With 30 years of experience, Sanjeev Duggal specializes in wealth management, insurance, and employee benefits. Known for his personal approach, Sanjeev gives every client direct access to him at any time. He builds lasting relationships based on trust, often turning clients into lifelong friends. His client-first mindset ensures fast, tailored solutions that make each person feel truly prioritized.
Your partner in personalized, full-service wealth management
Your ally in the pursuit of financial freedom
We go beyond just managing money. At Duggal Wealth Management, 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.
Book a meetingMeet the team
Sanjeev Duggal, CFP®, EPC, RIS
Wealth Planner
Rajan Duggal,
Investment Advisor
Karun Duggal,
Administrative Assistant
Rajan Duggal,
Administrative Assistant
Sameer Amin, MBA, CIM®
Supervising Portfolio Manager
Sanjeev Duggal, CFP®, EPC, RIS
Wealth Planner
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Rajan Duggal,
Investment Advisor
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Karun Duggal,
Administrative Assistant
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Rajan Duggal,
Administrative Assistant
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Sameer Amin, MBA, CIM®
Supervising Portfolio Manager
ABOUT
Sameer Amin is a Portfolio Manager at Optimize. He leads a team of associates, making sure investment strategies align with each client’s goals, risk tolerance, and time horizon. He collaborates closely with advisors to deliver consistent, well-informed guidance to the families they support.
Drawn to the financial industry by a passion for solving complex problems, Sameer finds fulfillment in helping clients navigate key decisions with clarity and confidence. He values the trust that’s built through the process of turning market insights into actionable, long-term strategies.
Outside of work, Sameer enjoys travelling with his family and exploring new places for both relaxation and perspective.
Team Values
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Putting clients first is not just a value; it’s our guiding philosophy at Duggal Wealth Management. Every interaction, decision, and strategy is rooted in understanding and prioritizing our clients’ needs and goals. We are dedicated to delivering personalized, thoughtful guidance that helps clients achieve financial success while fostering long-term relationships built on trust and care.
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Ethics guide every decision at Duggal Wealth Management. We believe that a strong moral compass is essential to delivering truly exceptional service. By adhering to the highest ethical standards, we ensure our clients receive unbiased, honest, and transparent advice. This commitment permeates every aspect of our work, from onboarding new clients to providing ongoing support.
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At Duggal Wealth Management, integrity is our foundation. We are committed to doing the right thing, even when no one is watching. This unwavering dedication to ethical practices ensures that every action we take reflects honesty, accountability, and respect for our clients. By consistently prioritizing what is right, we build trust and create meaningful relationships that stand the test of time.
Supporting our community
Duggal Wealth Management proudly supports The War Amps and its long-standing mission of “amputees helping amputees.” With a commitment to making a meaningful impact, the team champions initiatives that provide financial assistance for artificial limbs, offers peer support, and promotes independence among child amputees.
Advancing pediatric health is a key focus for Duggal Wealth Management. By contributing to SickKids, we support groundbreaking research and world-class healthcare for children. Our involvement helps improve health outcomes while offering hope and healing to families, underscoring their commitment to bettering lives and strengthening communities.
Duggal Wealth Management is proud to support Make-A-Wish Canada in bringing hope and joy to children with critical illnesses. By helping to grant life-changing wishes, the team contributes to experiences that uplift spirits and improve overall well-being. These wishes not only create lasting memories but also play a vital role in enhancing medical outcomes and family resilience.