AGF Advisors

Overview

AGF Advisors operates as a small, independent registered investment advisor structured as a sole proprietorship that serves individual and family clients. The firm presents itself primarily as a financial planning and portfolio management practice for individuals and small businesses, and it also offers pension consulting, adviser selection services and educational workshops. Its business mix includes insurance brokerage work in addition to advisory services. AGF Advisors bills through a mix of percentage-of-AUM, hourly, fixed and other fee arrangements, and it functions more as a capital allocator — sourcing third‑party managers and funds on behalf of clients rather than running an in‑house, large-scale investment platform. Advisory relationships are handled on a largely non‑discretionary basis, which, combined with the firm’s small asset base, points to a consultative engagement style: recommending portfolios, fund managers and insurance solutions while leaving final execution decisions to clients or their custodians.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices