Sagard Wealth
About Sagard Wealth
Sagard Wealth partners with Canada’s most successful entrepreneurs, families, institutions and foundations to achieve their long-term financial goals.
As a dedicated Chief Investment Office, we build meaningful relationships and provide independent investment advice, often in partnership with family offices and as a complement to existing solutions providers.
We bring institutional-caliber capabilities, and exclusive access to global investment opportunities, from traditional to alternative strategies.
The Sagard Wealth Difference
Successful families and foundations need a trusted partner that will help protect and grow their wealth, and nurture harmony and purpose across generations.
Contact UsYour Sagard Wealth Team
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David Beddis
Head of Western Canada and Senior Relationship Manager, Sagard Wealth
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Dennis Bobyk
Senior Director, Investments, Sagard Wealth
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Stephen Harvey
CIO, Sagard Wealth
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Kyle Hunter
Head of Ontario and Senior Relationship Manager, Sagard Wealth
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Aurélie Jaclot
CEO and Head of Quebec, Sagard Wealth
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Jeff McCaig
Chairman, Trimac Transportation Group
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Adam Vigna
Co-Founder and CIO, Sagard
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Brian Walsh
Principal and Chief Strategist, Titan Advisors
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Kelly Francis
Chief of Staff & Regional Coordinator for Ontario, Sagard Wealth
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Stephen Harvey
CIO, Sagard Wealth
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Kyle Hunter
Head of Ontario and Senior Relationship Manager, Sagard Wealth
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Philip Mariani
Associate Relationship Manager, Sagard Wealth
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Jordan Mullin
Associate Relationship Manager, Sagard Wealth
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Aurélien Waguela
Senior Associate, Client Service, Sagard Wealth
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Dennis Bobyk
Senior Director, Investments, Sagard Wealth
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Karina Carvajal-Hébert
Regional Coordinator for Quebec, Sagard Wealth
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Aurélie Jaclot
CEO and Head of Quebec, Sagard Wealth
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Philip Mariani
Associate Relationship Manager, Sagard Wealth
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Aurélien Waguela
Senior Associate, Client Service, Sagard Wealth
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David Beddis
Head of Western Canada and Senior Relationship Manager, Sagard Wealth
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Jordan Mullin
Associate Relationship Manager, Sagard Wealth
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Alina Virani
Regional Coordinator for Western Canada, Sagard Wealth
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Aurélien Waguela
Senior Associate, Client Service, Sagard Wealth
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Paul Desmarais III
Co-Founder, Chairman and CEO, Sagard
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Adam Felesky
Managing Partner and CEO, Portage
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Michaël Hassan
Managing Director, General Counsel and Secretary, Sagard
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Aurélie Jaclot
CEO and Head of Quebec, Sagard Wealth
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Chris Johnson
President, Cranebridge Investment Partners
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Jeff McCaig
Chairman, Trimac Transportation Group
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Samuel Robinson
Co-Founder and Vice Chairman, Sagard
Our Offices Across Canada
Sagard Wealth | Calgary
326 – 11th Avenue SW
Suite 801
Calgary, Alberta
T2R 0C5
1-877-665-9951
Sagard Wealth | Toronto
161 Bay Street
Suite 4110
Toronto, Ontario
M5J 2S1
1-877-665-9951
Sagard Wealth | Montreal
2200 Stanley Street
Berkeley Building, 8th Floor
Montreal, Quebec
H3A 1R6
1-877-665-9951