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Adviser Profile

As of Date 03/28/2025
Adviser Type - Large advisory firm
- Outside the United States
Number of Employees 184 12.20%
of those in investment advisory functions 65 16.07%
Registration SEC, Approved, 10/21/2005
AUM* 26,172,191,035 8.05%
of that, discretionary 26,172,191,035 8.05%
Private Fund GAV* 0
Avg Account Size 101,442,601 12.24%
% High Net Worth 3.88% 48.39%
SMA’s Yes
Private Funds 0
Contact Info 514 xxxxxxx
Websites

Client Types

- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Other investment advisers
- Insurance companies
- 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
- Publication of periodicals or newsletters
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

29B 25B 21B 17B 12B 8B 4B
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker891160509 Stock NameTORONTO DOMINION BK ONT $ Position$130,288,725 % Position5.00% $ Change14.00% # Change-2.00%
Stck Ticker82509L107 Stock NameSHOPIFY INC $ Position$112,414,439 % Position4.00% $ Change3.00% # Change-10.00%
Stck Ticker780087102 Stock NameROYAL BK CDA $ Position$122,782,426 % Position4.00% $ Change8.00% # Change-2.00%
Stck Ticker008474108 Stock NameAGNICO EAGLE MINES LTD $ Position$114,909,076 % Position4.00% $ Change3.00% # Change-1.00%
Stck Ticker063671101 Stock NameBANK MONTREAL QUE $ Position$101,288,377 % Position4.00% $ Change6.00% # Change-3.00%
Stck Ticker11271J107 Stock NameBROOKFIELD CORP $ Position$117,261,208 % Position4.00% $ Change-7.00% # Change-17.00%
Stck Ticker136385101 Stock NameCANADIAN NAT RES LTD $ Position$102,706,292 % Position4.00% $ Change7.00% # Change11.00%
Stck Ticker13646K108 Stock NameCANADIAN PACIFIC KANSAS CITY $ Position$95,722,480 % Position3.00% $ Change13.00% # Change5.00%
Stck Ticker064149107 Stock NameBANK NOVA SCOTIA HALIFAX $ Position$72,884,451 % Position3.00% $ Change8.00% # Change-2.00%
Stck Ticker011532108 Stock NameALAMOS GOLD INC NEW $ Position$70,445,292 % Position3.00% $ Change6.00% # Change12.00%

Brochure Summary