Our Team
The People Behind the Plan
One team, serving over 4,000 Canadian families
At SG Wealth Management, thoughtful planning starts with people. Our team coordinates wealth, insurance, retirement and investment planning while collaborating with specialized professionals when legal, tax, actuarial or discretionary investment expertise is required.
SG Wealth Management
The team clients work with every day
Our Professional Network
Specialized expertise, brought together when it matters
Financial decisions often cross multiple disciplines. Where appropriate, SG Wealth Management works collaboratively with independent legal, accounting, actuarial and investment professionals so clients can bring specialized expertise into the broader planning process.
External professionals and firms are independent from SG Wealth Management. Engagements and professional advice are provided separately by the applicable professional or firm.
Legal & Estate Planning
Gagan Law Professional Corporation
Gagan Dadiala, Principal Lawyer
Gagan Law supports clients across Wills & Estates, Corporate Law, and Residential & Commercial Real Estate. The firm's legal expertise can complement broader planning where estate, corporate and ownership considerations intersect.
Wills & EstatesCorporate LawResidential Real EstateCommercial Real Estate
Accounting & Tax
Chirag Lapsiwala, CPA
Managing Director, Western CPA
Chirag leads Western CPA's Toronto practice and works across personal and business tax, accounting and compliance. His accounting perspective can support the broader planning process where corporate structure, taxation and financial decisions intersect.
CPAPersonal & Business TaxAccountingTax Compliance
Accounting & Tax
Sundeep Chopra, CPA
Managing Partner & Director, Western CPA
Sundeep leads Western CPA's Halifax practice and brings deep experience across personal and business tax and compliance. His perspective supports coordinated planning where corporate structure and tax decisions intersect.
CPAPersonal & Business TaxAccountingTax Compliance
Actuarial Analysis
Scott Sadler, FSA, FCIA
Senior Insurance Actuary
Scott brings extensive actuarial experience in advanced insurance analysis and has worked with clients alongside their accountants, lawyers and bankers. His actuarial perspective helps evaluate the mechanics, risks and suitability of sophisticated life insurance strategies within a broader planning context.
FSAFCIAActuarial AnalysisLife InsuranceAdvanced Insurance Strategy
Investment Management
Portfolio Management Expertise
In collaboration with Newport Private Wealth
For clients whose needs call for discretionary portfolio management, SG Wealth can collaborate with experienced portfolio managers at Newport Private Wealth. The relationship brings portfolio construction, asset allocation and institutional investment experience into the broader wealth-planning conversation.
Jamie Lloyd, CIM®, MFA-P™
Portfolio Manager, Newport Private Wealth
Jamie combines portfolio management with a broad understanding of wealth-planning considerations, including trust, estate and philanthropic planning. His approach is centered on understanding each client's wider financial circumstances and long-term objectives.
CIM®MFA-P™Portfolio ManagementTrust & Estate PlanningPhilanthropic Planning
Amélie Beauregard, MBA, CIM®
Portfolio Manager, Newport Private Wealth
Amélie brings experience working with institutional investors, financial advisors and high-net-worth individuals and families across Canada. Her background combines portfolio management with a strong focus on financial understanding and informed long-term decision-making.
MBACIM®Portfolio ManagementInstitutional InvestingHigh-Net-Worth Wealth Management
Jansen Shrubb, MBA, CIM®
Portfolio Manager, Newport Private Wealth
Jansen brings institutional and alternative-investment experience to helping clients manage wealth around long-term objectives. He also contributes his alternative-asset experience to Newport's Asset Mix Committee.
MBACIM®Portfolio ManagementAlternative InvestmentsAsset Allocation
Our Approach
How We Work Together
Coordinated Planning
SG Wealth keeps the client's broader financial objectives at the centre while coordinating the areas of planning we provide.
Specialized Expertise
When a matter requires legal, accounting, actuarial or discretionary portfolio-management expertise, the appropriate independent professional can be brought into the conversation.
Tax-Aware Thinking
Planning considers the after-tax implications of financial decisions and coordinates with tax professionals where specialized tax advice is required.
Multi-Generational Focus
Strategies are considered in the context of the family, business and future generations - not only a single account or transaction.
Your financial life doesn't exist in silos. Neither should your planning.
Start a conversation with SG Wealth Management to see how a coordinated approach can help bring the different pieces of your financial life together.