Advisory X

Advisory X

Business Consulting and Services

Personal Wealth Management, Insurance, Mortgages, Pensions. Business: Executive Search, Lending & Group Benefits.

About us

At Advisory X, we are more than just a full-service advisory firm—we're your partners in navigating the complexities of individual and business solutions. Our mission resonates deeply: to empower both individuals and enterprises, providing precisely tailored services that not only drive success but also secure futures. Our journey is defined by the union of two formidable entities—a Wealth Management firm and a corporate talent and consulting firm. This amalgamation has birthed a unique vantage point from which we deliver what we call "white glove" services.

Website
www.advisoryx.ca
Industry
Business Consulting and Services
Company size
11-50 employees
Type
Privately Held
Founded
2023
Specialties
Investment management, Life Insurance, Mortgage Lending, Commercial Lending, Executive Search, Group Pensions, Group Benefits, and Talent Acquisition

Employees at Advisory X

Updates

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    👇

    View profile for Logan McLellan, graphic

    Leading Finance & Business Advisory @Advisory X 🎯Headhunting 🎯 Wealth, Banking, Energy & Legal

    🚀 #Hiring: Senior Wealth Advisors🚀 Are you an experienced US Wealth Advisor with $20M+ AUM? We're offering an exciting opportunity with a hyper-growth WealthTech: ✅ $100,000 USD base salary ✅ Top industry splits on AUM ✅ Leading technology and tools ✅ Branding & Lead Support ✅ Compliance Support Email: logan@advisoryx.ca WhatsApp: 1-902-888-5742 #WealthManagement #FinanceJobs #HiringNow #CareerOpportunity #Finance

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    Reach out today!

    View profile for Logan McLellan, graphic

    Leading Finance & Business Advisory @Advisory X 🎯Headhunting 🎯 Wealth, Banking, Energy & Legal

    I’m #hiring Wealth Advisors across the US in major city centres. NYC, LA, Austin, Miami, Atlanta. If you’re a seasoned Investment Advisor with $20M+ of AUM let’s connect. ✅ Industry Leading AUM Splits ✅ 100k USD base salary ✅ Leading Tech Stack ✅ Health Benefits

  • View organization page for Advisory X, graphic

    728 followers

    Reach out today!

    View profile for Logan McLellan, graphic

    Leading Finance & Business Advisory @Advisory X 🎯Headhunting 🎯 Wealth, Banking, Energy & Legal

    Hey LinkedIn Network, Excited to represent a top-tier CEO/CFO candidate Advisory X! This seasoned professional comes with a wealth of manufacturing experience across North America. Currently leading a 100 million+ manufacturing organization as CEO, they bring a track record of success, strategic vision, and operational excellence. Based in the Cambridge Ontario region, this candidate is also open to exploring remote opportunities. Their extensive background in executive-level finance roles before stepping into the CEO position underscores their strong financial acumen and leadership capabilities. If you know of anyone #hiringexecs or see an opportunity please reach out to myself or Tyler McLellan #CEO #CFO #ManufacturingExpert #LeadershipExcellence #ExecutiveSearch

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    New Year, New Opportunity! We're #hiring a Director of HR on behalf of a well-established Atlantic Canadian organization, with the role based in Charlottetown, PE. If you're an experienced HR professional looking for a new challenge, we want to hear from you. Join us in shaping the future of our client's organization and making a positive impact on their team. Contact us for more details. #HRDirector #JobOpportunity #executivesearch #advisoryx

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    At Advisory X, we offer a complete range of advisory services for both individuals and businesses. Individual Services: - Wealth Management - Mortgages - Life Insurance - Pension Management Business Services: - Executive Search - Talent Acquisition - Group Benefits - Corporate Life Insurance - Commercial Lending www.advisoryx.ca Contact us to learn more about our full suite of services! 💼🔍🌐 #AdvisoryX #advisoryservices

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    🌍 Exciting news! Advisory X has merged with Toronto-based Southwest Talent, expanding our Executive Search services to Canada, the US, and Europe. With combined expertise and networks, we’re ready to deliver top-tier talent solutions globally. We’re currently #hiring a Director Of HR for a client in Charlottetown to manage over 300 employees. This is an excellent leadership opportunity! Stay tuned for more updates! Reach out to explore how our enhanced Executive Search services can benefit your organization. #AdvisoryX #ExecutiveSearch #GlobalExpansion #TalentSolutions

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    Harnessing over 15 years of prolific experience in steering high-functioning sales and finance teams across diverse lines of business, Tyler McLellan serves as a cornerstone as a Partner, Lending & Corporate Advisory at Advisory X. Tyler’s professional trajectory is characterized by an unwavering commitment to excellence and an innate drive to guide clients toward success. Beyond his professional achievements, Tyler is an avid athlete whose competitive spirit seamlessly integrates into his professional endeavors, propelling him to tirelessly pursue his clients’ achievements. His steadfast dedication to client success is complemented by an innate analytical mindset, enabling him to navigate the lending landscape with precision. Tyler’s approach is anchored in his dedication to delivering optimal outcomes for clients in the lending space. Leveraging a broad network encompassing over 70 Residential and Commercial lenders at Advisory X, Tyler ensures that client objectives remain paramount, offering bespoke solutions aligned with their unique financial goals. At Advisory X, Tyler McLellan’s leadership epitomizes a fusion of expertise, analytical acumen, and an unwavering commitment to placing clients at the forefront of every strategic decision.

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    As a Co-founder and President of Wealth & Corporate Advisory at Advisory X, Logan McLellan brings over a decade of invaluable experience in Financial & Business Services. His journey in the financial realm is deeply rooted in the foundation of Advisory X, shaped by a vision to redefine advisory services for individuals and corporations alike. Logan’s expertise stems not only from his extensive experience but also from his engagement in Federal Government Policy and public office, an integral part of his multifaceted background. This unique blend equips him with a distinct perspective, enabling him to navigate the intricate landscapes of individual, business, and economic spheres. His forte lies in crafting strategies that transcend immediate financial gains, aligning them with broader economic outcomes for sustained growth and resilience. Logan’s profound understanding of policy intricacies empowers clients to make informed decisions that drive success and secure futures. Recognized on national and international platforms, Logan’s insights have been featured in renowned media outlets such as Globe & Mail, ABC News, and Good Morning America, where he shares perspectives on matters impacting individuals and businesses. As a co-founder and the President of Wealth & Corporate Advisory at Advisory X, Logan McLellan remains committed to excellence, personalized service, and a holistic approach to financial success, driving the firm’s mission since its inception.

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