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Sage Wealth Management
"Working together to help you achieve what truly matters to you"
700 West Georgia Street Suite 1000 - 1101 Vancouver, BC V7Y 1A2Map
Who We Are
At Sage Wealth Management, we strive to make the complex simple for our clients. Our goal is to provide each client with a deep and personalized wealth experience that is customized to their distinct needs and objectives. We work with high-net-worth families, professionals, business owners and foundations throughout the Metro Vancouver region to help them achieve their visions of success. We want our clients to not only profit from our relationship but to enjoy it and feel confident after every interaction. We believe that with trust and understanding comes confidence and comfort.
What We Offer
When you work with us, you will be working with a team of wealth specialists who together will help to provide a comprehensive suite of wealth management services. From investment professionals with 27 years of combined industry experience, to a network of colleagues offering tax, estate, and high-net-worth planning strategies. By utilizing this collaborative approach we are able to provide our clients with a unique wealth strategy tailored to their own individual needs.
Our Investment Approach
Our approach always begins with listening to our clients and discovering their wants, needs, and views towards risk. Only then can we begin to design strategies to help our clients protect, grow, and simplify their investments and financial picture. We build and manage portfolios to meet a specific set of criteria:
- To help meet the personal goals and future needs of clients
- Effectively diversify across all asset classes
- Provide income without taking excess risk
- Earn tax efficient returns
- Invest only in companies we understand with fair valuations
- Reduce the impact of market volatility by better managing risk
- Offer new sources of return that are less reliant on the direction of equity markets
Sage 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.
ADDITIONAL CONTACT
Toll Free: (888) 668-9966
Branch Office: (604) 482-8400
Branch Fax: (604) 482-8427
Our Discovery Process
The distinct discovery process we use will take you through some behaviour questions and how you really make decisions. And when it's all done, a diagnostic using behavioural finance will take all that information, how we can work best with you and what the next steps are in creating your wealth strategy - prioritized by what matters to you. A wealth strategy which manages the important things like your retirement, your kid's education, your family cottage - not just your money.
Armed with a deep understanding of your priorities and values, we'll work with a core team of specialists to help you achieve your goals. And, as your needs evolve, your wealth strategy will evolve with you. We take our relationship with you seriously – that means we'll be in touch with you on an ongoing basis so we can provide you with the information you need for a successful financial future. And when you need advice, we'll be there with a breadth of knowledge and expertise, along with the personalized attention you deserve.
Meet The Team
Wealth Considerations
Investment Strategies
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
REQUEST AN APPOINTMENT
You have questions, we have answers. Let's have a quick chat.
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.
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