Angus Sagan has over 14 years of experience in wealth management, tax-efficient strategies, and financial planning. He gained valuable insight working alongside his father and now focuses on helping families build intergenerational plans with lasting impact. He believes financial success is built on trust, expert guidance, and confidentiality. Outside of work, Angus enjoys skiing, golfing, biking, and coaching his son's hockey team.
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.
Book a meetingMeet the team
Angus Sagan,
Wealth Planner
Sameer Amin, MBA, CIM®
Supervising Portfolio Manager
Narges Khalili
Associate Portfolio Manager
Angus Sagan,
Wealth Planner
ABOUT
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.
Narges Khalili
Associate Portfolio Manager
ABOUT
Narges Khalili is an Associate Portfolio Manager at Optimize who aligns each client’s investment strategy with their broader financial goals. She takes a personalized approach, helping clients feel informed, confident, and supported throughout their entire financial journeys.
Motivated by a desire to make a meaningful difference, Narges believes financial clarity is key to gaining peace of mind. She is passionate about simplifying complex topics and building strong relationships that empower confident decision-making.
Outside of work, Narges practices martial arts and kickboxing. She also enjoys exploring new restaurants in Toronto and learning through reading and listening to podcasts.
Team Values
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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.
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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.
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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
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.