Comprehensive Wealth Management for Discerning Clients
At Advisico Financial Group, we offer comprehensive wealth management solutions meticulously designed for affluent families in Toronto. Our holistic approach integrates sophisticated investment strategies, tax optimization, meticulous estate planning, and robust risk management to protect and grow your legacy across generations.
- Dedicated relationship management from a senior advisory team
- Seamless integration with your existing legal and accounting professionals
- Unwavering commitment to confidentiality and privacy for high-profile clients
Institutional-Quality Asset Allocation Strategies
We construct bespoke portfolios leveraging multi-asset classes, including alternatives and private investments typically reserved for institutional investors. Our dynamic rebalancing ensures your portfolio adapts to market conditions, while currency hedging and international diversification strategies provide resilience.
- Access to exclusive institutional investment platforms and negotiated fee structures
- Advanced international diversification and currency hedging
- Custom portfolio construction tailored to your unique financial landscape
Comprehensive Risk Management and Protection
Protecting your wealth is paramount. Advisico employs rigorous risk assessment and stress testing under various market scenarios, alongside meticulous analysis of insurance, estate liquidity, and wealth transfer risks. We specialize in managing concentration risk for business owners and executives, ensuring your financial security.
- Proactive portfolio stress testing against diverse market conditions
- Strategic estate liquidity planning to mitigate transfer risks
- Concentration risk management for significant business holdings
Advanced Tax Planning and Optimization
Maximizing your after-tax returns is a cornerstone of our wealth management philosophy. We develop sophisticated tax strategies, including corporate structure optimization, trust utilization for income splitting, efficient capital gains management, and impactful charitable giving plans, tailored to your specific circumstances, including cross-border complexities.
- Optimized corporate structures for business owners and professionals
- Strategic use of trusts for tax-efficient wealth transfer
- Philanthropic strategies maximizing tax benefits and societal impact
Estate Planning and Wealth Transfer Solutions
Preserve your family's financial legacy with our expert estate planning and wealth transfer services. We design multi-generational strategies utilizing various trust structures, estate freeze techniques, and succession planning for family businesses. Our approach ensures your assets are transferred efficiently, minimizing tax liabilities and reflecting your philanthropic aspirations.
- Multi-generational wealth transfer strategies for enduring legacies
- Estate freeze techniques to minimize future tax implications
- Succession planning for family businesses and professional practices
Family Office Services for Ultra-High-Net-Worth Clients
For ultra-high-net-worth families, Advisico extends comprehensive multi-family office services, offering the benefits of an institutional-grade service with highly personalized attention. Beyond traditional wealth management, we provide next-generation education, facilitate family governance, and offer seamless administrative support.
Dedicated Advisory Team
A specialized team providing a single point of contact for all your financial needs.
Next-Gen Education
Programs designed to empower the next generation with financial literacy and stewardship.
Concierge Administration
Streamlined administrative support, from bill pay to legacy documentation.
Access to Exclusive Alternative Investment Opportunities
Diversify beyond traditional markets with Advisico's curated access to alternative investments. For qualified investors, this includes private equity, hedge funds, real estate investment trusts, and venture capital opportunities, designed to enhance returns and reduce portfolio volatility.
- Curated access to elite private equity and hedge funds
- Opportunities in real estate and direct property investments
- Venture capital and startup investment coordination
Our Comprehensive Wealth Management Process
Advisico's process is designed for clarity, collaboration, and continuous refinement. From your initial assessment to ongoing strategic adjustments, we ensure every aspect of your wealth plan is expertly managed and aligned with your evolving goals.
1. Goal Clarification
Defining your unique financial aspirations and objectives.
2. Integrated Analysis
A comprehensive review of your current financial, tax, and estate situation.
3. Strategy Development
Crafting a tailored, holistic plan that integrates all components of your wealth.
4. Ongoing Optimization
Continuous monitoring, adaptation, and refinement to meet market changes and life events.