Sagard Wealth
About Sagard Wealth
Sagard Wealth partners with Canada’s most successful entrepreneurs, families, institutions and foundations to achieve their long-term financial goals.
As a dedicated Chief Investment Office, we build meaningful relationships and provide independent investment advice, often in partnership with family offices and as a complement to existing solutions providers.
We bring institutional-caliber capabilities, and exclusive access to global investment opportunities, from traditional to alternative strategies.
The Sagard Wealth Difference
Successful families and foundations need a trusted partner that will help protect and grow their wealth, and nurture harmony and purpose across generations.
Contact UsYour Sagard Wealth Team

David Beddis
Head of Western Canada and Senior Relationship Manager, Sagard Wealth

Dennis Bobyk
Senior Director, Investments, Sagard Wealth

Stephen Harvey
CIO, Sagard Wealth

Kyle Hunter
Head of Ontario and Senior Relationship Manager, Sagard Wealth

Aurelie Jaclot
CEO and Head of Quebec, Sagard Wealth

Jeff McCaig
Chairman, Trimac Transportation Group

Adam Vigna
Co-Founder and CIO, Sagard

Brian Walsh
Principal and Chief Strategist, Titan Advisors

Kelly Francis
Chief of Staff & Regional Coordinator for Ontario, Sagard Wealth

Stephen Harvey
CIO, Sagard Wealth

Kyle Hunter
Head of Ontario and Senior Relationship Manager, Sagard Wealth

Philip Mariani
Associate Relationship Manager, Sagard Wealth

Jordan Mullin
Associate Relationship Manager, Sagard Wealth

Aurélien Waguela
Senior Associate, Client Service, Sagard Wealth

Dennis Bobyk
Senior Director, Investments, Sagard Wealth

Karina Carvajal-Hebert
Regional Coordinator for Quebec, Sagard Wealth

Aurelie Jaclot
CEO and Head of Quebec, Sagard Wealth

Philip Mariani
Associate Relationship Manager, Sagard Wealth

Aurélien Waguela
Senior Associate, Client Service, Sagard Wealth

David Beddis
Head of Western Canada and Senior Relationship Manager, Sagard Wealth

Jordan Mullin
Associate Relationship Manager, Sagard Wealth

Alina Virani
Regional Coordinator for Western Canada, Sagard Wealth

Aurélien Waguela
Senior Associate, Client Service, Sagard Wealth

Paul Desmarais III
Co-Founder, Chairman and CEO, Sagard

Adam Felesky
Managing Partner and CEO, Portage

Michaël Hassan
Managing Director, General Counsel and Secretary, Sagard

Aurelie Jaclot
CEO and Head of Quebec, Sagard Wealth

Chris Johnson
President, Cranebridge Investment Partners

Jeff McCaig
Chairman, Trimac Transportation Group

Samuel Robinson
Co-Founder and Vice Chairman, Sagard
Our Offices Across Canada
Sagard Wealth | Calgary
326 – 11th Avenue SW
Suite 801
Calgary, Alberta
T2R 0C5
Sagard Wealth | Toronto
161 Bay Street
Suite 4110
Toronto, Ontario
M5J 2S1
Sagard Wealth | Montreal
2200 Stanley Street
Berkeley Building, 8th Floor
Montreal, Quebec
H3A 1R6