Unlike mutual fund or transactional advisors, your portfolio manager will not sell products to generate commissions. Independence means your portfolio will not be biased by bank, brokerage, or mutual fund interest, and ensures that you will not be subject to pre-determined models or all-in-one fund solutions. Your portfolios are customized, managed, and monitored within your risk parameters, return objectives, time horizon, tax situations, and liquidity needs.

Your portfolio manager has an elevated responsibility to actively track performance and respond quickly on your behalf. This trading authority over your portfolio legally obliges your manager to act in your best interests. Less than 2% of registered investment advisors in Canada have chosen to accept this fiduciary responsibility.

Your portfolio is constructed with a combination of traditional asset classes—stocks, bonds, preferred shares—and non-traditional asset classes—private equity, real estate, agriculture, and infrastructure. Sagium's partners provide exclusive access to institutional quality investments to ensure that you are broadly diversified. Non-public investment solutions like this are generally difficult for individual public investors to obtain.

Your assets are kept safe with an independent custodian, who acts as an official record-keeper: settling trades, providing tax reporting, and holding assets separate from the institution's assets. Their custodial role protects your assets from any potential fraud and negligence.

Discretionary wealth managers are required to have the highest level of education and qualifications for registration, so you can expect accessibility, insight, and accountability. At Sagium, we share this commitment. Our team has the experience, background, and expertise to handle a wide range of investor situations, empowering you to leverage insight and execution from a wealth management team with decades of experience.