Skip to main content

Sage Wealth Management

Working together to help you achieve what truly matters to you

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
EDG Q1 20 Photo.jpg 


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

Helping you achieve your vision of success

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:
short term focus_v2.JPGsensitivity to noise_v2.JPGoverconfidence_2.JPG

Meet The Team

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.

Rate shock rocks stocks: Why markets fear rising rates

Yields on U.S. Treasuries have been rising recently, triggering a sharp selloff in equity markets. Anthony Okolie speaks with Scott Colbourne, Managing Director, TD Asset Management, about what the latest volatility means for your investment portfolio.

Ask MoneyTalk: What happens if I make an early withdrawal from my RRSP?

Making regular contributions to a Registered Retirement Savings Plan can be a great way to build your net worth. But what if you're facing a cash shortfall: Is a withdrawal a viable option? Kim Parlee walks us through some of the hidden costs of early RRSP withdrawals.

TD Economics

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

Monthly Perspectives | 2020, We Hardly Knew Ye

Investors, eager for the spell of 2020 to be lifted, are now turning to a collection of annual outlooks to get a sense of when that's going to happen. Meanwhile, in our little corner of the world, we do our best here to discourage overreliance on such forecasts and instead focus on what we know for sure: how to make decisions when uncertain things occur.

Choose to challenge how financial institutions relate to women

Studies say that women will soon hold the bulk of personal wealth in Canada, but also that they are dissatisfied with how the financial services industry treats them. Kim Parlee talks with Ingrid Macintosh, Executive Sponsor, TD Women and Wealth, about what needs to be done and how TD Bank is meeting the challenge.

The 2021 Money Makeover

Many of us will look back on 2020 as a year of great hardship and we may all be eager to turn the calendar and hope for brighter news for the world in 2021. If your finances took a hit or you want a new start for your money, here are 10 things to consider.

Do you know someone who would benefit from our services?