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Working together to help you achieve what truly matters to you
700 West Georgia Street Suite 2000 Vancouver, BC V7Y 1A2Map
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.
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 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:
Toll Free: (888) 668-9966
Branch Office: (604) 482-8400
Branch Fax: (604) 482-8427
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:
Retirement Planning
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.
You have questions, we have answers. Let's have a quick chat.
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