About Sagard Wealth
About Sagard Wealth
Sagard Wealth partners with Canada’s most successful entrepreneurs, families, and institutions to achieve their long-term financial goals.
As a dedicated Chief Investment Office, we build meaningful relationships and provide independent advice, institutional-caliber capabilities, and exclusive access to a dynamic ecosystem of investment opportunities, including alternative assets and international managers.
The Sagard Wealth Difference
What successful families and foundations need is a trusted partner, that will help protect and grow their wealth, and that will help nurture harmony and purpose across generations. That is who we are and that is what we do.
Contact UsYour Sagard Wealth Team
Brett Birkeland
Managing Director, Acquisitions, Sagard Real Estate
Justin Clark
Director, Asset Management, Sagard Real Estate
Rene Luckey
Director, Property Management, Sagard Real Estate
Jen Peters
Director, Property Management, Sagard Real Estate
Stephanie Choo
Partner, Portage Ventures
Paul Desmarais III
Co-Founder, Chairman & CEO
Adam Felesky
Managing Partner & CEO, Portage
Michaël Hassan
Managing Director, General Counsel & Secretary
Leslie Hill
Partner & COO of Global Capital Formation
Stephan Klee
Partner & CFO
François Lafortune
Managing Partner & CEO, Diagram
Jocelyn Lefebvre
Founding Partner, Sagard MidCap & NewGen
David MacNaughtan
Partner and Head, Sagard Healthcare Partners
Annie Martineau
Vice-President, People & Culture
Marie-Claude Ally
Executive Assistant Canada
Elisabeth Almeida
Director, Comp & HRIS
Delphine Athéa
Head of Accounting
Magalie Aza
Executive Assistant, Legal
Milan Bastrios
Legal Analyst
Cristina Battaglini
Executive Assistant Canada
Joanie Bérard
Assistant Vice-President Finance, Business Integration and Strategic Initiatives
Mari Brossard
Principal, ESG
Séverine Bruneau
Executive Assistant
Nicolas Chaplais
Head of Accounting
Our Offices Across Canada
Sagard Wealth | Calgary
326 – 11th Avenue SW
Suite 801
Calgary, Alberta
T2R 0C5
Sagard Wealth | Toronto
161 Bay Street
Suite 4110
Toronto, Ontario
M5J 2S1
Sagard Wealth | Montreal
2200 Stanley Street
Berkeley Building, 8th Floor
Montreal, Quebec
H3A 1R6
Documentation
Relationship Disclosure Information
Connect to your client portal
Client PortalContact Us
Contact Us