ANNOUNCING 2019 PLANPLUS CANADA FINANCIAL PLANNING AWARDS WINNERS
Wednesday June 5, 2019
The Sagium Team is extremely proud to acknowledge that our very own Zak Smith, Senior Manager, Planning & Wealth Strategies has been named the 2019 PlanPlus Canada Financial Planning Award Winner.
ADVANCED STRATEGIES FOR TRANSFERRING WEALTH TO THE NEXT GENERATION
Monday November 19, 2018
On November 1st, 2018, Sagium and the United Way of Calgary and Area cohosted an event to present Advanced Strategies for Transferring Wealth to the Next Generation.
SAGIUM LITGALA SPONSORSHIP FOR NEW CALGARY PUBLIC LIBRARY
Wednesday, September 19, 2018
The LitGala will raise 1 million dollars for the Calgary Public Library Foundation to ensure that it is able to continue that knowledge, information, programs and services are within reach for all Calgarians.
SAGIUM KEYNOTE SPEAKERS AT ESTATE PLANNING COUNCIL
Monday, February 5, 2018
The Calgary Golf and Country Club played backdrop to a general meeting hosted by the Estate Planning Council of Calgary (EPCC). Kicking off 2018 as keynote speakers were Sagium Wealth Strategist Spencer Mellace CFP, CLU, TEP and Zak Smith, CA and Sagium Manager, Financial Planning.
SAGIUM LAUNCHES WHITESPACE SEMINAR SERIES
Thursday, January 11, 2018
Sagium is proud to announce the launch of a new educational event series called Whitespace. It’s the benefit we gain from what we don’t know and Sagium is pleased to offer this exciting new opportunity to our clients, associates and friends.
SAGIUM CONGRATULATES SAGIUM HEALTH
Wednesday, November 1, 2017
It is with great pride that Sagium extends a well deserved congratulations to our sister firm, Sagium Health on their recent milestone of doubling their client base since this time last year.
SAGIUM WELCOMES JESSA ARNOLD AS FRONT OFFICE ADMINISTRATOR
Monday, October 16, 2017
Sagium is excited to announce Jessa Arnold as the newest member of our firm. In her role as Front Office Administrator, she will provide support in the planning and management of firm events, sponsorships and educational seminars as well as be responsible for our in-office client experience.
SAGIUM CELEBRATES INAUGURAL “TOP 7 OVER 70” AWARDS
Monday, October 2, 2017
On October 2nd, Sagium proudly supported the first-ever “Top 7 Over 70” gala which received rave reviews from 800 attendees at the Hyatt Regency Calgary. The Top 7 over 70 is an awards program for any senior who is over 70 — and lives in Calgary or its surrounding communities.
THE POWER OF MUSIC WITH DR. MICHAEL THAUT
Thursday, September 28, 2017
On Sept 28th, Studio Bell was closed to the public for an enlightening evening celebrating the power of music. The event began with a dinner & discussion on the impact of music in medicine hosted by Ron Mannix and the ME2 Foundation and attended by neurology students from the University of Calgary.
SAGIUM ANNOUNCES JADE MCKAY AS OUR NEW INVESTMENT COORDINATOR
Tuesday, September 5, 2017
Jade joins Sagium as a recent graduate of the Bissett School of Business at Mount Royal University with a major in Finance. Since May 2016, Jade held the position of Financial Services Associate at Assante Capital Management Ltd., where she was responsible for client service and financial planning.
POTENTIAL INCOME TAX CHANGES – CANADIAN PRIVATE CORPORATIONS
Tuesday, August 8, 2017
The Government of Canada released a consultation on July 18, 2017 proposing changes to the way Canadian Private Corporations are taxed. The proposed changes will affect small business owners and shareholders of Canadian Controlled Private Corporations.
On April 28, 2017, at the Ranchmen’s Club in Calgary, Evelyn Main of Elevate, a strategic partner of Sagium, presented “Your Next Chapter: A Survival Guide to Thriving in Retirement”. The one-day exclusive master class helped attendees learn how to navigate the retirement years with confidence and purpose.
On April 27, 2017, Calgary’s fashion forward congregated at Mercedes Benz Downtown for the Olds College fashion show. The annual signature event was a first class affair and attracted a large and engaged crowd to showcase the work of the institution’s alumni and current students.
Sagium proudly announces the addition of David Miller to our team in the role of Associate Advisor. David has lived and worked in and around Calgary for the past ten years. He is the proud father of two wonderful children whom he shares with his partner, Shawna.
The evening of March 30, 2017 marked the first ever Front Row Centre event at Studio Bell. The National Music Centre closed it’s doors to the public in favour of a private event for 150 people including community leaders, city builders and generous Calgarians who have supported the National Music Centre in the past.
Today, Sagium announced a new partnership with the National Music Centre as the exclusive sponsor of the Front Row Centre Club. Canada’s iconic arts institution established the program to bring together the community leaders, city builders and generous Calgarians who have been instrumental in supporting the creation and ongoing development of Studio Bell.
Clay Riddell, Jim Dinning and many other prominent Calgarians joined Sagium for an exclusive milestone celebration of two great leaders in our firm on November 23, 2016. The Calgary Country Club played venue to Bill Andrew’s 60th anniversary and Rick Green's 30th anniversary gala.
Sagium proudly announces the expansion of our planning department and welcomes Matt Glasser and Dustin Nickel to our team as Financial Planning Analysts. Dustin & Matt will form an integral part of our continued commitment to the client experience and we are excited to have them join our firm.
Sagium congratulates Ross Glen, President of RGO Office Products, on being named a 2016 inductee into Calgary Business Hall of Fame. Sagium proudly supported Ross at the event and celebrated his achievement with his many colleagues, friends and family at the Hyatt Hotel.
On Sunday, May 15th, Sagium joined the family and friends of the Calgary Police Foundation to celebrate the impact of its programs, it’s people and it’s supporters at the incredible, newly opened Youthlink Calgary Police Interpretive Centre.