| Total AUM | $9.28B |
| Discretionary | $7.97B86% of AUM |
| Non-Discretionary | $1.31B |
| Client Accounts | 23 |
| Avg Account Size | $403.4M |
| Employees | 97 |
| Peak AUM | $9.28BMar 2026 |
| AUM CAGR |
Total AUM
$9.3B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $9.3B | +12.1% | +6.7% | +12.0% | |
| Discretionary AUM | |||||
| Total AUM | $9.28B |
| Discretionary | $7.97B |
| Employees | 97 |
| Client Accounts | 23 |
Address
2020, BOUL. ROBERT-BOURASSA
MONTREAL, QUEBEC H3A 2A5
Canada
Phone
514-954-6722
Filing History
14 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$8.0B
85.9% of AUM
Non-Discretionary
$1.3B
14.1% of AUM
Disc. mix ▲ 1.1pp vs 1 year ago
Custody
| $8.0B |
| +13.6% |
| +8.3% |
| +15.4% |
| Non-Disc. AUM | $1.3B | +3.9% | 1.0% | 0.9% |
| Total Accounts | 23 | +4.5% | +15.3% | +8.9% |
| Avg Account Size | $403M | +7.2% | 7.4% | +2.8% |
| Employees | 97 | +2.1% | +7.5% | +11.2% |
| AUM / Employee | $96M | +9.8% | 0.7% | +0.7% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $9.3B | +12.1% | +6.7% | +12.0% | |
Client Count Segments | |||||
| Pooled / Fund | 23 | +4.5% | +15.3% | +8.9% | |