Adviser Profile

As of Date 12/10/2025
Registration SEC, Approved, 06/21/2010
ADV Location MONTREAL, QUEBEC, Canada
Contact Info 514 xxxxxxx
Websites
AUM* 705,183,288 17%
of that, discretionary 705,183,288 17%
Number of Employees 8
of those in investment advisory functions 5
Private Fund GAV* 0
Avg Account Size 1,510,028 13%
% High Net Worth 98.93% 0%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm
- Outside the United States

Client Types

- High net worth individuals
- Charitable organizations

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

705M 604M 504M 403M 302M 201M 101M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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