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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.
Your success can’t be understood with just a set of numbers. That's why our discovery process harnesses the cutting-edge field of behavioural finance, which we use to understand your Wealth Personality and what influences your decisions – including your financial blind spots. Even the savviest of investors can benefit from knowing their financial blind spots and how they may affect their wealth decisions. Common financial blind spots include:
Doug focuses on a "Listen First" approach. Developing portfolios and wealth plans that are ideal for each client is a result of his process of listening and understanding his clients as well as the current financial environment.
"I want all of my clients to not only profit from our relationship, but enjoy and feel more confident after every conversation."
Doug holds the Certified Financial Planner and Chartered Investment Manager designations and is a Portfolio Manager. Coordinating his 21 years of experience, knowledge and the deep resources of TD Wealth ensures that his clients can trust the advice he and his team provide. Having been a TD Canada Trust Branch Manager, Doug knows the importance of pleasant and professional service making this a priority in all interactions.
In his free time Doug enjoys all sorts of activities; including tennis, squash, fly fishing, mountain biking and gardening. Doug and his wife reside in North Vancouver and have two daughters one in university and one starting her career in the resource sector.
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.
Kiel is a Portfolio Manager located in Vancouver, British Columbia who provides a comprehensive suite of wealth management services to his clients, including investment, wealth and tax planning strategies. Kiel’s dedication to exceptional client experiences and innovative financial strategies are the foundations of his business. His clients include high net worth families, business owners, professionals and foundations which require a high level of detailed attention.
In leveraging the skills and expertise of TD Specialists, Kiel is able to design, implement and monitor our clients’ wealth management needs on an ongoing basis.
Kiel holds both the Chartered Investment Manager (CIM®) and Certified Financial Planner (CFP®) designations.
Away from the office, Kiel is very active in his community. In addition to participating in the annual 250 KM Ride to Conquer Cancer, Kiel enjoys running the Vancouver Seawall, spending time with family, and travelling to new destinations with his wife Justine.
Retirement planning is an ongoing process that helps you prepare for the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
Charitable Giving
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
Investment Strategies
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
The Tax and Estate Planner of the Wealth Advisory Services team applies expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner..
John Nicolls
Business Succession Advisor
Your experienced Business Succession Advisor of the Wealth Advisory Services team will work with you and your team of external advisors, including lawyers, accountants and business brokers, to help you maximize your business' value, and create and implement a plan for the smooth transfer of your business down the road.
Ross Hagen
Estate Planning Advisor
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
Dugan Batten
High Net Worth Planner
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.
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.
advisors.td.com/sagewealthmanagement
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.
New real estate changes for 2023: what they might mean for you
If you're buying, selling or renovating a home this year, there are two real estate tax changes you should know about: a new anti-flipping tax and the multigenerational home renovation tax credit. Julie Seberras, Senior Manager of Wealth Planning Support with TD Wealth, joins Kim Parlee to dig into the details and why they may matter to you.
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.
Bank of Canada hikes rates, signals more to come in fight against inflation
The Bank of Canada hikes interest rates to 0.50%, the first increase since 2018, as it warns about higher inflation and a “major new source of uncertainty” related to Russia’s invasion of Ukraine. Anthony Okolie speaks with James Orlando, Senior Economist, TD Bank, about the central bank’s efforts to tame rising prices.
The 2022 MoneyTalk tax checklist
While it may not be a cause for celebration, any signs of normalcy - even doing our taxes - could be welcome given the uncertainty we’ve experienced in recent months. Here’s a quick guide that we hope will help you as you prepare to file.
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