Client Portal
Your plan, your progress, all in one secure place
What You'll Find Inside
The SG Wealth Client Portal gives you a clear, secure view of your relationship with our team, so every conversation and decision stays organized between meetings.
Meeting Summaries
Review concise summaries of each meeting with your advisor, so you can revisit what was discussed whenever you need.
Agreed Next Steps
See the action items you and your advisor agreed on, with a clear record of who is doing what and by when.
Meeting History
Revisit prior discussions with your advisor at any time, with a clear record of past meetings kept in one place.
Secure Sign In
Portal access is being set up. Please contact your SG Wealth advisor.
We are preparing portal access for our clients. When your access is ready, your advisor will walk you through signing in for the first time. There is nothing you need to do in the meantime.
Contact UsYour Privacy Comes First
The Client Portal is a separate, secure application. Your meeting summaries and personal details are never stored on this public website, and sign-in is handled entirely within the portal itself. If you have any questions about access or privacy, please reach out to our team at sim@sgwealth.ca or +1 (905) 591-9601.