Sawaya Forget Wealth Management

A people-centric approach to wealth management

Wealth planning is about trust. It’s about knowing that we’ll be there to offer sound advice and guidance through life’s moments both good and bad. And we don’t take that trust for granted.

For 35 years, we’ve guided clients through market booms and busts, watched them grow from young professionals to sprawling families, and helped them plan for the future – however that looks. We’ve stood beside them as they’ve sold their business and supported families through wealth transfers from one generation to the next. But at its core, our success over the past three-and-a-half decades is the result of the relationships we’ve built with our clients.

We share experiences with our clients. We advise them but we learn from them too. As wealth advisors, we’re good at what we do because we care about the people that put their trust in us.

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Tax & Estate Planning
Strategies 

 

Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.


Intergenerational business transfers - Bill C-208

If you are a small business owner planning to sell your business to a family member, Bill C-208, approved by the Senate on June 29, 2021, will make this process easier.

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Market research
Insights 

 

Get the latest market insights and trends from our internal research experts.

25 October 2021
G N' R – Rocking markets
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18 October 2021
Labour intensity, wage pressure, and why people are quitting their jobs
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October 2021
Challenges ahead
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