Advisico Financial Group

Secure Your Legacy. Grow Your Future.

Advisico Financial Group delivers comprehensive wealth management solutions combining traditional expertise with innovative strategies for sustainable financial growth for discerning Toronto families.

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2.8B+

Assets Under Management

15+

Years Average Advisor Experience

98%

Client Retention Rate

Trusted by Toronto's Most Successful Families

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Certified Financial Planner

Chartered Financial Analyst (CFA) Logo

Chartered Financial Analyst

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FP Canada Licenced

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Law Society of Ontario

Our commitment to excellence is reflected in our robust certifications, industry recognitions, and the enduring trust of our clients.

Comprehensive Financial Solutions for Every Life Stage

Investment Planning

Crafting diversified portfolios and growth strategies designed to achieve your specific financial milestones with rigorous analysis.

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Wealth Management

Holistic financial planning for high-net-worth individuals and families, preserving and growing your capital across generations.

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Portfolio Advisory

Expert oversight and continuous monitoring of your investment portfolio, ensuring optimal performance and strategic alignment.

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Retirement Advice

Personalized strategies for a secure and comfortable retirement, including RRSP optimization and pension maximization.

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Estate Planning

Comprehensive estate and succession planning to protect your legacy and ensure smooth wealth transfer for future generations.

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Tax Optimization

Strategizing to minimize tax liabilities and maximize your after-tax returns, keeping more of your hard-earned wealth.

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Innovative Investment Strategies for Modern Portfolios

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ESG & Responsible Investing

Invest in a better tomorrow. We integrate Environmental, Social, and Governance (ESG) factors into your portfolio, aligning your investments with your values without compromising returns. Discover how sustainable practices can lead to long-term financial growth.

Learn About ESG
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Women Investors Advisory

Tailored financial guidance for women. We understand the unique financial journeys, challenges, and opportunities women face, providing specialized advice to empower your financial independence and build lasting wealth.

Explore Women's Advisory
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Digital Asset Advisory

Navigate the evolving world of digital assets and cryptocurrency with confidence. Our experts provide strategic guidance for integrating digital assets into your diversified portfolio, managing risks and identifying opportunities.

Understand Digital Assets
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Family Office Services

Comprehensive, multi-generational wealth management. Our Family Office services are designed to consolidate financial, legal, and lifestyle management for ultra-high-net-worth families, ensuring wealth preservation and seamless succession.

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Discover Your Investment Potential

Use our interactive calculator to project your financial future and explore how tailored strategies can accelerate your wealth growth. Start planning your retirement or next big milestone today.

Retirement Projection Calculator

Projected Growth

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*Projections are illustrative and assume consistent contributions and growth rates.

Ready for a Personalized Plan?

Discuss your unique financial goals with a certified Advisico expert.

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Real Results for Real Families

Early Retirement in Muskoka

"Advisico transformed our retirement dreams into reality. Their meticulous planning allowed us to comfortably retire five years early to our cottage in Muskoka, exceeding our projected income needs by 20% (CAD)."

Elaine and Robert K. Retired Business Owners, Toronto
Optimized Estate for Generations

"Navigating complex estate planning was daunting until we met Advisico. They crafted a robust plan that minimized tax implications by over 15% (CAD), ensuring our family legacy is protected for generations."

David Chen Real Estate Developer, Richmond Hill
Strategic Business Exit

"Selling my business was the biggest financial event of my life. Advisico's strategic guidance maximized the net proceeds by an estimated 12% (CAD) and seamlessly integrated the capital into my personal wealth plan."

Sarah L. Tech Startup Founder, North York
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The Advisico Advantage: Our Proven 5-Step Wealth Strategy

Step 1: Discovery & Goal Setting

We begin with an in-depth conversation to understand your current financial landscape, future aspirations, and unique values. This includes a comprehensive assessment of your assets, liabilities, and risk tolerance.

Step 2: Strategy Development

Based on our discovery, we design a personalized, comprehensive wealth strategy. This blueprint incorporates investment, tax optimization, and estate planning, tailored to your specific objectives and time horizon.

Step 3: Implementation & Execution

With your approval, we meticulously execute your strategy. This involves portfolio construction, asset allocation, and coordination with legal professionals for any required documentation, ensuring a seamless setup.

Step 4: Monitoring & Review

Your financial well-being is our ongoing commitment. We provide continuous monitoring of your portfolio's performance and conduct regular reviews to ensure it remains aligned with your goals and adapts to market changes.

Step 5: Evolution & Adaption

Life is dynamic, and so should be your financial plan. We proactively adapt your strategy to accommodate life events, new opportunities, and evolving market conditions, ensuring your plan always serves your best interests.

Meet Toronto's Elite Financial Advisory Team

Alexandra Vance, Senior Wealth Advisor
Alexandra Vance, CFP, CIM

Senior Wealth Advisor

Specializing in high-net-worth portfolio management and intergenerational wealth transfer, Alexandra brings 18 years of experience building legacies.

  • UofT Alumna
  • Estate Planning
Schedule with Alexandra
Mark Thompson, Chief Investment Strategist
Mark Thompson, CFA, MBA

Chief Investment Strategist

Mark's expertise in global market analysis and quantitative strategies drives our award-winning investment performance. 22 years in finance.

  • ESG Certified
  • Queen's MBA
Schedule with Mark
Sophia Khan, Estate Planning Counsel
Sophia Khan, BA (Hons), JD

Estate Planning Counsel

Sophia brings legal precision to estate and trust planning, ensuring your directives are robust and your assets seamlessly transferred. 13 years legal experience.

  • Will & Trust Law
  • Property Law
Schedule with Sophia

Our team comprises dedicated professionals with a shared vision: to help you achieve financial peace of mind. Learn more about our collective expertise.

Meet the Full Team

Financial Planning Questions Answered

Advisico Financial Group stands out through our integrated approach to wealth management, combining deep local Toronto market knowledge with global investment strategies and in-house estate planning expertise. We don't just manage assets; we build comprehensive financial legacies tailored to your unique circumstances and aspirations, supported by an exceptionally credentialed team.
While our services are generally geared towards individuals, families, and businesses with investable assets typically over CAD $1,000,000, we encourage you to connect with us regardless. We offer a complimentary initial consultation to understand your needs and determine if Advisico Financial Group is the right fit for your financial journey. Exceptions may be made for clients with high future earning potential or complex planning needs.
Our fee structure is transparent and value-driven, primarily based on a percentage of assets under management (AUM). This aligns our success directly with yours. For specific, project-based work like detailed financial plans or complex estate solutions, we may offer a fixed-fee arrangement. All fees are discussed openly and agreed upon before any services commence. We are proud to operate as a fiduciary, always acting in your best interest.
Our advisory team comprises highly qualified professionals holding prestigious designations such as Certified Financial Planner (CFP®), Chartered Financial Analyst (CFA®), Chartered Investment Manager (CIM®), and Juris Doctor (JD) for our in-house legal counsel. Our collective expertise ensures a holistic and specialized approach to your financial needs.
We conduct formal, comprehensive reviews of your investment portfolio at least annually, or more frequently if there are significant market shifts or changes in your personal circumstances. Portfolio rebalancing is performed strategically throughout the year as needed to maintain your target asset allocation and risk profile, ensuring your investments are always optimized for your goals.

Expert Financial Insights and Resources

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Toronto Investor's Tax Optimization Guide 2024

Download our essential guide for Toronto investors, revealing expert strategies to minimize your tax burden and maximize your after-tax returns this year.

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Webinar Series: Mastering Canadian Retirement

Access our exclusive webinar series on navigating Canadian retirement planning, from RRSP maximization to generating sustainable income streams.

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Quarterly Global Market Outlook Report

Stay informed with Advisico's professional analysis of global economic trends, market forecasts, and strategic implications for your portfolio.

Ready to Elevate Your Financial Future?

Begin building your legacy with a complimentary, no-obligation wealth assessment consultation. Our Toronto advisors are ready to craft a strategy tailored exclusively for you.

Book Your Free Consultation Today

Limited slots available each month to ensure personalized attention.

+1 416-555-1234 | [email protected]