Province Licensed In: Saskatchewan
Karen Routledge
Our team provides outstanding wealth management strategies to a select group of successful families, and women, who are experiencing significant life changing events. We help our clients achieve financial security and comfort, giving you the confidence that you are on track to live the life that you want.
Nina Johnson
Sarah Brillinger
Rylan Couture
Susyn Wagner
At Wagner Investment Management, we specialize in comprehensive financial planning and discretionary portfolio management for high-net-worth families. Our team is dedicated to providing personalized investment strategies with a disciplined and rules-based approach to equity selection, focusing on Canadian, US, and International equities. With a client-centric approach, we ensure tailored solutions that align with your financial goals, empowering you to make informed decisions with confidence.
Sameer Azam
With over 19 years of experience in the Wealth Management industry, I have determined that there is no quick route to financial success. It takes hard work, commitment, and dedication to a plan. This is where my passion, expertise, and in-depth financial knowledge can benefit you!
I firmly believe that you should have a trusted advisor throughout all of your important life transitions. Utilizing knowledge through my education and experience, I offer a personalized holistic and comprehensive approach that integrates sound financial planning, efficient tax structuring and multi-faceted investment management that translates into unrelenting focus on your success. Moreover, to ensure a coordinated overall strategy, we work with your bank, accountants, and legal advisors with your approval. If you require an introduction, I will be glad to offer you access to our extensive network of professionals.
Being a Portfolio Manager with the leading wealth management firm in Canada, I am confident in my ability to go above and beyond investment advice to address the wide range of concerns related to our clients’ financial and life goals.
Bryce Borden
Liam Winegard
Dana Fleming
Our process is dedicated to helping our families understand their current reality and clarify their future goals and vision. Once we have formulated a clear picture of their needs and wants, we determine how to best utilize their assets and opportunities to close the gap that lies between where they are now and where they wish to be. In short, our families define what they want their financial plan to look like, not us. The resulting plan will play a significant role in dictating our approach to growing and preserving their wealth.