Pranav Gakhar
Managing Director
Oversees firm operations and advisory delivery, keeping planning, insurance, and investment work coordinated for every client household.
The People Behind the Plan
One team, serving over 4,000 Canadian families
Leadership
Sim Gakhar
Founder & CEO
Sets the firm's planning philosophy and leads strategy for professionals, business owners, and multi-generational families across Canada.
Our Team
Advisory and Client Service
Nikhil Patil
Wealth Advisor
Works directly with clients on retirement, tax, and insurance planning, translating complex strategy into clear, actionable next steps.
Disha Dalwadi
Executive Assistant
Manages scheduling, meeting preparation, and follow-through, making sure every client interaction runs smoothly from start to finish.
Krishna Jani
Administrative Assistant
Handles documentation, applications, and account servicing, keeping paperwork accurate and client records complete and current.
Ananya Sood
Investment Associate
Supports portfolio construction, research, and reporting so investment recommendations stay aligned with each client's long-term plan.
Our Approach
How We Work Together
Coordinated Advice
One team handles planning, investments, insurance, and estate work together, so nothing falls between separate advisors or firms.
Tax-First Thinking
Every recommendation is tested against its after-tax outcome, because what you keep matters far more than what you earn on paper.
Multi-Generational Focus
We plan beyond a single lifetime, structuring wealth so it transfers to the next generation with clarity and minimal erosion.
Canada-Wide Service
Clients in Ontario, British Columbia, and Alberta receive the same standard of planning, delivered in person or virtually.
Work With Our Team
Every client of SG Wealth Management is supported by the full team - advisory, investment, and client service working from the same plan.
Book a conversation and we will introduce you to the people who will look after your family's wealth.