
Accounting Firm Name PRICEWATERHOUSECOOPERS LLP Filing Date09/25/2025 Form ADV-E View Report
Accounting Firm Name PRICEWATERHOUSECOOPERS LLP Filing Date10/28/2024 Form ADV-E View Report
Accounting Firm Name PRICEWATERHOUSECOOPERS LLP Filing Date09/28/2023 Form ADV-E View Report

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