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Sagard Wealth

About Sagard Wealth

Sagard Wealth partners with Canada’s most successful entrepreneurs, families, institutions and foundations to achieve their long-term financial goals.

As a dedicated Chief Investment Office, we build meaningful relationships and provide independent investment advice, often in partnership with family offices and as a complement to existing solutions providers.

We bring institutional-caliber capabilities, and exclusive access to global investment opportunities, from traditional to alternative strategies.

The Sagard Wealth Difference

Successful families and foundations need a trusted partner that will help protect and grow their wealth, and nurture harmony and purpose across generations.

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Your Sagard Wealth Team

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

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