The Sanjeev Duggal Group

About Sanjeev

Sanjeev has over 25 years of experience working with Health Care Professionals and business owners in the areas of insurance, wealth management, estate planning and employee benefits. He started his career in 1988 with Canada Life, building expertise in group pension plans. Completed the Canadian Securities Course (CSC) in 1990. In 1995, he attained his life insurance license. Belief in continuing education has been the cornerstone of Sanjeev’s career path and he has obtained the following designations;

Certified Financial Planner (CFP) – Member of FP Canada
Responsible Investment Specialist (RIS) – Member of RIA
Elder Planning Counselor (EPC) – Member of CIEPS

Sanjeev works closely with his clients to find out what they really need and want. He takes the time to learn about their families, their business, and their goals. To this end he has built a financial planning practice based on personal contact and exceptional customer service. Sanjeev believes in a team based approach and has surrounded himself with other professionals such as accountants and lawyers who are highly specialized and experienced in meeting the needs of medical professionals and business owners. Sanjeev is married and has two sons. When he is not working, he is usually with his four legged friend Roman.

The world is changing quickly and the investment space is increasingly more complex and uncertain. At Optimize, we believe navigating this reality requires more advice and not cookie cutter, plug-and-play tools. Built on time-tested principles of financial planning and wealth management, sound risk management, and long-term patient investing, the Optimize approach focuses on listening to clients, their goals, and their ambitions and understanding how those fit into their personal financial circumstances.

For that reason, Optimize Wealth takes a holistic approach to helping clients build and manage their wealth over the long-term. Towards that end and to provide clients with a personalized approach, Optimize assigns a multi-disciplinary team to meet their needs.