Fidelity Clearing Canada
$2.2B reported client assets across 6 advisory firms in FY2025 annual amendments
Reported client assets over time
$185M
$1.5B
2017
2025
Same-firm comparison: 5 firms that reported Fidelity Clearing Canada in both FY2024 and FY2025 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy. 2017, 2018 are shown but partial — only FY2017: 2 cohort firms, FY2018: 3 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Cardinal Point Capital Management, Ulc | $732M | $4.8B | 15.2% | 03/26/2026 |
| Verecan Capital Management Inc. | $690M | $693M | 99.6% | 03/31/2026 |
| Goodreid Investment Counsel Corp. | $356M | $544M | 65.5% | 11/17/2025 |
| Sandstone Asset Management Inc. | $278M | $278M | 100.0% | 06/27/2025 |
| Burgess Investment Management And Research Inc. | $119M | $144M | 82.7% | 03/30/2026 |
| Generation Pmca Corp. | $40.4M | $42.6M | 94.9% | 02/24/2026 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.