Sage Private Counsel operates as a division of Sage Investment Advisors Inc., offering tailored wealth management solutions. Founded on the principle of providing objective, independent advice, the firm focuses on a holistic approach that includes investment management, wealth planning, tax and estate strategies, philanthropy, and family office services. Their history is tied to Sage Capital Partners, which was established in 1998. The firm emphasizes a client-centric model, acting as a personal CFO to help affluent clients manage, grow, and preserve their wealth across generations.

Founded in

Canada