Our services

We offer comprehensive, personalized financial management.

We begin with a detailed analysis of your personal situation so we can understand your needs, aspirations and risk tolerance and take stock of your short-, medium- and long-term objectives. From there, through thoughtful conversations, we design investment strategies and financial vehicles tailored to your needs.

At Sabius Financial Group, we manage your wealth holistically.

Our approach goes beyond simple asset management.

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Our 360° approach to your wealth includes:

• Financial planning: We can design a strategy to achieve your short-, medium- and long-term objectives.
• Estate planning: We work with experts to structure your estate planning wishes in order to simplify the transfer of your wealth while minimizing issues.
• Retirement planning: We assess your savings, inflation and insurance and deliver personalized recommendations.
• Insurance: We protect your wealth and your loved ones with our made-to-measure solutions.
• Financing needs: We provide access to the best financing solutions for your personal and professional projects.
• Tax optimization: We structure your wealth to minimize tax impacts and maximize net returns.
• Philanthropy: We support your philanthropic projects and maximize the impact of your donations.
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• Administrative management: We also take care of withdrawals and deposits and monitor your RRSP, TFSA and RESP contributions. To ensure transparency, we provide detailed quarterly reports on the performance of your investments.
  Our services go beyond simple asset management. Get the peace of mind of knowing that your wealth is in good hands, with support at every step of the way.

It's never too late to start financial planning. This is a cornerstone of effective wealth management. Whether you're just starting your career, nearing retirement or already retired, our approach will help you avoid surprises and optimize your assets by accounting for inflation, taxes and the structure of your portfolio.

We identify your financial goals (retirement, children's education, wealth transfer, philanthropy) and develop effective strategies to achieve them. We carry out a comprehensive analysis, make projections of your future needs, create scenarios and select the best financial vehicles. We rely on a proprietary algorithm and a network of experts to ensure accurate, optimized planning.

Insurance is essential in managing financial risks related to death, disability, critical illness or loss of independence. Although it's often perceived as a way to protect income temporarily, insurance plays an essential role in a comprehensive financial strategy.

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We integrate insurance into our investment and wealth management strategies as we build your overall financial plan. The key benefits of insurance include:

• Facilitating wealth transfer: Allows you to efficiently transfer your assets to future generations.
• Reducing the tax burden: Helps reduce tax burdens, particularly after death.
• Protecting shareholders and safeguarding the business: Ensures business continuity and shareholder security.
• Optimizing tax efficiency: Improves tax management and financial planning for businesses.

Integrating insurance into your overall financial plan protects you against the unexpected while securing your long-term goals.

With extensive experience serving this clientele, we understand the unique needs of foundations and family offices. Our expertise spans a wide range of asset classes, and we implement sophisticated investment strategies aligned with the values of your organization or family. We are committed to full transparency, providing detailed reports and exceptional customer service so you can stay focused on your philanthropic mission or the long-term preservation of your family’s wealth.