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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

Angus Sagan
Wealth Planner
Sameer Amin
Supervising Portfolio Manager
Narges Khalili
Associate Portfolio Manager

Team values

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Client-First Approach

Estate Financial Consultants Inc prioritize exceptional, personalized service, treating every client as an individual with unique goals and needs. By focusing on building trust and fostering meaningful relationships, they ensure each client feels valued and supported. Their client-first philosophy drives every decision, ensuring strategies are tailored to achieve meaningful outcomes and long-term financial success.

Integrity as a Guiding Principle

Honesty, transparency, and ethical practices are the foundation of Estate Financial Consultants Inc. The team is committed to providing clear, unbiased advice and open communication at every step of the financial planning process. By consistently putting the client’s best interests at the forefront, they create a trusted partnership that inspires confidence and builds lasting relationships.

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Our dedication to excellence is
reflected in every aspect of our work

Clients can expect a proactive, high-touch experience designed to simplify and enhance their financial lives. At 4 Pillars Wealth, we believe in consistently going above and beyond to deliver exceptional service and build lasting relationships. This means not only addressing clients' current needs but also anticipating future challenges and opportunities, helping them feel confident and prepared for what lies ahead.

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Empowering Clients Through Knowledge

At Estate Financial Consultants Inc, staying informed and knowledgeable is a top priority. The team continually tracks industry trends to provide expert guidance that reflects the latest developments. By offering up-to-date strategies and empowering clients through education, they ensure every decision is well-informed. This commitment to education fosters confidence and helps clients achieve their financial goals with clarity and assurance.

Timeline

2011 - 2013

Began his career at Freedom 55 Financial in financial services, helping clients with wealth management, insurance solutions, and financial planning to secure their long-term financial goals.

2013 - 2022

Angus started as a financial advisor at Estate Financial Consultants Inc, focusing on comprehensive financial planning, including tax-efficient strategies, retirement planning, and investment management, building long-term client relationships and intergenerational financial plans.

2022 - Present

Angus took on a leadership role as President of Estate Financial Consultants Inc and partnered with Optimize Wealth Management to provide clients with enhanced holistic financial solutions.

2022 - Present

Liliana serves as a Wealth Planner at Optimize Wealth Management, assisting clients with comprehensive financial planning. Focuses on helping clients set and achieve their financial goals through a structured planning process.

Supporting our community

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Providing equitable education opportunities for children is a cause Estate Financial Consultants Inc is passionate about. By supporting First Book Canada, the team helps ensure that children in need have access to the resources they require to succeed academically. This reflects their dedication to fostering brighter futures through education and community involvement.

 

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Improving health outcomes for children is a priority for Estate Financial Consultants Inc. By contributing to SickKids, they support groundbreaking pediatric research and innovative care that benefits children and families. Their involvement underscores a commitment to advancing healthcare and creating a healthier future for the next generation.

 

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Promoting understanding and reconciliation between Indigenous and non-Indigenous communities is an important focus for Estate Financial Consultants Inc. Through their support of the Gord Downie & Chanie Wenjack Fund, they contribute to efforts aimed at fostering inclusivity and building stronger connections across communities. This commitment reflects their belief in a more compassionate and unified society.