As trusted financial advisors for 35 years, we've provided our clients with consistent returns and low volatility because we invest in the Permanent Portfolio. We are here to understand your needs to move you onto a clear path forward to your financial future.
Whether you're looking at managing your wealth or choosing the financial products that best suit the needs of your clear path forward, our finance and customer service experts can help you. We are dedicated to assisting professionals from various fields in effectively managing their wealth and achieving their financial goals.
Our team at The Filipiuk Group always has your bigger financial picture in mind. We are driven by our passion for helping individuals and businesses build and protect their wealth so that they can leave a lasting legacy.
"I have been a client of The Filipiuk Group for many years, starting when Andy Filipiuk was beginning his career as a financial asset manager. As someone in retirement age I really appreciate the stability and consistency of the Permanent Portfolio that the Filipiuk Group manages. This combined with the fixed income portfolio they help me manage gives me tremendous peace of mind knowing that my money is conservatively invested, and the income stream will be consistent throughout my retirement.”
- Maria Mendez, Retiree
"Andy and the Filipiuk Group provide me with a conservative investment plan that allows me to diversify my risk for the future. I appreciate the consistent and solid returns they have provided for me.”
– Sean Simpson, VP of an IT Security Company
"Over the past 35 years, Andy has shown me how to diversify my investment portfolio better to compliment my business. I’m much better able to run cash flow projection models for both my business and my outside investments that are realistic and achievable. It’s amazing what a properly diversified portfolio can achieve over the long haul.”
– Ian Lindsay, Real Estate Developer
“Andy and the Filipiuk Group have helped me manage my fixed income portfolio investments over the past three decades. I appreciate their knowledge, product diversification, and the quality service that they provide. Their team understands me and is always available to talk.”
– Frank Mathewson, Retired U of T Economics Professor