Robert Sager, Investment Advisor,Waterloo, ON | TD Wealth

Skip to main content

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 holds the Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®) designations.

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. He believes that 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.

Sager Fingland Wealth Management is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of the Toronto-Dominion Bank.

Part of Sager Fingland Wealth Management

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.

Meet The Team

Michael Shoniker

Associate Investment Advisor

Client Service Associate

Client Service Associate

Administrative Associate

Wealth Considerations

Investment Strategies

Banking and Credit Management

Retirement Planning

Protecting Your Assets

Tax Management

Passing on Your Wealth

Education Funding

Business Succession Planning

Planning for Major Purchases

Charitable Giving

Investment Strategies

An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.

Covered Call Options and their Tax Treatment

Return of Capital

REQUEST AN APPOINTMENT

You have questions, I have answers. Let's have a quick chat.

Request appointment

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.

Money Talk

Cut out the noise.
Hear what matters.
Watch our top story now

U.S. economy: Signs of resilience help to ease recession worries

While markets brace for a possible U.S. recession, there are signs of optimism. Thomas Feltmate, Senior Economist at TD, tells Greg Bonnell that resilience in both employment and consumer spending may be indication of a less gloomy outlook than previously expected.

Money Talk Life

Life: your family, money, job, home -- we help you connect the dots.

Planning a winning RRIF strategy

If you're gearing up to retire in the next few years, you might start thinking about your various income sources. Converting your Registered Retirement Savings Plan (RRSP) to a Registered Retirement Income Fund (RRIF) is just one part of the retirement planning puzzle. Georgia Swan, Tax and Estate Planner with TD Wealth, speaks with Greg Bonnell about what to consider when drawing down your RRIF.

TD Economics

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

Monthly Perspectives: Institution Evolution

If you’re looking for proof of resilience and adaptability in the face of historic change, look no further than the TD Wealth Annual Investment Strategy Conference.