What Do We Do?
Focused on your financial growth – We think about your wealth differently. We understand that like life, you should have a financial plan that changes and adapts with you. At Lloyd Sadd, we are committed to knowing your goals, transparency and maximizing performance. Our focus is on creating and optimizing your wealth, so you can focus on the things that matter most to you.
What Does this Look Like for You?
1.
Let us know your financial goals and needs
2.
We create an investment and financial plan specific for you
3.
Now you can sit back while we do the work
What Makes Us Special?
Best-In-Class Investment Products
We have established strategic partnerships with the best portfolio managers from across Canada. You will have access to high-performing funds that would normally be reserved for the ultra-high net worth investor.
Low Management Fees
Lowering your fees can drastically impact the long-term growth of your portfolio, and we want to help you get the most out of your portfolio by charging lower fees.
Independence Matters
Being an independent firm, we have access to numerous products and strategies so we can create a portfolio best suited for you. This is unlike large financial institutions who only have access to a small selection of funds.
Innovative Technology
We want to make things simple. Onboarding is made easy for you with our digitally based processes. Your online dashboard shows you real-time portfolio performance in a way that you can easily understand.
Get Started and Secure your Financial Future
FAQs
What are our fees?
Our fees depend on the strategy that is created for you. Most investment fees will range from 1.0% – 1.6%.
How do our fees compare to other institutions?
We make our fees very competitive in the industry. We diligently select high performing funds with lower fees to help you achieve the best value for your money.
Is investing with an independent firm safe?
We are held to the same regulatory standards as any large Canadian bank with the same safeguards in place. We have a legal responsibility to put the client’s interests first.
How do I know Lloyd Sadd Wealth is the best for me?
We pride ourselves in our outstanding service. The Lloyd Sadd team is committed to transparency and educating our clients on their investments. We understand we may not be a fit for everyone, however, we make it a goal to build honest and reliable relationships with all our clients.
Disclaimer
Dan Brassard is registered to provide investment advice and products to clients residing in the provinces of AB, BC, ON and NS, Investment products, including securities, mutual funds and bonds are provided by Aligned Capital Partners Inc. Lloyd Sadd Wealth is a trade name of Aligned Capital Partners Inc. (ACPI). ACPI is regulated by the Investment Industry Regulatory Organization of Canada (www.iiroc.ca) and a Member of the Canadian Investor Protection Fund (www.cipf.ca). Clients accounts are protected by the Canadian Investor Protection Fund, within specified limits. A brochure describing the nature and limits of coverage is available upon request.