Your Trusted Partner in Wealth Management
Adviset Capital Partners was founded on the unwavering principles of integrity, deep expertise, and unparalleled client service. With strong roots embedded in the vibrant Toronto financial community, we bring a localized understanding to global investment strategies.
We are committed to delivering transparent, fee-based advisory services, ensuring our interests are always aligned with yours. Our approach combines personalized attention, typically reserved for boutique firms, with the robust resources and sophisticated analytics of a much larger institution, providing you with truly comprehensive wealth management solutions.
Our Milestones & Values
2008: Founded on Integrity
Adviset Capital Partners established with a vision for ethical and client-centric financial guidance amidst market volatility.
2012: Expanded Service Offerings
Introduction of comprehensive wealth planning and estate advisory services to meet evolving client needs.
2017: Embracing Digital Innovation
Integration of advanced portfolio analytics and client portal for enhanced transparency and accessibility.
2023: Commitment to Sustainable Investing
Launched dedicated ESG integration strategies, reflecting our commitment to responsible wealth management.
Core Values:
- Fiduciary Duty: Always acting in your best interest.
- Transparency: Clear communication on fees and strategies.
- Excellence: Continuously striving for superior outcomes.
- Innovation: Adapting to market change with forward-thinking solutions.
Meet Our Experienced Professional Team
Our team comprises seasoned financial professionals, each bringing decades of wealth management experience, advanced certifications, and a shared commitment to your financial success. Together, we offer a comprehensive breadth of expertise across all facets of financial planning and investment management.
David Chen, CFA
Co-Founder & Managing Partner
David brings over 25 years of experience in portfolio management and strategic financial planning. He holds the Chartered Financial Analyst (CFA) designation and is a recognized thought leader in Canadian equity markets.
View Profile
Sarah Miller, CFP
Head of Wealth Planning
As a Certified Financial Planner (CFP) with 20 years in the industry, Sarah specializes in comprehensive wealth strategies, retirement planning, and intergenerational wealth transfer for high-net-worth families.
View Profile
Robert Fraser, CPA
Chief Investment Strategist
Robert’s expertise as a Chartered Professional Accountant (CPA) adds a critical tax-efficient lens to our investment strategies. He has over 18 years of experience in macroeconomics and market analysis.
View Profile
Emily Wong, M.Fin.
Senior Portfolio Manager
With a Master of Finance degree, Emily manages diverse client portfolios, specializing in international equities and alternative investments. She focuses on optimizing returns while managing risk.
View Profile
Michael O'Connell
Client Relationship Manager
Michael is dedicated to ensuring an exceptional client experience, serving as the primary point of contact and coordinating all aspects of our service delivery. He ensures seamless communication.
View Profile
Dr. Anya Sharma
ESG & Impact Investing Analyst
Dr. Sharma holds a Ph.D. in Environmental Economics and leads our ESG integration efforts, identifying sustainable investment opportunities that align with both client values and financial objectives.
View ProfileOur Philosophy and Core Values
Our approach to wealth management is rooted in a clear philosophy and guided by a set of unwavering core values that dictate every decision and interaction. We are committed to building lasting relationships based on trust, transparency, and tailored advice.
Client-First Fiduciary Approach
We are legally and ethically bound to act in your best interest. This fiduciary commitment is the bedrock of our service, ensuring unbiased advice and a focus on your long-term financial well-being.
Long-Term Relationship Building
We aim to be your financial partner for life, serving not just individuals but entire families across generations. Our relationships are built on deep understanding, consistency, and proactive engagement.
Innovation Balanced with Principles
While we embrace innovative technologies and evolving market insights, our strategies are always anchored in proven investment principles. We seek smart growth without unnecessary risk.
Transparent Communication
Clarity is paramount. We demystify complex financial concepts, provide clear reporting, and maintain open lines of communication, ensuring you are always informed and confident in your financial decisions.
Community & Social Responsibility
As a Toronto-based firm, we believe in giving back to the community that supports us. We actively engage in local initiatives and advocate for financial literacy, fostering broader economic well-being.
Our Client-Centered Service Approach
At Adviset Capital Partners, your financial journey is our priority. We've designed a service approach that ensures personalized attention, proactive communication, and continuous support, adapting to your evolving needs and market changes.
- Dedicated Relationship Managers: Your consistent point of contact, deeply familiar with your financial landscape and aspirations.
- Proactive Market Insights: Regular updates and actionable intelligence on market trends and economic shifts tailored to your portfolio.
- Transparent Reporting & Analysis: Clear, concise performance reports and in-depth analysis to track progress and inform future decisions.
- Financial Literacy & Education: Empowering you with the knowledge to understand your investments and make informed choices.
- Responsive & Accessible Team: Our commitment to being readily available to address your questions and concerns promptly.
Community Commitment and Involvement
Adviset Capital Partners is more than a financial services firm; we are an integral part of the Toronto community. Our involvement extends beyond wealth management to actively contributing to the well-being and prosperity of our local environment. We believe in building strong communities, just as we build strong portfolios.
Making an Impact in Toronto
Our commitment to Toronto is deep-seated. We actively participate in and support a range of initiatives:
- Financial Literacy Programs: Partnering with local schools and community centers to provide essential financial education to young adults and underserved populations.
- Local Business Associations: Active membership and leadership roles in Toronto's Board of Trade and various industry groups, fostering economic growth and responsible business practices.
- Charitable Support: Regular contributions and volunteer efforts for organizations like Habitat for Humanity Toronto, Daily Bread Food Bank, and local arts initiatives, strengthening the social fabric of our city.
- Industry Leadership: Our team members frequently speak at industry conferences and write for financial publications, sharing expertise and advancing best practices within the Canadian financial sector.