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What is Sageview?

We work with individuals and companies who believe in themselves, their families, their employees, their employee's families; and who possess the desire to plan for a Sage Financial Future.

We multiply this desire with the presence of our Benefits@Sageview platform. The impact of decisions made through employee benefits is multiplied by the number of employees at a company; it is again multiplied by the number of family members of those employees; and again multiplied by the products the employer provides through the employee benefits plan. We call this the Benefits Multiplier Effect ™.

The effect of the Multiplier impacts not just one person, or one person's family. Depending on the size of the company - potentially hundreds of people's lives are affected by every decision made. This is a huge responsibility that we passionately strive to fulfill.

Sageview Financial Strategies Inc. was founded on the principle of accountability... ...we act on our client's behalf and we hold financial institutions accountable. We challenge the status quo. Our planning platform is specifically designed to empower our clients, companies, their employees and the employee's families. We strongly believe in families and the human condition of relieving stress from everyday life so you can focus on what matters most.

If you believe in yourself, your company, your employees, or their families, then we challenge you to believe in us. We are up for the challenge and welcome the opportunity to discuss how we can fulfill that challenge.

Employment Benefits Multiplier Effect

Recent Articles

Posted on: October 9, 2017
Standard financial and tax planning advice for the past several decades for business owners has included the use of incorporation to both insulate Canadians from business risk and liability and for asset building and income cash flow planning.
Posted on: October 9, 2017
His banker asked Trent what his net worth was for a loan he was applying for. He had trouble answering the question right away. What is Net Worth? Quite simply, net worth is the difference between what you own and what you owe. But true net worth may not be quite that simple.
Posted on: October 9, 2017
We've all heard that life has two certainties - death and taxes. You need to know the two often coincide. While Canada does not have an official death, estate or inheritance tax, there are some postponed taxes that become payable on death. There are other obligations that need to be taken into...


By admin Mar 25

You have worked all your life and saved for retirement. What other planning work could possibly be...

By admin Mar 24

After years of living the “rat race”, you are looking forward to the day when you can start living on...

By admin Mar 23

You get home from work, your wife is tired, and the baby just spilled spaghetti all over the carpet....

By admin Mar 21

During the last market downturn a few years ago, retirees who had all or most of their assets in...