Adviser Profile

As of Date 02/27/2026
Registration SEC, Approved, 04/06/2006
ADV Location VANCOUVER, BRITISH COLUMBIA, Canada
Contact Info 604 xxxxxxx
Websites
AUM* 106,218,886 34%
of that, discretionary 106,218,886 34%
Number of Employees 11
of those in investment advisory functions 7 -13%
Private Fund GAV* 0
Avg Account Size 1,831,360 54%
% High Net Worth 71.43% -7%
SMA’s Yes
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

106M 91M 76M 61M 46M 30M 15M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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