This modern approach was 70 years in the making.
We are born puzzle solvers and proven promise keepers.
Decades ago, we looked at our industry and didn't like what we saw. The industry failed both advocates and investors. A modern and independent approach was required. Now, we wake up eager for a challenge.
About our latest news
“When we really looked into our industry, we didn’t like what we saw. A better path was in order.”
Rick and John
The financial planning world can be very complex.
Service Team
A focus on client needs
Teena, Michelle and Jessa, along with other key operations team members, really get things done. They work behind the scenes but are always at the forefront of our work force and flow.
It began with a hard look at our financial industry. It was deeply flawed.
Combating conflicts with character
Right out of the gates we needed to target and combat self serving industry behaviour that was contrary to the best interests of clients. Decades later we continue to battle these forces with a distinctly patient and focused approach.
Despite our efforts, this still exists today. Conflicts were firmly entrenched in embedded fee structures and legacy procedures and corporate relationships.
Countering self-interest with sensibility
Do the right thing for clients.. Sounds like an obvious long-term strategy but the industry was not built for this.
From beginning to end, we needed to be hyper focused on whatever our client families needed. This business only exists based on an exchange of information, built on trust. We share as much about ourselves as we expect of you. Call it vision but we just think it made sense.
Accretive advisory
Translation: We had to take our time.
An entrepreneurial team focused on combined growth was more likely to inspire the right things at the right time. For a client critical business, this has always been a driving force of change. No quick fixes or sales. In fact, this new approach required a distinctly patient path that the industry didn't adopt.
Gaining scale
In 2004, we purchased H+P Insurance and Financial Planning business with Rick and John as successors
In 2013, Sagium was legally formed to unify our services and expand our story.
In 2015, we purchased Andrew & Propp and Health Strategies.
Quantitative chemistry
In 2018, We joined up with the wealth management firm Kinsted Wealth. This relationship was formed years before based on common values and a belief in delivering services the way we wanted our own finances managed.
Today
The industry has changed little yet we continue to deliver wealth counselling better than is has been delivered before.
Born to solve
Sagium is independent with a multi-disciplinary approach that reacts to ambiguity and complexity with clarity. Experience and expertise guides our process.
