Sagard Wealth is a wealth management firm that provides comprehensive wealth management services to ultra-high-net-worth individuals, families and foundations. We are committed to providing clients with personalized service and customized solutions that help them achieve their financial goals. Sagard Wealth is a part of Sagard, a global alternative asset management firm.
Company Details
- Employees
- 10
- Founded
- 2014
- Address
- 350 7 Ave Sw, Suite 1900,canada
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Keywords
- to ultra-high-net-worth individuals.
- HQ
- Calgary, Alberta
Sagard Wealth Questions
Sagard Wealth's website is https://www.sagard.com/sagard-wealth/
Sagard Wealth's LinkedIn profile is https://ca.linkedin.com/company/sagard-wealth
Sagard Wealth has
10 employees.
View email and phone details for 10
employees at Sagard Wealth.
Sagard Wealth's industry is
Investment Management
Sagard Wealth's top competitors are
Nicola Wealth,
Empower,
Diagram,
Power Corporation Of Canada,
Edgepoint Wealth Management,
Wealthsimple,
Sagard,
Portage,
Brk Capital,
Cohere.
Sagard Wealth's categories are Investment Management
Sagard Wealth's founding year is 2014
