Building Legacies, Beyond Numbers

“The best investment you can make is in understanding how to manage risk.”
                                                                                                                                                                                                    — Ray Dalio

Comprehensive Financial Solutions — All Under One Shield

 

Aegis Financial Group offers integrated financial services through four core pillars: Tax & Accounting, Insurance Planning, Real Estate Investment, and Wealth Management.
Our mission is to help every client—whether an individual, a family, or a business—achieve holistic financial growth within a framework of controlled risk. Under the protection of the Aegis shield, we strive to empower clients to build, preserve, and grow their legacy with confidence and clarity.

Our services

We offer a comprehensive suite of integrated financial services designed to align with your personal and business goals. Our approach centers on understanding each client’s unique circumstances and delivering strategic, results-driven solutions. From tax and accounting to insurance planning, real estate investment, and wealth management, Aegis Financial Group provides professional guidance that empowers clients to grow and protect their assets with confidence.

 

Tax & Accounting

We offer a comprehensive suite of accounting and tax services meticulously tailored to meet each client’s unique financial goals. Beyond essential personal and corporate tax filings, our expertise extends to audit, assurance, and complex tax matters, including corporate restructuring, mergers and acquisitions, and public listings.

Insurance Planning

We provide professional insurance services and consultation, working in partnership with several major insurance companies across Canada. Through our licensed insurance brokerage, clients can access a wide range of financial and insurance products from leading providers such as Manulife, Canada Life, and Sun Life.

Real Estate Investment

We assist clients in acquiring a diverse portfolio of real estate assets, including resale homes, pre-construction developments, commercial properties, and land investments. Through our integrated platform, clients gain access to exclusive market insights, strategic investment opportunities, and end-to-end transaction support — ensuring every purchase aligns with their financial objectives, risk tolerance, and long-term wealth strategy.

Wealth Management

We collaborate with financial brokerages, private investment firms, and major bank wealth management divisions to provide clients with access to a broad range of financial products. This allows us to design diversified and risk-hedged investment portfolios, ensuring every client’s overall strategy is both balanced and growth-oriented.

About us

Aegis Financial Group Inc. began with a simple idea fueled by a deep passion — to create a financial firm that truly protects and empowers its clients.
Founded in Toronto, Canada, Aegis started as a small accounting practice built on trust, precision, and genuine care for every client’s success. Over time, that vision evolved into a fully integrated financial group that unites Tax & Accounting, Insurance Planning, Real Estate Investment, and Wealth Management under one shield.

At Aegis, we take pride in offering personal attention and meticulous service. Every plan we design and every strategy we execute is guided by one core principle — excellence with integrity.

 

Client success stories

We pride ourselves on our adaptability and commitment to excellence in every aspect of our service. Explore what our clients have to say about Aegis Financial Group Inc. and how we have contributed to their success.

"I can't say enough about the outstanding service I received from Aegis Financial Group Inc.. Their team went above and beyond to meet our needs and exceeded our expectations."

Benjamin Wood

“Aegis helped me take control of my company’s finances from day one. Their team set up my corporate accounting, handled my taxes flawlessly, and explained everything in plain English. It’s rare to find accountants who are this professional yet approachable.”

Daniel W., Small Business Owner

“I love that Aegis does more than just accounting. They helped me with insurance planning and even guided me through a property investment decision. Having all my financial needs managed under one shield gives me incredible peace of mind.”

Michael T., Investor & Professional

Contact us

Toronto Canada