Client Experience

At Sagard Wealth, we take the time to understand your family’s vision, crafting a personalized long-term plan that considers both your financial and personal goals, and ensuring seamless collaboration among experts to achieve your aspirations for generations to come.

We go beyond traditional financial advice, acting as a partner for each family member and as your dedicated coordinator to bring together the best in tax, estate planning, and other vital areas.

Meet Our Team

Granting Access to a Vibrant Ecosystem

Women’s Club

Sagard Wealth’s Women’s Club is a dynamic community that empowers women to thrive in their personal and professional lives by creating a friendly environment where we can discuss different topics related to wealth and family. Through curated events and networking opportunities, the club fosters collaboration, leadership, and personal growth. The Women’s Club is a supportive environment where members can connect, share experiences, and develop the skills to navigate wealth, leadership, and life transitions.

Next Gen Club

Sagard Wealth’s Next Gen Club is a community designed to empower the next generation of leaders, entrepreneurs, and wealth holders. It fosters personal growth, networking, and education through curated events and collaborative experiences. The club aims to equip members with the tools and insights needed to navigate complex wealth and family challenges, build meaningful connections, and positively impact their communities and industries.

GH Charitable Foundation

Through our Foundation, we support our clients in their philanthropic endeavours

Structuring charitable giving
Building a charitable strategy
Creating a donor-advised-fund
Managing donor-advised-fund assets

Coordination of Specialists

We go well beyond investments. We strongly believe in the importance of surrounding our clients with subject matter experts.

We act as a coordinator, centralizing the needs surrounding wealth on behalf of our clients.

Tax and estate planning
Accounting and book-keeping
Insurance
Family Governance
Education

Sagard Wealth Events

Sagard Wealth hosts engaging events that foster meaningful connections and provide valuable insights for its clients. These gatherings offer unique opportunities for clients to connect, learn, and engage in a vibrant community setting.

Investment Outlook Breakfast

Kick off the year with our Investment Outlook breakfast! This is a unique opportunity for our clients and investment community to gain insights directly from our Chief Investment Officer, Stephen Harvey, on the economic trends and market strategies we anticipate for the coming year.

Women’s Club Luncheons

Sagard Wealth’s Women’s Club is a dynamic and supportive community where members can connect, share experiences, and develop the skills to navigate wealth and family. Through curated events and networking opportunities, the club fosters collaboration, leadership, and personal growth.

Wine & Wisdom Event

Join our clients and investment community for an unforgettable experience! Moderated by Stephen Harvey, our Chief Investment Officer, hear from expert investment managers and discuss investing and wealth management. This intellectual exchange is balanced with a curated wine and cheese pairing by a Master Sommelier and Cheese Monger.

Stampede Kick-Off Party in Calgary

Before the Calgary Stampede officially starts, come celebrate with us at our much-anticipated annual kick-off party! Saddle up with us and enjoy live tunes by The Memphis Group, a delicious spread, and lots of opportunities to cultivate meaningful connections.

Women’s Club Luncheons

Art Toronto Event

Sagard Wealth’s annual “Evening of Artistic Inspiration” in Toronto coincides with Art Toronto Canada’s Art Fair. It offers “Collectors First Look” tickets to the Show, followed by an evening that features live music, art, interactive culinary experiences, and the opportunity for connections with artists, collectors, and other guests. Join us for a curated art experience you won’t soon forget.