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.