Sagard Wealth
Sagard Wealth
Sagard Wealth partners with Canada’s most successful entrepreneurs, families, institutions and foundations to achieve their long-term financial goals.
As a dedicated Chief Investment Office, we build meaningful relationships and provide independent investment advice, often in partnership with family offices and as a complement to existing solutions providers.
We bring institutional-caliber capabilities, and exclusive access to global investment opportunities, from traditional to alternative strategies.
The Sagard Wealth Difference
Successful families and foundations need a trusted partner that will help protect and grow their wealth, and nurture harmony and purpose across generations.
Contact UsYour Sagard Wealth Team
Aurélie Jaclot
CEO and Head of Quebec, Sagard Wealth
David Beddis
Head of Western Canada and Senior Relationship Manager, Sagard Wealth
Dennis Bobyk
Senior Director, Investments, Sagard Wealth
Stephen Harvey
CIO, Sagard Wealth
Kyle Hunter
Head of Ontario and Senior Relationship Manager, Sagard Wealth
Jeff McCaig
Chairman, Trimac Transportation Group
Adam Vigna
Co-Founder and CIO, Sagard
Brian Walsh
Principal and Chief Strategist, Titan Advisors
Kelly Francis
Chief of Staff & Regional Coordinator for Ontario, Sagard Wealth
Stephen Harvey
CIO, Sagard Wealth
Kyle Hunter
Head of Ontario and Senior Relationship Manager, Sagard Wealth
Philip Mariani
Associate Relationship Manager, Sagard Wealth
Jordan Mullin
Associate Relationship Manager, Sagard Wealth
Aurélien Waguela
Senior Associate, Client Service, Sagard Wealth
Aurélie Jaclot
CEO and Head of Quebec, Sagard Wealth
Dennis Bobyk
Senior Director, Investments, Sagard Wealth
Karina Carvajal-Hébert
Regional Coordinator for Quebec, Sagard Wealth
Philip Mariani
Associate Relationship Manager, Sagard Wealth
Aurélien Waguela
Senior Associate, Client Service, Sagard Wealth
David Beddis
Head of Western Canada and Senior Relationship Manager, Sagard Wealth
Doug Laird
Senior Relationship Manager, Sagard Wealth
Jordan Mullin
Associate Relationship Manager, Sagard Wealth
Alina Virani
Regional Coordinator for Western Canada, Sagard Wealth
Aurélien Waguela
Senior Associate, Client Service, Sagard Wealth
Paul Desmarais III
Co-Founder, Chairman and CEO
Adam Felesky
Managing Partner and CEO, Portage
Michaël Hassan
Partner, Managing Director, General Counsel and Secretary
Aurélie Jaclot
CEO and Head of Quebec, Sagard Wealth
Chris Johnson
President, Cranebridge Investment Partners
Jeff McCaig
Chairman, Trimac Transportation Group
Samuel Robinson
Co-Founder and Vice Chairman
Our Offices Across Canada
Sagard Wealth | Calgary
326 – 11th Avenue SW
Suite 801
Calgary, Alberta
T2R 0C5
1-877-665-9951
Sagard Wealth | Toronto
161 Bay Street
Suite 4110
Toronto, Ontario
M5J 2S1
1-877-665-9951
Sagard Wealth | Montreal
2200 Stanley Street
Berkeley Building, 8th Floor
Montreal, Quebec
H3A 1R6
1-877-665-9951
Documentation
Relationship Disclosure Information
Connect to your client portal
Client PortalContact Us
Contact UsScam alert
Clients and prospective clients should be aware that unaffiliated third parties may use the Sagard name or similar designations, or present themselves in a manner that could suggest an association with Sagard. Such parties are not associated with Sagard or its affiliates. Any such entity has no relationship with Sagard or its affiliates.
Sagard communicates only through official Sagard email domains, sagardholdings.com or sagard.com. We will never request passwords, access codes, or sensitive personal or banking information through unsolicited communications, and we do not request or accept payments via Interac e-Transfer or similar person-to-person payment methods.
If you receive a communication claiming to be from Sagard that appears unusual or inconsistent with the above, please do not respond and contact us directly using the verified contact information provided on this website, or reach out to [email protected].
