As Sagium's Chief Operating Officer, Chief People Officer, and Compliance Officer my passion is to ensure our clients gain clarity around their wealth legacy and ensure their thoughts, ideas, and plans for their wealth are fulfilled through proper planning. Helping our clients with advice as an executor is just another part of how we can assist.
I am a partner at a financial planning firm called Sagium
We have appox 40 people and i have my CFP and CLU and would like to expand my knowledge to Executor services
We work with serious
investors focused on achieving consistently better performance. Each portfolio
is custom built to meet their specific needs. Our clients benefit from complete
transparency, direct ownership (not units), less risk, lower fees and tax
efficiency leaving them with predictable and sustainable results.
Our focus is on investors typically 50 plus looking for a conservative approach to investing and a need for planning (retirement, estate, etc.).
As an example planning for retirement can be an exciting
and overwhelming process. Despite years of careful planning and allocation of
finances, one of the biggest concerns that current or soon-to-be retirees have
is that their money will somehow run out.
Let us put your mind at ease. We have the solutions to meet your unique needs.
Working with KPMG LLP as an Accountant with more than 8 years of academic background in Accounting and having experience in Industry and Public Practice where I performed finalization of accounts, research, tax return preparation (personal, corporate, trusts, partnership) and also worked in audit engagements for various clients.
*Views expressed are my own.
Max believes that his friends, clients and customers deserve the very best that life has to offer.
He also believes that if you are going to achieve successes for everyone involved then you had better start with the right tools, knowledge and resources.
“Everything I’ve worked hard to achieve for my clients and for myself has led me to this day”.
I want to be the “trusted advisor and consultant and not the Real Estate agent for the masses”.
“I want the very best for the people who put their trust in me”
Max has worked in Real Estate and fine home building for 36 years and has lived in Collingwood as long. He has accomplished a consistently high record of achievement on the Southern Georgian Bay Real Estate Board. Max is a member of Southern Georgian Bay, Muskoka and Toronto Real Estate boards.
Max’s certifications and expertise include;
International Property Specialist
Resort and Second-Home Property Specialist
Seniors Real Estate Specialist
As a Senior Financial Planner with Wellington-Altus Private Wealth, I meet with clients on a regular basis across the country and assist them with retirement, insurance, tax and estate planning
I have over 20 years of experience in the financial services industry and have been helping individuals and families with their insurance, investment, retirement and estate planning needs.
Justin has been with
Financial Horizons Group since 2004 where he has held many different positions
ranging from building a successful advisor practice, investment administration,
and Director of national education. Most
recently Justin held the position of Director, National Sales for Continuum
Financial Centres, a firm designed to provide succession & business
continuation planning to advisors. This
included the recruitment, selection and develop of newer advisors to transition
the established advisors practices to. Justin current hold the role of Sales
Director for all of South Western Ontario concentrating on top producers and
helping them succeed.
Justin graduated from the University of
Western Ontario with a degree in Sociology.
Justin has a post-graduate certificate in Professional Financial
Services from Fanshawe College. Along with having his life insurance licence
and securities licence, Justin has earned his Certified Financial Planner
(CFP), Certified Health Insurance Specialist (CHS) and Elder Planning Counselor
Justin is an avid
sports fan who loves to attend, watch and play many different sports throughout
the year including hockey, skiing and golf to name a few. If you do not find
Justin in the gym by 7am he is more than likely at the family cottage on
Nadine is a graduate of the University of Waterloo with a B.Sc in Kinesiology. She joined the Woodstock branch of CIBC Wood Gundy in 2004 and has been involved in various positions over the years. She is currently a Financial Associate, working with the Branch Manager. Her knowledge and expertise provides clients with the reassurance that their needs will be handled in a prompt and efficient manner.
Anne is a financial
advisor with RGF Integrated Wealth Management, and has been with the firm since
1997. She specializes in wealth accumulation and retirement planning, with a
focus on generating – or preparing to generate – a comfortable level of income
in retirement by integrating the use of various pension entitlements and
Estate planning issues are an intrinsic part of wealth accumulation and
retirement planning, and can be addressed either as a matter of course or separately,
depending on the requirements for each individual client.