SG Wealth Management
Bridging tradition and strategy to build generational wealth
With over 4,000 clients across the country, SG Wealth Management® is one of Canada's leading financial planning companies.
How we help
Our Services
Comprehensive financial solutions designed for high-earning professionals and business owners
Wealth Management
Comprehensive wealth management solutions tailored to high-earning professionals, combining strategic planning with personalized investment strategies for long-term growth and financial security.
Insurance Planning
Life, term, and critical illness insurance to protect your biggest asset – your family, providing comprehensive coverage and peace of mind for your loved ones' future.
Retirement Planning
RRSP strategies and retirement solutions for a secure financial future, ensuring you can maintain your desired lifestyle throughout retirement years with confidence and stability.
Estate Planning
Preserve family harmony and legacy with comprehensive estate planning solutions, protecting your assets and ensuring smooth wealth transfer to future generations according to your wishes.
Tax Minimization
Innovative tax-efficient techniques to save you significant amounts of money, maximizing after-tax returns and preserving more wealth for your family's future through strategic planning.
Corporate Surplus
Maximize retained earnings and grow your business wealth strategically, utilizing corporate structures to build value and create tax-efficient wealth within your business framework.
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Sim Gakhar
CHS, EPC, CEA, MFA-P, RWM, FEA, DMA™
My approach to financial planning is centered on building lasting relationships with my clients. I believe in taking the time to truly understand your unique financial situation, goals, and dreams. This personalized approach allows me to create customized strategies that not only meet your current needs but also adapt to your evolving circumstances.
With extensive education and multiple professional designations, including being a member of the Million Dollar Round Table (MDRT), I bring both expertise and dedication to every client relationship. As the 2023 MDRT Country Chair for Canada, I've had the privilege of leading and learning from the best in our industry.
I'm proud to be an active member of professional organizations including Advocis and CALU, and serve as a member of HUB Financial. Beyond my practice, I'm passionate about giving back to the financial services community through speaking engagements, mentoring, and sharing insights that help other professionals serve their clients better.
MDRT
Country Chair
10+
Designations
4,000+
Clients Served
15+
Years Experience
Testimonials
"Sim is one very dedicated, hard working woman, and I look forward to doing business with her for many decades to come."
Terrence Duffy
Chief Investment Officer, Lionhart Group
Turn Your Wealth Into Meaningful Impact
Whether you want to build a legacy, involve your family, or support causes close to your heart, our team will guide you every step of the way.
Let's design a philanthropic strategy that reflects your values - today and for generations to come.