MINDSHIFT: YOUR WEALTH IS PERPETUAL

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On February 21, 2018, to a packed Hamilton boardroom, Sagium hosted it’s inaugural Whitespace Seminar. Entitled Mindshift: Your Wealth Is Perpetual, our keynote speakers, Spencer Mellace and Zak Smith, presented an exploration of how changing our mindset on wealth, from a finite to a perpetual timeframe, can open new opportunities and horizons with substantial impact on our future.

Zak Smith, CA and Manager, Financial Planning for Sagium offers, “It really is a mindshift. We learn our attitudes about money from our parents yet today, most of us are fortunate enough to create substantially more wealth than they did, which understandably requires a more progressive perspective and more prudent planning”.

Spencer Mellace CFP, CLU, TEP, estate planning expert and Sagium Wealth Strategist adds, “looking beyond our own needs into the future, whether that be transferring wealth to the next generation or creating legacy in the community through philanthropic giving, are just two examples of how our wealth has the potential to impact in perpetuity.

Expanding our paradigm outside of more traditional views, affords the knowledge of our own trajectory and a guide to make better decisions that have greater impact.