Adviser Profile

As of Date 03/23/2026
Registration SEC, Approved, 07/29/2011
ADV Location WESTMOUNT, QUEBEC, Canada
Contact Info 514 xxxxxxx
Websites
AUM* 176,718,886 17%
of that, discretionary 75,873,495 4%
Number of Employees 3
of those in investment advisory functions 3
Private Fund GAV* 0
Avg Account Size 998,412 44%
% High Net Worth 63.64% 26%
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
- Insurance companies

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

Compensation Arrangments

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

Reported AUM

221M 190M 158M 126M 95M 63M 32M
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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