Dave Sagan
Dave Sagan CFP, CLU
Senior Financial Planner
Jasper, Alberta
About Dave
In his early 20’s, with a passion for everything financial, Dave sought opportunity in the Wealth Management and Insurance Industries.
Dave is proud to have many designations on his wall, but 35 years later he is most proud of the compassion and consideration that he has delivered to those that he has been fortunate enough to work with.
He is ever-present with:
- Interesting insurance opportunities,
- Institutional style investment initiatives,
- Tax considerations that are often overlooked by others, as well as
- Trust and estate planning concepts of significance and relevance.
Dave is grateful to be helping people from across Canada and at the same time he feels fortunate to be a resident of the small mountain town of Jasper. Dave’s home is only blocks from his office and he skis or plays golf almost every day with his wife Julie of 35 years.
Julie and Dave are living their dream of being young grandparents to three Lego building enthusiasts and sippy-cup superstars!
The Dave Sagan Value Add
Dave provides clients with a comprehensive approach to financial planning, tax preparation and will preparation, ensuring his clients always benefit from the highest level of service. At Optimize, Dave works alongside an experienced team of Licensed Optimize Representatives to help clients achieve their desired long-term financial and investment goals.
The cornerstone of his service rests in effectively matching his clients’ financial and life goals with a personalized financial planning strategy and overall customer service experience which will exceed their goals in every respect. Dave measures his success by how well he has helped his clients achieve their specific goals and objectives.
Dave's Approach to Wealth Management
Optimizing your investments is an important step to achieving your financial goals but realize that it is just one step in a much longer journey. Dave, along with a Licensed Optimize Representative, will focus on looking at the complete picture as it relates to your particular situation. They begin this process by listening intently to your specific goals and objectives. They then analyze every aspect of your situation such as your investments, mortgage and other debt, will, insurance, company plan, and tax preparation needs.
Once they have completed their analysis, they together will then design you a coordinated strategy to achieve all of your particular goals and objectives. In order to provide you with a better sense of just how much value they could bring to you and your family, the range of services offered through Dave and a Licensed Optimize Representative are outlined in detail below.
- Financial Planning
- Investments*
- Will & Estate Planning
- Loans & Mortgages
- Insurance Solutions**
As a Senior Financial Planner, Dave helps coordinate your financial plan by organizing the strategy into efficient steps toward your goals. Proper Wealth Management is an ongoing process which helps you make prudent decisions about your money in order to achieve your specific goals.
*Investment Advice is only offered through a Licensed Optimize Representative
**Insurance is only offered through a licensed Individual at Optimize to residents of Ontario, British Columbia, Alberta, and Manitoba
Contact
dave.sagan@optimize.ca
780-991-8666
Office Location
Dave's Wealth Management Team
Steven McMackon
Portfolio Manager
Nicholas Swinton
Associate Portfolio Manager