SG Wealth Management
Company

SG Wealth Management

Financial Services Ca 5 employees
Employees
5

SG Wealth Management Overview

Headquarters
Ca
Website
www.sgwealth.ca
Industry
Financial Services
Employees
5
Founded
2011
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords

About SG Wealth Management

SG Wealth Management offers comprehensive financial planning, wealth management and investment advisory services to over 4000 clients across Canada. With a focus on expertise in mutual & segregated funds, life insurance, health insurance, estate planning, and tax-minimization, we help our clients retain & pass on maximum wealth to their future generations. Our team of experienced professionals specializes in goal-based financial planning, tax planning, wealth preservation, and real estate planning. We prioritize our clients' financial well-being & strive to provide personalized solutions that align with their unique goals and aspirations. Join our satisfied clientele & experience the peace of mind that comes with expert financial guidance.

SG Wealth Management Contact Details

People in AeroLeads
4

SG Wealth Management Org Chart

Sample employees and titles
Name Title Contact
Sim Gakhar Founder & CEO, Sg Wealth Management
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Disha Dalwadi Administrative Support - Financial
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Nikhil Patil Wealth Advisor with Sg Wealth
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Pranav Gakhar Managing Partner at Sg Wealth Management
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Employees by Management Level

Individual contributor 3 profiles
Executive 1 profile

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