Sagard Wealth is a wealth management firm that provides comprehensive wealth management services to ultra-high-net-worth individuals, families and foundations. We are committed to providing clients with personalized service and customized solutions that help them achieve their financial goals. Sagard Wealth is a part of Sagard, a global alternative asset management firm.
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Full company description
Sagard Wealth is a wealth management firm that provides comprehensive wealth management services to ultra-high-net-worth individuals, families and foundations. We are committed to providing clients with personalized service and customized solutions that help them achieve their financial goals. Sagard Wealth is a part of Sagard, a global alternative asset management firm.
LinkedIn followers
4,299
People associated on LinkedIn
10
Reported office locations
350 7 Ave SW, Suite 1900, Calgary, Alberta T2P 3N9, CA
2 Bloor St W, Toronto, Ontario M4W 3E2, CA
2200 rue Stanley, Montréal, Québec H3A1R6, CA
Business categories
Wealth Management
Lifestyle
Finance
Advice
Management Consulting
Financial Services
Venture Capital
Other recorded names
Sagard
Profile identifies a recruitment agency
No
Reported total investment
10,961,528
Currency and observation date were not supplied; this is not a current valuation or a funding round.
Industry
Investment Management
Size
11-50 employees
Headquarters
Calgary, Alberta
Organization type
Privately Held
Year founded
2014
Sagard Wealth has 1 open jobs in Canada as of November 6, 2026. Top locations: Montréal.
Sagard Wealth: Sagard Wealth is a wealth management firm that provides comprehensive wealth management services to ultra-high-net-worth individuals, families and…
3+ YOE3 à 5 ans d'expérience en opérations d'investissement, middle office, administration de fonds ou dépositaire; Connaissance du cycle de vie des transactions et des méthodes de mesure de performance; Diplôme en finance, co