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SPEAK TO AN ADVISOR

Sav Advisors is a multi family office dedicated to providing prominent individuals and families with the highest caliber of personalized service and attention.

We have served the needs of high-net-worth individuals and families for over a decade and are dedicated to providing clients with personalized and comprehensive financial solutions highlighting unique needs and goals.

Our Mission

Our mission centers on helping clients achieve financial success and security through merging expert advice, cutting-edge technology, and a deep understanding of the financial markets. We strive to be a trusted partner to our clients, providing them with the knowledge, tools, and resources they need to make informed decisions about their financial future.
Our firm was founded on a set of core values that guide our actions and strategies, including integrity, professionalism, excellence, and teamwork. We are committed to acting in the best interests of our clients at all times while helping them secure their legacies through bespoke services and continuous support.

Our Team

Sav Advisors’ expert team of diverse professionals is comprised of certified financial planners, investment advisors, and tax specialists who share a passion for helping clients navigate the complex world of substantial wealth. We work closely with each of our clients to understand their unique requirements and financial objectives while developing personalized financial plans tailored to their distinct circumstances.

Founded in 2010, our firm’s track record of success and client satisfaction is evident in the long-lasting relationships we have fostered with clients around the globe. We are proud of our esteemed reputation as a trusted and reliable financial partner, and we look forward to working with you to help you actualize your financial goals.

Services

Wealth Management

Our goal is to help our clients grow and preserve their wealth over the long term. Sav Advisors wealth management services include investment portfolio management, financial planning and risk management. We take a multidisciplinary approach to managing our clients’ wealth, taking into account their current financial situation, long-term goals and risk tolerance.

Investment Planning

Sav Advisors consultants take the time to understand our clients’ unique needs and preferences, and we work with them to create a tailored investment strategy that aligns with their goals and risk tolerance. We not only offer access to classic investment vehicles, but also seek exclusive opportunities in SMEs and on the AIM. We conduct regular analyses of performance against market benchmarks to ensure that strategies are delivering as expected while adjusting our approach to reflect evolving needs and circumstances.

Tax Advisory

Sav Advisors conducts regular monitoring of our clients’ assets and tax requirements to effectively optimize tax efficiency, prevent liabilities. We stay up-to-date on the latest tax laws and regulations and use our knowledge to help our clients make strategic decisions that can reduce costs while optimizing long-term capital savings. Our team is well-versed in a wide range of tax planning solutions for individuals and businesses and are proud to assist clients with their tax requirements while ensuring that they maintain absolute compliance across all jurisdictions.

Contact Us

Contact Sav Advisors directly to discover our bespoke family office solutions.

Email: info@savadvisors.com

Address: Toronto, Canada

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