| Total AUM | $536K |
| Discretionary | $536K100% of AUM |
| Client Accounts | 2 |
| Avg Account Size | $268K |
| Employees | 5 |
| Peak AUM | $536KMar 2026 |
| AUM CAGR | +54.7% /yrover 5 yrs · 13 filings |
Total AUM
$536,000
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $536,000 | +48.9% | — | — | |
| Discretionary AUM | $536,000 | ||||
| Total AUM | $536,000 |
| Discretionary | $536,000 |
| Employees | 5 |
| Client Accounts | 2 |
| Client Range | 0 |
Address
2845 BRISTOL CIRCLE
OAKVILLE, ONTARIO L6H 6X5
Canada
Phone
1.888.845.9980
Filing History
13 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$536,000
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
| — |
| — |
| Total Accounts | 2 | 0.0% | — | — |
| Avg Account Size | $268,000 | +48.9% | — | — |
| Employees | 5 | 0.0% | +35.7% | +21.7% |
| AUM / Employee | $107,200 | +48.9% | — | — |
Client AUM Segments | |||||
| Wealth AUM | $536,000 | +48.9% | — | — | |