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Robert Sager

Investment AdvisorVice President

  • CFP®
  • CIM®
  • FMA

Committed to understanding your needs and helping you achieve your vision of success

Robert Sager has been in the wealth management business for nearly two decades. He has an Honours Degree in Economics from Wilfrid Laurier University and is a Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®).

Born and raised in Kitchener-Waterloo, Rob’s conservative approach to capital preservation took root early in his career, as the tech bubble burst and he experienced first-hand how economic and market uncertainty impacts investors.

Rob works closely with Blair Fingland, leading the team and building prudent, tax-efficient portfolios for high-net-worth families and individuals. His analytical and technical skills resonate well with business owners, professionals and complex, intergenerational families. Rob also works with Heidi Yandt on broad-based wealth planning strategies to help clients achieve their estate-planning goals and minimize their tax liabilities.

Prior to joining TD in 2004, Rob held roles with Mutual Life, Merrill Lynch Canada, CIBC Wood Gundy and CT Financial Assurance.

Rob lives in the KW area with his wife Erika and their three young sons. As a family, they love to travel and enjoy an active lifestyle in the community.

ADDITIONAL CONTACT

Branch Office: (519) 725-1214
Branch Fax: (519) 725-5806

We're redefining private wealth management.

At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you.  You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers.  It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.

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Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

Will 5G spark a new “super cycle” in the smartphone industry?

As countries roll out their 5G networks, smartphone makers are betting the latest 5G-enabled phones can spark an upswing in sales that generates billions of dollars for the industry. Anthony Okolie speaks with Vitali Mossounov, Global Technology Analyst, TD Asset Management on his industry outlook.

Your finances in the New Normal

It seems our pandemic lifestyle will be here for longer than we originally thought and we better get used to it. Here's how a well-rounded financial plan can alleviate at least some of the stresses we may face.

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives | What Now?

What ever happened to certainty? Since February when COVID-19 became a global concern, we’ve experienced unimagined extremes many of which are beyond the confines of this monthly financial market update.

The Soul of the Fed

What’s that sound? That would be the collective sigh of relief emanating from C-suites across the U.S. and around the world yesterday, as executives (and their employees) register the good news that the Fed has delivered.

MoneyTalk - Questions investors are asking amid the COVID-19 pandemic

Anthony Okolie recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation between Kim Parlee and Brad Simpson, Chief Wealth Strategist, TD Wealth, about the recession, recovery, and finding a bottom for the market.  

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