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Fylagios
Support Line +1 (613) 438-0843
Certified Programs
Family-First Approach
Multi-Generation Focus
[email protected] Quispamsis, NB

Building Wealth Through Generations

We started Fylagios because families needed more than investment advice — they needed a partner who understood legacy.

Since 2019, we've worked with Canadian families who want to create financial stability that lasts beyond their own lifetimes.

Where We Began

Back in 2018, our founder Linnea Torvik was sitting with her own family around a kitchen table in New Brunswick. The conversation turned to money — not just earning it, but what happens to it after you're gone. Everyone had questions. Nobody had clear answers.

That's when she realized something. Most financial services talk about retirement planning or wealth management. But very few focus on what families actually worry about: how do we pass down not just money, but financial knowledge?

So we built something different. Not flashy. Not complicated. Just practical guidance for families who want their kids and grandkids to understand money the way they do.

Family financial planning discussion

What Guides Our Work

Honest Conversations

We don't sugarcoat things. If a strategy won't work for your family, we'll tell you upfront. Financial planning should never feel like guesswork.

Long-Term Thinking

Quick wins don't build generational wealth. We focus on strategies that compound over decades, not months. That means patience and sometimes saying no to trends.

Education First

Every decision we recommend comes with an explanation. You should understand why you're investing, not just where. Knowledge transfers better than money ever will.

The People Behind Fylagios

Linnea Torvik, Founder

Linnea Torvik

Founder & Financial Educator

Linnea spent 12 years in traditional wealth management before starting Fylagios. She got tired of seeing families struggle with transitions because nobody taught their kids about investing. Now she focuses on multi-generational education and building financial literacy that sticks.

Oskar Lundqvist, Investment Strategist

Oskar Lundqvist

Investment Strategist

Oskar joined us in 2021 after working with pension funds and endowments. He brings that long-term institutional mindset to family portfolios. His specialty is tax-efficient investing for families planning estate transfers across borders.

Financial education workshop
Family wealth planning session
Investment portfolio review

How We Work With Families

  • We start with a family meeting — not just the primary account holder, but whoever will eventually be involved. Getting everyone on the same page early saves confusion later.
  • Every quarter, we review your portfolio together and explain what changed and why. No jargon dumps. Just clear updates you can understand and share with your family.
  • We offer educational sessions for younger family members. Think of it as financial literacy that actually sticks because it's tied to real money they'll inherit someday.
  • Our planning includes estate considerations from day one. We work with your lawyer and accountant to make sure your investment strategy aligns with your estate documents.
  • You get direct access to us — not a call center, not a junior associate. We keep our client list intentionally small so we can actually know your family.

Let's Talk About Your Family's Future

If you're thinking about how to set up your family for financial success beyond your own years, we should talk. We're taking on new families starting September 2025.

Get In Touch