Sager Fingland Wealth Management, Investment Advisor, Waterloo, ON

(519) 725-1473Telephone number
412 Albert Street Waterloo, ON N2L 3V3Map

Updated Team Pic 2019.png

At Sager Fingland, we know that your wealth management needs are unique and sophisticated. As your trusted advisors, we take the time to fully understand your circumstances before crafting a comprehensive wealth strategy to help you achieve the financial future you envision.

Most importantly, we work hard to establish and maintain trust, knowing that a strong, long-term relationship is the key to helping you achieve your goals.

Our team-based investment process is built on experience, knowledge and transparency. We offer best-in-class investment solutions tailored to your unique goals.

Your best interests guide every decision, from finding tax advantages to implementing income strategies to ensuring your estate planning needs are taken care of. We approach every relationship with the utmost care and discretion – knowing that we are helping you build and protect your wealth for generations to come.

*Most of these services are provided in collaboration with TD Specialists.

As one of the largest teams in Southwestern Ontario, we manage almost three quarters of a billion dollars in client assets. Our team-based approach emphasizes honesty and experience. You and your family can expect long-term service continuity for generations to come.

Our relationships are built on trust, transparency and candid communication. A deep discovery process tells us what is important to you and what keeps you up at night. We believe that wealth management is more than managing money and we’re here to help you with all your financial planning needs – big or small.

We want our clients to enjoy life, knowing that their assets – and their financial future – are in good hands.

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

ADDITIONAL CONTACT

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

Going beyond the financial picture

Getting to know what truly matters to you is our top priority. Applying principles of behavioural finance allows me to dig deeper and understand your personality, your goals, your family, and your motivations.

Meet The Team

D. Blair Fingland

Investment Advisor
Vice President

Robert Sager

Investment Advisor
Vice President

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.