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Our mission is to empower individuals and enterprises alike, offering tailored services that drive success and secure futures.

A  full-service advisory firm specializing individual and business solutions.

Advisory X

WELCOME TO

Individual Services

PRIVATE WEALTH MANAGEMENT

At Advisory X, we craft personalized wealth management strategies to preserve and grow your wealth, aligning with your distinct goals and aspirations.

Your aspirations are unique.

INSURANCE

Our comprehensive insurance solutions safeguard you and your loved ones, ensuring financial security through life's uncertainties.

Protection matters.

MORTGAGES

Our team navigates the mortgage landscape to secure the ideal option for your financial situation and future plans.

Simplifying the complex.

FORMER EMPLOYER PENSION MANAGEMENT & CONSULTING

We provide expert guidance to optimize former employer pension plans, ensuring a secure retirement.

Maximizing benefits for your future.

Business Services

EXECUTIVE SEARCH

Our meticulous executive search process connects businesses with top-tier professionals, fostering growth and innovation.

Talent fuels success.

COMMERCIAL LENDING

Tailored lending solutions empower businesses to navigate financial landscapes effectively.

Capitalizing on opportunities. 

GROUP HEALTH BENEFITS & RETIREMENT SAVINGS

Comprehensive benefit plans and retirement solutions ensure a thriving and motivated workforce.

Your team's well-being matters.

CORPORATE LIFE INSURANCE

Our Corporate Life Insurance solutions offer stability and continuity against unforeseen events, securing stakeholders and ensuring business continuity.

Protecting your business's future.

Our Resources

70+

Residential & Commercial Lenders

20+

Investment & Insurance Suppliers

5

Canadian Provinces

1

Mission

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GET IN TOUCH

At Advisory X, our commitment revolves around personalized attention and expertise. We forge enduring partnerships, guiding you through every financial decision with integrity, transparency, and unwavering dedication.

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Whether you seek personal financial growth or business sustainability, Advisory X is your trusted partner in navigating the intricate world of finance. Let us empower your journey towards a prosperous and secure future.

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