Sagium

Name

Sagium

Legal name

Sagium Corp.

Website

https://www.sagium.com/

Company type

Private

Founded year

2005

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Wealth Management Advisory Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro industry

PRIMARYFSAAACAA

Comprehensive/Full-Service RIAs & Independent Wealth Managers

Financial & Insurance/Asset & Wealth Management/Registered Investment Advisors (RIAs) & Independent Wealth Managers

SECONDARYFSAAABAD

Advisory Portfolio Management (Non-Discretionary)

Financial & Insurance/Asset & Wealth Management/Private Banking & HNW/UHNW Wealth Management

SECONDARYFSAEABAA

Registered Investment Advisor (RIA) Wealth Management

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Wealth & Retirement Advisory

SECONDARYFSAEAAAG

Estate & Legacy Planning Advisory

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Investment Advisory & Financial Planning

SECONDARYFSAAACAE

Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers)

Financial & Insurance/Asset & Wealth Management/Registered Investment Advisors (RIAs) & Independent Wealth Managers

Keywords

• Wealth management advisory
• Financial planning services
• Estate planning advisory
• Employee benefits administration
• Private health insurance advisory

Headquarters

HQ city

Calgary

HQ country

Canada

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Financial Planning & Advisory Fees: Sagium charges fees for personalized financial planning services delivered by certified wealth strategists and financial planners. These engagements are consultative and relationship-based, covering wealth, retirement, tax, and estate planning.
2. Investment Management Fees: Sagium earns fees in partnership with discretionary money managers including Kinsted Wealth, QV Investors, Northfront, and Cidel for portfolio management services.
3. Insurance & Employee Benefits Commissions: Sagium earns commissions on insurance products (life, critical illness, disability, travel) and employee benefits plans (group health, executive benefits, retirement plans) placed for individual and corporate clients.
4. Corporate Services Fees: Fees for corporate accounting strategies, succession planning, employee benefits administration, and executive health programs for business clients.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Sagium is an independent, multi-disciplinary advisory firm delivering integrated wealth, health, estate, and corporate planning services. Its core offerings span financial planning, investment management, retirement planning, tax optimization, living benefits and private medical access (including the SAGIUM Enhanced Health Program), estate/charitable planning, life insurance, trust planning, wealth transfer, and corporate services such as employee benefits, group retirement plans, and succession planning. All engagements are delivered through certified wealth strategists on a consultative, fee-based model with discretionary portfolio management executed through independent partner managers.

Product overview

Sagium is an independent, multi-disciplinary wealth management firm offering comprehensive financial planning and advisory services. The company provides a unified platform across four core service areas: Wealth (Financial Planning, Investment Management, Retirement Planning, Tax Optimization), Health (Living Benefits, Medical Access including the SAGIUM Enhanced Health Program), Estate (Charitable Giving Planning, Life Insurance, Trust Planning, Wealth Transfer Planning), and Corporations (Accounting Strategies, Employee Benefits, Retirement and Pensions, Succession Planning). The offering also includes a secure client portal powered by SideDrawer for document management. Sagium was founded in 2013 and operates as a fee-based, client-focused advisory firm with strategic partnerships for investment management and health insurance services.

Differentiator

Problem solved

Functional benefit

Brands

• Sagium Health: Strategic partnership offering enhanced health insurance programs and private healthcare solutions including the SAGIUM Enhanced Health Program in partnership with VUMI Canada.

Products and services

• Financial Planning

Quantifiable outcome

• 81% of Canadians who have a financial plan feel they are on track with their financial affairs (Financial Planning Canada study)

Named customers3 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Partnerships

Eight partnerships are on record, tiered formerly core, now decoupled, active, core and minor.

• Kinsted Wealthformerly core, now decoupledTechnology or IntegrationKinsted Wealth served as Sagium's discretionary portfolio manager partner from 2018 until 2023. The relationship was based on shared values and a belief in delivering services the way founders wanted their own finances managed. In 2023, both firms decoupled to continue growing independently, with Sagium partnering with other wealth managers to offer additional investment solutions.
• QV InvestorsactiveTechnology or IntegrationQV Investors is a research-driven, risk-managed investment firm that focuses on quality businesses and long-term wealth creation. Sagium partners with QV Investors to deliver portfolio management with a focus on enduring performance through changing markets.
• NorthfrontactiveTechnology or IntegrationNorthfront Financial is aligned with Sagium in purpose and philosophy, offering exclusive access to private boutique investments. Sagium uses Northfront to provide clients with access to differentiated investment options that set portfolios apart.
• CidelactiveTechnology or IntegrationCidel Private Bank has been a trusted partner to high-net-worth individuals, families, and institutions since 1999. Cidel provides Asset Management, Trust and Corporate Services, and Specialized Private Banking. Sagium leverages Cidel to actively manage every aspect of clients' wealth through tailored solutions.
• VUMI CanadacoreStrategic or Co-development PartnerVUMI Canada is a world-renowned provider of Enhanced Health Care solutions with over 35 years of experience in the global medical insurance market. Sagium partnered with VUMI Canada to offer the Sagium Enhanced Health Program, providing international health insurance with worldwide coverage and VIP medical services to Canadian clients. VUMI Canada provides the underlying insurance product while Sagium serves as the advisor and distributor.
• Dr. Rene Sotelo (USC Keck School of Medicine)minorStrategic or Co-development PartnerDr. Rene Sotelo of USC's Keck School of Medicine is a pioneer in robotic surgery and laparoscopic procedures. Sagium hosted a webinar featuring Dr. Sotelo to educate clients on advancements in robotic surgery and how Canadians can access such treatments internationally.
• Sagium Health StrategiescoreStrategic or Co-development PartnerSagium Health Strategies is a separate but related entity that Sagium formed a strategic partnership with to offer enhanced health services and innovative strategies. Sagium Health operates independently at sagiumhealth.com and offers the Sagium Enhanced Health Program in partnership with VUMI Canada.
• Greg GuderyanminorStrategic or Co-development PartnerGreg Guderyan is identified as a Strategic Partner of Sagium who hosts health-related webinars and educates clients on protecting health beyond public programs. Greg supports the health division's international medical access offerings.

Scale indicators4 records

Recent moves8 records

Expansion highlights5 records

Emerging players

• Wealthsimple: Canadian digital wealth management platform offering investing, financial planning, and tax services through a tech-led, lower-fee model. Comparable in target Canadian HNW/mass-affluent market but differentiated by product-led digital delivery rather than advisor-led relationships.

Broad incumbents

• IG Wealth Management: One of Canada's largest wealth management firms, offering financial planning, investment management, and estate services to affluent Canadians. Comparable services but operates at massive scale with national distribution.
• Assante Wealth Management: Large Canadian wealth management platform providing financial planning, investment, and estate services through a national advisor network. Overlaps with Sagium's offering but operates at significantly greater scale under a single corporate parent (CI Financial).
• Raymond James Ltd. (Canada): Canadian arm of Raymond James providing wealth management, investment advisory, and financial planning to affluent individuals. Comparable in services and HNW focus, but much larger and broadly diversified.

Direct peers

• PWL Capital: Independent Canadian wealth management firm providing fee-only portfolio management and financial planning to affluent families. Comparable in independent, fee-based philosophy and HNW client focus.
• Nicola Wealth Management: Independent Canadian wealth management firm offering integrated investment management, financial planning, and estate services to HNW families. Highly comparable multi-disciplinary, fee-based model with a regional base and similar advisor-led GTM.
• Cardinal Point Wealth Management: Multi-disciplinary Canadian wealth advisory serving HNW individuals and business owners with financial planning, tax, estate, and corporate services. Closely comparable in scope, target client, and advisor-led delivery model.
• Mandeville Private Client: Canadian HNW-focused private client advisory offering integrated wealth, tax, and estate planning. Similar in client profile, integrated advisory model, and boutique scale.
• Aligned Capital Partners: Canadian independent wealth advisory platform supporting advisors delivering comprehensive financial planning and investment management. Comparable in independent multi-disciplinary advisory model serving Canadian HNW clients.

Others

• VUMI Canada: Provider of international private health insurance and VIP medical services. Strategic partner and underlying product provider for Sagium's Enhanced Health Program; comparable as an ecosystem participant rather than a direct competitor.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Sagium