Our Services

We provide access to the following suite of holistic wealth management services that can help coordinate, consolidate and simplify your financial life:

 

Investment Management & Income Portfolio Strategies

We customize your portfolio and investment accounts to your unique needs, with a range of income, balanced, growth and retirement-focussed solutions. We also embed tax-efficiency within our portfolio construction process and can offer guidance on ways to efficiently structure your wealth. We would be pleased to advise you on your cash and income-producing vehicles, and distributions from a trust or retirement account.

Comprehensive Financial Planning

We conduct a complete assessment of your financial objectives and life goals prior to developing a comprehensive plan. We adapt and reshape this plan depending on your life changes, to offer a holistic view and informed, intelligent advice tailored to your circumstances.

Retirement Planning

"Retirement" can mean something entirely different from one person to the next. We work with you to develop a goals-based strategy, so you can manage competing priorities and anticipate and avoid obstacles that may arise along the way.

Wealth & Estate Planning

At Sager Financial Group, we understand the importance of considering not just your current and future needs, but also the needs of those you love. All of our clients gain access to Canaccord Genuity's team of Wealth & Estate Planning Specialists and their complimentary services. We would be happy to guide you through a collaborative process that includes financial planning and charitable giving strategies, to ensure you make the most of your investments.

Insurance Solutions

In partnership with our Wealth & Estate Planning Specialists, we can help you choose from an array of solutions including disability, critical illness, term, whole or universal life insurance, segregated funds and more.

Philanthropic Solutions

The act of charitable gifting can allow you to help the organizations you hold dear, and generate personal tax benefits to advance your wealth management plan. Our team is familiar with strategies that include private family foundations, charitable trusts, charitable gift annuities and donor-advised funds.

Access the Value of a Second Opinion

Schedule a complimentary financial consultation with our team.