| Total AUM | $814.4M |
| Discretionary | $814.4M100% of AUM |
| Client Accounts | 2,586 |
| Avg Account Size | $315K |
| Employees | 16 |
| Peak AUM | $814.4MMar 2026 |
| AUM CAGR | +10.4% /yrover 8 yrs · 14 filings |
Total AUM
$814M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $814M | +24.5% | +18.5% | +11.8% | |
| Discretionary AUM | |||||
| Total AUM | $814.4M |
| Discretionary | $814.4M |
| Employees | 16 |
| Client Accounts | 2586 |
| Client Range | 51-100 |
Address
1000 DE LA GAUCHETIERE ST W
MONTREAL, QUEBEC H3B 4W5
Canada
Phone
514-876-9888
Filing History
14 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$814M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
| $814M |
| +24.5% |
| +18.5% |
| +12.3% |
| Total Accounts | 3k | +16.0% | +11.8% | +26.3% |
| Avg Account Size | $314,908.885 | +7.3% | +6.0% | 11.5% |
| Employees | 16 | 0.0% | +4.6% | +5.9% |
| AUM / Employee | $51M | +24.5% | +13.4% | +5.6% |
Client AUM Segments | |||||
| Wealth AUM | $438M | +28.7% | +25.9% | +14.3% | |
| Institutional AUM | $494,606 | 79.6% | 37.4% | 14.9% | |
| Fund / Pooled AUM | $376M | +20.7% | +13.8% | +9.4% | |
Client Count Segments | |||||
| HNW Clients | 740 | 0.5% | +2.4% | +3.4% | |
| Pooled / Fund | 3 | 0.0% | 0.0% | 0.0% | |
| Individuals | 304 | +23.6% | +22.6% | +11.4% | |