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B•• N•••••• B•••• S••••••••• L•••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserbroker-dealer affiliated wealth managerSEC registeredRAUM 1b 10b

B•• N•••••• B•••• S••••••••• L•••

CRD 281337

TORONTO, ONTARIO

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Search this name across graphsid dfx:ria:18ca50c0-6106-5ae9-a6a8-0d90b1c6bb41

Data as of Sep 8, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:38 AM UTC and rebuilt at most every 15 minutes.

Relationships: 54
Dated events: 22
On other graphs: 0
Observed: Jan 13, 2016 to Sep 8, 2026
59 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: broker-dealer affiliated wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=true related_bank=true bd_reps=144.0
Regulatory AUM: $1.2BItem 5.F on the latest filing (2026-09-08); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.2B
Private client RAUM: $1.2BderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 35
RAUM per advisor

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first; showing 25 of 35

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
M•••••• T•••••• A•••••••	n/a	M•••••••, QUEBEC	6	33	n/a	yes
E•••••••• T• Q• P••••••••	n/a	Vancouver	6

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B•• N•••••• B•••• I•••	SOLE SHAREHOLDER	E	yes	09/1997	Sep 8, 2026	Sep 8, 2026
B••••• W••••••• A• L•	Director	Na	yes	01/2012	Sep 8, 2026

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
B•• P•••••• I••••••••• C•••••• I•••	n/a	B•••_AFFILIATED_WEALTH	$40B	N	yes	n/a
B•• F••••• O•••••• L••	n/a	B•••_AFFILIATED_WEALTH	$10.0B	N	yes

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published; showing 30 of 50

City	State	Country	Employees	Also broker-dealer
Toronto	n/a	Canada	15	yes
Toronto	n/a	Canada	14	yes
Toronto	n/a	Canada	14	yes
Toronto	n/a	Canada	13	yes

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.2B	$932M	28.5%	$554M	29.3%	303	277	49	51

Relationships

Affiliated with (9)

→ B•• A•••• M••••••••• C••••Registered adviserother investment adviser, bank, common control
factForm ADV
→ B•• F••••• O•••••• L••Registered adviserother investment adviser, common control
factForm ADV
→ S••••• O•••••, A PART OF B•• F•••••••• GROUPRegistered adviserother investment adviser, common control
factForm ADV
→ B•• P•••••• I••••••••• C•••••• I•••Registered adviser

Dated events

2 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Jan 28, 2026
Regulatory AUM changed
B•• N•••••• B•••• S••••••••• L••• reported RAUM $1.2B, up 28% from $932.0M (2025-07-02 to 2026-01-28)
Form ADVobserved 6 days ago
$266M
Occurred
Jan 29, 2025
Regulatory AUM changed
B•• N•••••• B•••• S••••••••• L••• reported RAUM $932.0M, up 41% from $660.9M (2024-11-05 to 2025-01-29)
Form ADVobserved 6 days ago
$271M
Occurred
Oct 29, 2024
Control person left
Everett Ades Stephen Macdonald (Director) no longer on Schedule A of B•• N•••••• B•••• S••••••••• L••• (listed 2024-09-19, absent 2024-10-29)
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:18ca50c0-6106-5ae9-a6a8-0d90b1c6bb41
First observed: Jan 13, 2016
Last observed: Sep 8, 2026 14 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.