About Advisico Financial Group
Founded in 2010 by former Bay Street executives, Advisico Financial Group has grown to become Toronto's most trusted independent wealth management firm.
Our StoryFrom Bay Street Excellence to Independent Client Focus
Advisico Financial Group was born from a pivotal idea: to bring the sophisticated strategies of institutional investment management to discerning individuals and families, but with an unwavering commitment to personal, client-focused service.
Established in 2010 by seasoned professionals with over two decades of experience on Bay Street, we recognized a need for independent, fiduciary advice that prioritized client interests above all else. What began as a boutique firm has steadily grown into a comprehensive wealth management group, recognized for its rigorous approach and personalized solutions across Ontario.
Key milestones include our initial regulatory accreditations in 2011, expanding our service portfolio to include estate planning in 2015, and consistently being ranked among the top independent financial advisors in Ontario since 2018. We continually evolve our offerings to meet the dynamic needs of our Toronto clientele, upholding our promise of impartial, expert guidance.
Our Commitment to Client-Focused Excellence
Integrity & Fiduciary Duty
We act solely in your best interest, transparently disclosing all fees and avoiding conflicts of interest. Your financial well-being is our paramount concern.
Expertise & Innovation
Our team of certified professionals leverages deep knowledge and innovative strategies to navigate complex financial landscapes and achieve optimal outcomes.
Transparency & Communication
We believe in clear, open communication. You'll always understand your financial plan, its rationale, and how it aligns with your goals.
Our client-first philosophy is the cornerstone of every decision we make. We are committed to fostering financial literacy and supporting the community through various initiatives across Toronto.
Meet the Leaders Guiding Your Financial Future
Evelyn Reed, CFP, CFA
Managing Partner
With over 25 years in wealth management, Evelyn specializes in complex portfolio construction and intergenerational wealth transfer. A passionate advocate for financial literacy, she enjoys hiking in the Ontario wilderness.
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Marcus Thorne, CMA, LLB
Head of Financial Planning
Marcus combines his deep understanding of taxation and law to craft comprehensive financial and estate plans. He is an avid cyclist and volunteers with local youth mentorship programs.
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Dr. Anya Sharma, Ph.D.
Director of Research & Analytics
With a Ph.D. in Financial Economics, Dr. Sharma leads our market research and quantitative analysis, informing our strategic investment decisions. She enjoys classical music and contributes to economic journals.
View ProfileThe Advisico Approach: Comprehensive Wealth Stewardship
Our philosophy extends beyond mere investment portfolios. We embrace a holistic view of your financial life, integrating every element to foster true wealth stewardship.
Investment Management
Strategic portfolio design aligned with your unique risk tolerance and growth objectives.
Tax-Efficient Strategies
Minimizing tax burden through insightful planning for investments and income.
Estate & Legacy Planning
Ensuring your wealth is preserved and transferred according to your wishes.
Collaborative Advisory
Working with your legal and tax professionals for a seamless financial picture.
Measurable Results for Our Client Community
98%%
Client Retention Rate
Reflecting long-term trust and satisfaction with our services.
$750M+
Assets Under Management
A testament to our growth and the scale of wealth entrusted to us.
Top 5
Independent Advisors (Ontario)
Consistently recognized for excellence in financial advisory services.
Our dedication translates into tangible results, empowering our clients to achieve their financial aspirations with confidence.
Rooted in Toronto, Committed to Ontario Families
Our downtown Toronto office at 100 Bay Street, Suite 2500, places us at the heart of Canada's financial district, offering convenient access for our clients across the GTA and beyond.
Beyond our expert advisory services, Advisico Financial Group is deeply invested in the well-being of the communities we serve. We believe in active participation, from sponsoring local financial literacy workshops to participating in charitable initiatives that strengthen Ontario families.
Our internal culture fosters continuous learning, collaboration, and a shared commitment to client success. We regularly host client appreciation events and educational seminars, offering valuable insights and strengthening our bonds with those we advise.
Meet Our Team and Discover the Advisico Difference
Ready to experience personalized, expert financial guidance?
Book Your Consultation Today