Client Experience

At Sagard Wealth, we take the time to understand your family’s vision, crafting a personalized long-term plan that considers both your financial and personal goals, and ensuring seamless collaboration among experts to achieve your aspirations for generations to come.

We go beyond traditional financial advice, acting as a partner for each family member and as your dedicated coordinator to bring together the best in tax, estate planning, and other vital areas.

Meet Our Team

Granting Access to a Vibrant Ecosystem

Women’s Club

Sagard Wealth’s Women’s Club is a dynamic community that empowers women to thrive in their personal and professional lives by creating a friendly environment where we can discuss different topics related to wealth and family. Through curated events and networking opportunities, the club fosters collaboration, leadership, and personal growth. The Women’s Club is a supportive environment where members can connect, share experiences, and develop the skills to navigate wealth, leadership, and life transitions.

Rising Gen Club

Sagard Wealth’s Rising Gen Club is a community designed to empower the next generation of leaders, entrepreneurs, and wealth holders. It fosters personal growth, networking, and education through curated events and collaborative experiences. The club aims to equip members with the tools and insights needed to navigate complex wealth and family challenges, build meaningful connections, and positively impact their communities and industries.

GH Charitable Foundation

Through our Foundation, we support our clients in their philanthropic endeavours

Structuring charitable giving
Building a charitable strategy
Creating a donor-advised-fund
Managing donor-advised-fund assets

Coordination of Specialists

We go well beyond investments. We strongly believe in the importance of surrounding our clients with subject matter experts.

We act as a coordinator, centralizing the needs surrounding wealth on behalf of our clients.

Tax and estate planning
Accounting and book-keeping
Insurance
Family Governance
Education

Events

Sagard Wealth hosts engaging events that foster meaningful connections and provide valuable insights for its clients. These gatherings offer unique opportunities for clients to connect, learn, and engage in a vibrant community setting.

Investment Outlook Breakfasts
Women’s Club Events
Calgary Stampede Kick-Off Party
Rising Gen Events and Connection Opportunities

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