When it comes to you and your family's health, fast access to the best medical care matters now more than ever. In this webinar, we spoke with Dr. Rene Sotelo of the Keck School of Medicine of USC as he took us through the groundbreaking advancements in Robotic Surgery.

The advancements in medical technology and treatments across the globe are making a significant impact on how certain conditions and diseases are diagnosed, treated, and prevented. Sagium has relationships with organizations like VUMI® Canada who provide access to new medical technologies not yet available in Canada, such as certain cancer drugs and biological treatments already in use in the United States. As a Canadian, having access to experts and treatments at the right time can be crucial. Often, we may spend more time in line than in treatment. International health insurance plans are available to Canadians seeking to upgrade their healthcare options locally, in the U.S., and worldwide.

One breakthrough treatment that is changing medicine is Robotic Surgery. One of the most expert and experienced laparoscopic/robotic surgeons is Dr. Rene Sotelo of USC's Keck School of Medicine. In addition to being a pioneer in robotic surgery in urology, benign prostate enlargement, and inguinal lymphadenectomy for cancer, Dr. Sotelo has helped to devise the single-port "belly-button" and natural orifice surgical concept. Having handled more than 2,300 cases personally and being a recipient of over 30 awards, Professor Sotelo is among the most experienced laparoscopic and robotic surgeons globally. We are very pleased to have welcomed Dr. Sotelo to our webinar to educate us on the advancements in robotic surgery and to demonstrate how Canadians can access experts like him. 


Let us help get you out of line and into care.

WEBINAR:  Operating From the Future: Robotic Surgery with Dr. Rene Sotelo

2021, what a year it was. As I look back on this past year, I first want to thank all of our clients for your trust in us to look after your financial matters. The lifelong relationships we build with our clients are what truly energizes and motivates us to keep working hard every day in our mission to manage wealth better than it’s ever been done before. We are proud of our progress at Sagium in 2021 and look forward to an even better 2022. 

It is hard to highlight all of our successes for the year as we have made significant progress in many areas:

Portfolio Management – We have been able to knock it out of the park with a record-breaking year thanks to the ingenuity of our partners at Kinsted Wealth.

Insurance – We have substantially grown our Insurance and Employee Benefit’s business lines and continue to find ways to open access to private care for our clients.

Financial Planning – We have digitized our processes around the discovery and implementation phases of financial plans to help make the process smoother for our clients. 

Digital Portal – To ensure the transfer and storage of your personal information is secure, we have set up a portal so our clients know their data is in safe hands.


At Sagium, our corporate commitment is to donate 1% of our top-line revenue back to the community in our 4-pillars of giving: “MAKE” (Mental Health, Athletics, Kids, Education). We have been impressed at the resilience in the community as we watch very talented individuals lead charitable organizations towards adapting to help those most in need. The tireless efforts made by these organizations and their volunteers are a true sign of the best in humankind. We have done our best to continue supporting these community efforts. In 2021, we rolled up our sleeves to continue our mission to educate citizens and the donors of charitable organizations around tax, estate, and philanthropy planning in an effort to educate everyone on how they can multiply their charitable impact and minimize their taxes as a result of strategic planning. 

Over the past several years, we are proud to have been involved with many charitable organizations, including: 

On behalf of the Sagium Team, we wish you joy over the Holiday Season and the hope of a fantastic 2022!

- Rick Green, Wealth Strategist & Founding Partner

While the insurance world has typically not been associated with leading on the technology front, recent world events have created many new developments in the insurance sphere. It is unclear yet if these practices will continue past pandemic times or will be temporary measures. Read below to learn about how the insurance process has been streamlined and simplified!  

If you want to learn more about your options, or how you can access insurance solutions during a time when traditional meetings are not as accessible, please reach out to your Wealth Strategist directly.

WEBINAR: Operating From the Future: Robotic Surgery with Dr. Rene Sotelo

“ Let us help get you out of line and into care.”

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