SG Wealth Management Overview
- Headquarters
- Ca
- Website
- www.sgwealth.ca
- Industry
- Financial Services
- Employees
- 5
- Founded
- 2011
- NAICS
-
Finance and InsuranceMonetary 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 | Location | Contact |
|---|---|---|---|
| Sim Gakhar | Founder & CEO, Sg Wealth Management |
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|
|
| Disha Dalwadi | Administrative Support - Financial | Scarborough, Ontario, Canada |
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| Nikhil Patil | Wealth Advisor with Sg Wealth | Hamilton, Ontario, Canada |
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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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