The Trusted Name.
About Us
Sahi Wealth Advisory Group has been working with professionals and business owners across Canada since 2005. Our team and partners work tirelessly to provide long term financial planning strategies to grow and preserve wealth for our clients.
WHO WE SERVE
5 STEP PROCESS
Financial Planning
We take an in-depth look at your lifestyle objectives while auditing your current financial reality. We work with you to develop a comprehensive written wealth plan that will help you achieve your lifestyle goals. Our plan will help you build more wealth, and build it faster.
Risk Management and Insurance Planning
We protect our clients against the risks of dying too soon, getting disabled, having a prolonged critical illness and living too long. Yes, living too long is one of the greatest issues facing many Canadians today. We use personal/corporate life, disability and critical illness insurance strategies to protect our clients against these inevitable challenges.
Investment Planning
Inflation and income tax implications may erode wealth over time. We work with world-class investment managers to design portfolios that overcome the aforementioned risks and the current low interest rate environment to deliver the returns you target.
Tax & Estate Planning
Proper tax planning takes full advantage of applicable tax law provisions, available tax deductions and tax credits. We implement these tax strategies along with wills and trusts to minimize tax liabilities at death to achieve your desired distribution of wealth and assets in an efficient manner.
Philanthropy
Our federal and provincial governments have favourable tax incentives in place to encourage personal and corporate charitable donations. Our team will assist you and your family in beginning the philanthropic discussion. Philanthropy is our passion.
BUILD A CAREER YOU LOVE
We are always in search of new talent eager to build a legacy for their families and communities. We bring unique perspectives for professionals who have a passion to help others.
Connect With Us
CONTACT INFO:
Address: #1900 1500 W Georgia Street, Vancouver BC V6G 2Z6
Phone: 778-896-6972
E-mail: sim {at} www.sahiwealth.com