Adviser Profile

As of Date 06/16/2024
Registration status Terminated
ADV Location TORONTO, Canada
Contact Info 647 xxxxxxx
Websites
AUM* 550,000 -8%
of that, discretionary 550,000 -8%
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 550,000 -8%
SMA’s Yes
Private Funds 0

Adviser Type

- Outside the United States

Client Types

- Individuals (other than 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

600K 514K 429K 343K 257K 171K 86K
2016 2017 2018 2019 2020 2021 2022 2023 2024
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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