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Your partner in personalized, full-service wealth management

Your ally in the pursuit of financial freedom

We go beyond managing money—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.

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Meet the team

Sanjeev Duggal, CFP®, EPC, RIS
Investment Advisor
Rajan Duggal
Administrative Assistant
Sameer Amin, MBA, CIM®
Portfolio Manager

Team values

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Clients First, Always

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 prioritising our clients’ needs and goals. We are dedicated to delivering personalised, thoughtful guidance that helps clients achieve financial success while fostering long-term relationships built on trust and care.

Ethics Above Everything Else

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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Always Doing the Right Thing

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 prioritising 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, offer peer support, and promote independence among child amputees. 

Advancing pediatric health is a key focus for Duggal Wealth Management. By contributing to SickKids, they support groundbreaking research and world-class healthcare for children. Their 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. 

Contact Us

(647) 847-2444 sanjeev.duggal@optimize.ca

Optimize Global Asset Management Inc. (operating as “Optimize Asset Management” or “Optimize”) is registered as a Portfolio Manager in all Canadian provinces. Optimize is also registered as an Investment Fund Manager in the province of Ontario and an Exempt Market Dealer in the provinces of British Columbia, Manitoba, Ontario, and Saskatchewan. Optimize Wealth Management Inc. (operating as “Optimize Wealth Management”) is a member of the Canadian Investment Regulatory Organization (“CIRO”) and the Canadian Investor Protection Fund (“CIPF”). Mortgage solutions are provided by Nesto Inc. Insurance solutions are offered through Optimize’s Managing General Agency, Financial Horizons Inc., and are available only through licensed representatives at Optimize. Investment and portfolio management is offered through Optimize, while financial services and solutions including financial planning, tax preparation, insurance solutions, debt management, and will preparation are provided through our affiliate, Optimize Family Office Services Inc. Investment advice is provided by licensed Optimize and Optimize Wealth Management Representatives only. Optimize does not provide legal, tax, real estate, or private equity advice. Nothing contained herein should be interpreted as such. "Optimize Financial Group" refers to the group of companies including the parent company Optimize Financial Group Inc., it's subsidiaries and affiliates.