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SEC-registered adviser

B•••••••• C•••••• M•••••••••

Wealth manager with institutional or fund businessToronto, Ontario, CRD 156409SEC 801-72535website IAPD

Legal name B•••••••• C•••••• M••••••••• I•••

Latest filing Apr 1, 2026

First filing on the tape Dec 23, 2011 · 23 filings

SEC status approved since Jun 22, 2011

RAUM

$737M

reported, Item 5.F

Discretionary

100%

of RAUM

Private clients

36%

$268M individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

n/a

derived; firm RAUM over IAPD count

Employees

7 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

23 filings and snapshots on the tape

RAUM$737M as of Apr 1, 2026

Dec 23, 2011$1.6B then

HNW client RAUM$206M as of Apr 1, 2026

Dec 19, 2017$320M then

State-registered IARs (5.B.3)0 as of Apr 1, 2026

Dec 23, 20110 then

Employees (5.A)25 as of Apr 1, 2026

Dec 20, 201225 then

Private funds10 as of Apr 1, 2026

Dec 20, 20121 then

RAUM +19% over the last fiscal year-9.9% a year over threeIARs 0 to 0

Practice profile

derived from the filing of Apr 1, 2026; every figure names its basis

Archetypes, each a printed rule

Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets

RAUM per advisor: unknownderivedRAUM over IAPD advisors; not a book size
Clients per advisor: unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client: $977,010derivedHNW RAUM over HNW clients
Average account: $855,944derivedRAUM over accounts (5.F.2.f)
Discretionary: 100%derivedof RAUM
Institutional: 5.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor: unknownderivedItem 5.A over advisors
Advisors per office: unknownderived1 offices incl. principal (1.F.5)
RAUM growth, one year: +19%derivedbetween the last two annual amendments
Advisor growth, one year: unknownderivedItem 5.B.3 between annual amendments
Client growth, one year: +24%derived
Compensation: percentage of assets, performance-basedreportedItem 5.E
Advisory activities: portfolio management for individuals, portfolio management for businesses and institutionsreportedItem 5.G
Wrap fee program: $242MreportedItem 5.I
Ownership: no PE, bank or public-company owner found on Schedule Aderived
Advisor book size: not public; not estimatedreported

Also answered yes on Form ADV

buys or sells securities as principal to or from clients (8.A.2)
has discretionary authority over which securities are bought or sold (8.C.1)
compensates persons for client referrals (8.G.1)
compensates non-employees for client referrals (8.G.2)

Where the RAUM sits

Form ADV Item 5.D, latest filing

High-net-worth individuals$206M46%
Corporations and businesses$146M32%
Individuals$61.5M14%
Charitable organizations$36.2M8.0%
Pension and profit-sharing plans$760,8290.2%

Individual clients: 116reported
HNW clients: 211reported
Pension plan clients: 21reported
Charitable clients: 9reported
Accounts: 861reported
Financial planning clients: reported
Wrap fee programs: $0 sponsored, $242M managedreported
Custody of client assets: noreported
Compensation: % of AUM, performancereported
Class basis: private_client_share=0.36 fund_share=0.0 institutional_share=0.05 related_bd=false related_bank=false bd_reps=0.0derived

Advisors registered through the firm

0 on IAPD today, longest tenure first

No representative is registered through this CRD on IAPD.

Advisor movement

Left, latest

none on the tape

Joined, latest

none on the tape

Every departure Every arrival

Private funds

18 reported on Schedule D 7.B.(1)

Fund	Type	Gross assets	Owners	First reported
B•••••••• G••••• M•••• R•••••• F••• L•	Other Private Fund	$82.0M	128	Mar 31, 2022
B•••••••• T••••••• I••••• P•••	Hedge Fund	$75.6M	514	Apr 12, 2012
B•••••••• E••••• P•••	Hedge Fund	$41.9M	435	Dec 26, 2014
B•••••••• T••••••• B••••••• P•••	Hedge Fund	$40.5M	422	Jan 10, 2017
B•••••••• M•••• R•••••• F••• I• I•••no longer reported	Private Equity Fund	$24.8M	29	Mar 5, 2020
B•••••••• G••••• M•••• P•••	Hedge Fund	$19.5M	298	Dec 26, 2014
K•• 7• R••• E••••• I• L•	Other Private Fund	$11.5M	69	Mar 28, 2024
P••••••••• R••• E••••• L•	Other Private Fund	$10.4M	101	Mar 31, 2022
R••••••••• G••••• F•••• F•••no longer reported	Hedge Fund	$7.4M	39	Mar 31, 2021
R••••••••• L•• V••••••••• E••••• F•••	Hedge Fund	$5.5M	2	Mar 31, 2021
R•• I•• R••• E••••• I• L•	Other Private Fund	$5.3M	25	Mar 28, 2024
R••••••••• A••••••• A•••• F•••	Hedge Fund	$5.2M	37	Mar 31, 2021
B•••••••• F•••• I••••• P•••	Hedge Fund	$5.0M	13	Mar 5, 2020
Q•••• R••• E••••• L•	Other Private Fund	$4.7M	22	Mar 31, 2022
B•••••••• L••• S•••• P•••	Hedge Fund	$4.4M	133	Dec 26, 2014
H••••••• R••• E••••• L•	Other Private Fund	$3.0M	29	Mar 28, 2024
R••••••••• G••••• F•••	Hedge Fund	$2.3M	11	Mar 31, 2021
R•• 4••••• P•••••• C••••• I• L•	Private Equity Fund	$556,248	9	Mar 31, 2021

Owners and control persons

Schedule A and B, latest filing

B••••••• D••••• C•••••• · Chairman, Chief Executive Officercontrol
since 07/2023 · owns 25% to 50%
M•••••••• P•••• · Senior Vice-President, P•••••• Client Groupcontrol
since 05/2020 · owns 25% to 50%
S•••••• G••••••• · President, P•••••• Client Groupcontrol
since 05/2020 · owns 25% to 50%
K••••••••• R•••••• D•••••• · Chief Compliance Officer
since 04/2016 · owns less than 5%

Related persons

Schedule D 7.A

K•••••••• M•••• G••••
investment advisery

Offices

Schedule D 1.F, the 25 largest

No branch office listed.

ADV anomalies

1 against comparable advisers; where to look, not conclusions

account count surgeChange between filings · filing Apr 1, 2026
accounts (Item 5.F.2.f) moved from 426.0 to 861.0 (+102.0%) between the annual amendments of 2025-03-27 and 2026-04-01; the peer median change was +6.0% (1256 comparable advisers, 97.0th percentile of changes)
peers: independent wealth managers, $500M to $1B (1,256) · 97% percentile

How anomalies are measured

What changed

consecutive filings, newest first

Accounts · 426 to 861
Mar 27, 2025 to Apr 1, 2026
Advisory employees · 8 to 7
Mar 27, 2025 to Apr 1, 2026
Charity clients · 5 to 9
Mar 27, 2025 to Apr 1, 2026
Corporate clients · 99 to 107
Mar 27, 2025 to Apr 1, 2026
HNW clients · 115 to 211
Mar 27, 2025 to Apr 1, 2026
Individual clients · 148 to 116
Mar 27, 2025 to Apr 1, 2026
Pension plan clients · unset to 21.0
Mar 27, 2025 to Apr 1, 2026
Private funds · 11 to 10
Mar 27, 2025 to Apr 1, 2026
Discretionary RAUM · $621M to $737M
Mar 27, 2025 to Apr 1, 2026
HNW RAUM · $119M to $206M
Mar 27, 2025 to Apr 1, 2026
Individual RAUM · $52.9M to $61.5M
Mar 27, 2025 to Apr 1, 2026
Pension RAUM · unset to 760829.0
Mar 27, 2025 to Apr 1, 2026
RAUM · $621M to $737M
Mar 27, 2025 to Apr 1, 2026
Wrap assets (manager) · $97.9M to $242M
Mar 27, 2025 to Apr 1, 2026
Accounts · 389 to 426
Mar 28, 2024 to Mar 27, 2025
Advisory employees · 9 to 8
Mar 28, 2024 to Mar 27, 2025
Charity clients · 9 to 5
Mar 28, 2024 to Mar 27, 2025
Corporate clients · 98 to 99
Mar 28, 2024 to Mar 27, 2025
HNW clients · 162 to 115
Mar 28, 2024 to Mar 27, 2025
Individual clients · 102 to 148
Mar 28, 2024 to Mar 27, 2025
Pension plan clients · 2.0 to unset
Mar 28, 2024 to Mar 27, 2025
Financial planning clients · unset to
Mar 28, 2024 to Mar 27, 2025
HQ state · unset to
Mar 28, 2024 to Mar 27, 2025
Private funds · 13 to 11
Mar 28, 2024 to Mar 27, 2025
Discretionary RAUM · $810M to $621M
Mar 28, 2024 to Mar 27, 2025
HNW RAUM · $165M to $119M
Mar 28, 2024 to Mar 27, 2025
Individual RAUM · $69.2M to $52.9M
Mar 28, 2024 to Mar 27, 2025
Pension RAUM · 50882026.0 to unset
Mar 28, 2024 to Mar 27, 2025
RAUM · $810M to $621M
Mar 28, 2024 to Mar 27, 2025
Wrap assets (manager) · $140M to $97.9M
Mar 28, 2024 to Mar 27, 2025
Accounts · 405 to 389
Aug 1, 2023 to Mar 28, 2024
Advisory employees · 10 to 9
Aug 1, 2023 to Mar 28, 2024
Charity clients · 5 to 9
Aug 1, 2023 to Mar 28, 2024
Corporate clients · 68 to 98
Aug 1, 2023 to Mar 28, 2024
HNW clients · 148 to 162
Aug 1, 2023 to Mar 28, 2024
Individual clients · 110 to 102
Aug 1, 2023 to Mar 28, 2024
Employees · 29 to 25
Aug 1, 2023 to Mar 28, 2024
Discretionary RAUM · $1.0B to $810M
Aug 1, 2023 to Mar 28, 2024
HNW RAUM · $311M to $165M
Aug 1, 2023 to Mar 28, 2024
Individual RAUM · $71.6M to $69.2M
Aug 1, 2023 to Mar 28, 2024

Signals

3 dated events

Michael Gregory Guichon (Chairman) no longer on Schedule A of B•••••••• C•••••• M••••••••• (listed 2023-03-30, absent 2023-08-01)
Aug 1, 2023 · Control person left · inference
B•••••••• C•••••• M••••••••• reported RAUM $1.1B, up 32% from $851.1M (2020-06-29 to 2021-03-31)
Mar 31, 2021 · RAUM change · derived
B•••••••• C•••••• M••••••••• reported RAUM $851.1M, down 43% from $1.5B (2020-03-05 to 2020-03-05)
Mar 5, 2020 · RAUM change · derived

Across DFX

shared identifiers only, never a name match

B•••••••• C•••••• M••••••••• · Private Equity
shared crd · organization

How to reach

public business contact points only, each with its source

Business email: c••••••@b•••••••••.careportedpublished by the firm, firm site, Sep 17, 2026
Business phone: 416-601-6888reportedpublished by the firm, firm site, Sep 17, 2026
Business phone: 416-601-9744reportedpublished by the firm, firm site, Sep 17, 2026
Website: B••••••••CAPITAL.CAreportedpublic record, Form ADV, Sep 21, 2026
Principal office phone: 416-601-6888reportedpublic record, Form ADV, Apr 1, 2026
Contact form: b•••••••••.careportedpublished by the firm, firm site, Sep 17, 2026

Provenance

Form ADV: SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors: IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class: Wealth manager with institutional or fund businessderiveda rule over Items 5.D and 7.A
RAUM per advisor: n/aderivedfirm RAUM over the IAPD count; not a book size
Loaded: Sep 14, 2026