| Total AUM | $54.13B |
| Discretionary | $50.50B93% of AUM |
| Non-Discretionary | $3.64B |
| Client Accounts | 99 |
| Avg Account Size | $546.8M |
| Employees | 46 |
| Peak AUM | $54.13BMar 2026 |
| AUM CAGR | +2.1% /yrover 4 yrs · 10 filings |
Total AUM
$54.1B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $54.1B | +6.6% | +10.4% | +2.1% | |
| Discretionary AUM | |||||
| Total AUM | $54.13B |
| Discretionary | $50.50B |
| Employees | 46 |
| Client Accounts | 99 |
Address
1981 MCGILL COLLEGE
MONTREAL, QUEBEC H3A 2Y1
Canada
Phone
438-793-0444
Filing History
10 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$50.5B
93.3% of AUM
Non-Discretionary
$3.6B
6.7% of AUM
Disc. mix ▲ 2.0pp vs 1 year ago
Custody
No related registrations reported
| $50.5B |
| +9.0% |
| +10.8% |
| +0.5% |
| Non-Disc. AUM | $3.6B | 18.1% | +4.3% | — |
| Total Accounts | 99 | +1.0% | +102.0% | +76.8% |
| Avg Account Size | $547M | +5.5% | 45.4% | 42.2% |
| Employees | 46 | +27.8% | +27.9% | +33.2% |
| AUM / Employee | $1.2B | 16.6% | 13.7% | 23.3% |
Client AUM Segments | |||||
| Institutional AUM | $9.3B | +24.0% | +61.3% | — | |
| Fund / Pooled AUM | $39.2B | +8.4% | +374.7% | +75.2% | |
| Other AUM | $5.6B | 20.7% | 46.9% | 37.8% | |
Client Count Segments | |||||
| Institutional | 20 | +5.3% | +88.2% | — | |
| Pooled / Fund | 56 | +1.8% | +141.0% | +65.9% | |