Robert Sager

Robert Sager
Robert Sager

Associate Portfolio Manager

Senior Investment Advisor

FMA

CIM®

CFP®

Committed to understanding your needs and helping you achieve your vision of success

Phone

Office

(519) 725-5354

Office Location

412 Albert Street Waterloo, ON N2L 3V3. map

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Robert Sager has been in the wealth management business for nearly 25 years. He has an Honours Degree in Economics from Wilfrid Laurier University and holds the Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®) designations.

Born and raised in Kitchener-Waterloo, Rob’s conservative approach to capital preservation took root early in his career, as the tech bubble burst and he experienced first-hand how economic and market uncertainty impacts investors.

Rob works closely with Blair Fingland, leading the team and building prudent, tax-efficient portfolios for high-net-worth families and individuals. He believes that his analytical and technical skills resonate well with business owners, professionals and complex, intergenerational families. Rob also works with Heidi Yandt on broad-based wealth planning strategies to help clients achieve their estate-planning goals and minimize their tax liabilities.

Prior to joining TD in 2004, Rob held roles with Mutual Life, Merrill Lynch Canada, CIBC Wood Gundy and CT Financial Assurance.

Rob lives in the KW area with his wife Erika and their three young sons. As a family, they love to travel and enjoy an active lifestyle in the community.


Sager Fingland Wealth Management is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of the Toronto-Dominion Bank.

Phone

Fax

(519) 725-5806

Branch Phone

(519) 725-1214

Branch Fax

(519) 725-5806

Certificates

FMA

CIM®

CFP®

Sager Fingland Wealth Management

Sager Fingland Wealth Management
At Sager Fingland Wealth Management, we know that your wealth management needs are unique and sophisticated. As your trusted advisors, we take the time to fully understand your circumstances before crafting a comprehensive wealth strategy to help you achieve the financial future you envision.