# Florence Wealth Management Florence Wealth Management is a Bank / Wealth / Trust based in Toronto, Canada. ## Overview - **Organization type:** Bank / Wealth / Trust - **Headquarters:** Toronto, Canada - **Region:** North America - **Address:** Toronto, ON, Canada - **Founded:** 2019 - **Assets under management:** Undisclosed - **Website:** florencewealth.ca ## Regulatory record - **Reports private funds:** No ## About Florence Wealth Management was established in 2019 by Anthony Florentino as a privately held wealth advisory and capital-placement firm based in Toronto. The firm emerged at a moment when Canadian high-net-worth families were increasingly seeking direct-alternative exposure outside traditional bank-controlled channels — a gap Florentino positioned the firm to fill. Rather than operating as a generalist financial planner, the firm functions as a strategic advisor on private-market allocations, with an emphasis on constructing bespoke portfolios that combine direct debt investments, real asset partnerships, and curated alternative-income vehicles. The firm deploys client capital primarily into private credit, structured real estate, and alternative fixed-income strategies — a mix that reflects the yield-seeking posture common among Canadian family offices over the past five years. Its approach is not fund-of-funds but rather a placement-and-advice model: Florence sources and structures direct participation in private-debt facilities, real estate limited partnerships, and select infrastructure income streams. Geographic coverage remains focused on Canadian markets, particularly Ontario and British Columbia real assets, though engagements occasionally extend to US middle-market credit opportunities. The firm does not publicly disclose individual deal names or portfolio holdings, consistent with its private-client orientation. Florence operates with a compact team structure, though exact headcount figures are not publicly reported. The firm maintains its sole office in Toronto and has not launched adjacent vehicles such as philanthropic foundations or sector-specific funds. As of mid-2026, the firm has not publicized major personnel additions, strategic acquisitions, or new office openings. Its growth trajectory appears tied to deepening existing family relationships rather than pursuing mass-affluent scale, a posture common among single-city independent wealth managers in Canada's $2.1 trillion private-wealth market (per Investor Economics, 2025). The firm's architecture is structurally unusual for the Canadian market: it does not hold a bank charter or operate as a registered portfolio manager for public securities, but instead functions as an exempt-market dealer and consulting practice. This regulatory posture allows it to place capital into private offerings — a lane more commonly occupied by boutique investment banks — while maintaining the relationship structure of a multi-family office. That hybrid shape determines everything from fee economics to sourcing: Florence is compensated through placement fees and retainer arrangements rather than asset-based fees alone, meaning its incentives sit closer to those of an investment banker than a traditional wealth manager. ## Sectors - Financial Services - Real Estate - Private Credit ## People - Anthony Florentino — Founder & CEO ## Questions ### What investment stages or asset classes does Florence typically target? The firm concentrates on private credit, structured real estate, and alternative income strategies with a Canadian geographic bias — Ontario and British Columbia real assets feature prominently. It does not pursue venture capital, public equities, or early-stage technology investments. The emphasis is on yield-generating private debt facilities and real asset partnerships structured for income rather than capital appreciation alone. ### Does Florence Wealth Management disclose its assets under management or client count? No. The firm has not published AUM or client-count figures in any public filing, regulatory disclosure, or its own communications to date. This is characteristic of exempt-market dealers at Florence's scale, which face lighter continuous-disclosure obligations than registered portfolio managers in Canada. Without a regulated-fund structure, there is no statutory requirement to report AUM publicly. ## Related profiles - [Fledge Capital](https://altss.com/profile/fledge-capital) - [Florida Family](https://altss.com/profile/florida-family) --- Last updated: 2026-06-03T20:00:00.000Z Canonical page: https://altss.com/profile/florence-wealth-management Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology