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Your partner in personalized, full-service wealth management

Your ally in the pursuit of financial freedom

We go beyond just managing money. At Estate Financial Consultants Inc, we focus on optimizing your financial journey by fusing technology, modern strategies, and core values like integrity, transparency, and balance. We provide honest, personalized advice and a proactive, high-touch experience.

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Meet the team

Angus Sagan

Angus Sagan

Wealth Planner

Interior of a grand building with tall arched windows, ornate marble columns, decorative molding, and a large chandelier with round lights hanging from the ceiling.

Team Values

  • Estate Financial Consultants Inc. prioritizes exceptional, personalized service, treating every client as an individual with unique goals and needs. By focusing on building trust and fostering meaningful relationships, we make sure each client feels valued and supported. Our client-first philosophy drives each of our decisions, making sure our strategies are tailed to achieve meaningful outcomes.

  • Honesty, transparency, and ethical practices are the foundations of everything Estate Financial Consultants Inc. does. Our team is committed to providing unbiased advice and open communication at every step of the financial planning process. By consistently putting our client’s best interests at the forefront, we create a trusted partnership that inspires long-lasting confidence.

  • At Estate Financial Consultants Inc., staying informed and knowledgeable is a top priority. Our team continually tracks industry trends, so we can provide expert guidance that reflects the latest developments. By offering up-to-date strategies and empowering clients through education, we make sure every decision is well-informed. Our commitment to education fosters confidence, and helps clients pursue their financial goals with clarity and assurance.

Timeline

2011 - 2013

Angus began his financial services career at Freedom 55 Financial, helping clients with wealth management, insurance solutions, and financial planning.

2013 - 2022

Started as a financial advisor at Estate Financial Consultants Inc., focusing on comprehensive financial planning - including tax-efficient strategies, retirement planning, and investment management.

2022 - Present

Took on a leadership role as President of Estate Financial Consultants Inc., partnering with Optimize Wealth Management to provide clients with enhanced holistic financial solutions.

Supporting our community

Providing equitable educational opportunities for children is a cause that Estate Financial Consultants Inc. is passionate about. By supporting First Book Canada, our team helps make sure that children in need have access to the resources required to succeed academically. This reflects our dedication to fostering brighter futures through education and community involvement.

At Estate Financial Consultants Inc., improving health outcomes for children is a charitable priority. By contributing to SickKids, we support groundbreaking pediatric research and innovative care that benefits children and families. Our involvement underscores a commitment to advancing healthcare for the next generation.

Another important focus for Estate Financial Consultants Inc. is the promotion of understanding and reconciliation between Indigenous and non-Indigenous communities. Through our support of the Gord Downie and Chanie Wenjack Fund, we contribute to efforts aimed at fostering inclusivity and building stronger connections across communities. This commitment reflects our belief in a more compassionate and unified society.

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Optimize Global Asset Management Inc. (operating as "Optimize Asset Management" or "Optimize") is registered as a Portfolio Manager in all Canadian provinces. Optimize is also registered as an Investment Fund Manager in the province of Ontario and an Exempt Market Dealer in the provinces of British Columbia, Manitoba, Ontario, and Saskatchewan. Optimize Wealth Management Inc. (operating as "Optimize Wealth Management") is a member of the Canadian Investment Regulatory Organization ("CIRO") and the Canadian Investor Protection Fund ("CIPF"). Mortgage solutions are provided by Nesto Inc. Insurance solutions are offered through Optimize's Managing General Agency, Financial Horizons Inc., and are available only through licensed representatives at Optimize. Investment and portfolio management is offered through Optimize, while financial services and solutions including financial planning, tax preparation, insurance solutions, debt management, and will preparation are provided through our affiliate, Optimize Family Office Services Inc. Investment advice is provided by licensed Optimize and Optimize Wealth Management Representatives only. Optimize does not provide legal, tax, real estate, or private equity advice. Nothing contained herein should be interpreted as such. "Optimize Financial Group" refers to the group of companies including the parent company Optimize Financial Group Inc., its subsidiaries and affiliates.