SG Wealth Management - Life Insurance & Investments Advisors - Markham, Ontario

Chris A.

My partner and I needed an expert to guide us through extended life insurance and financial planning after the age of 50. We are both professionals with high incomes and because of past less than desirable outcomes were naturally somewhat guarded. Sim and her team have made all our fears and concerns evaporate. She is the consummate professional. She’s honest to a fault, An absolute expert in her field and does not leave a single stone unturned to get the best deal and best advice for her clients. She went far beyond the reasonable calling of her profession And remain patient and always objective. I will never use another person to give me help and advice in the field of insurance or financial advice again because I have found somebody I truly trust. That trust was earned not easily given. Thank you so much Sim, You have helped our family have Trust again when that is something that has become hard to come by. Dr.Chris Annandale, Alberta

Kjersti H.

Sim has been excellent in providing us with the relevant information as we needed to sort out our insurances. She has been very detailed with the information and we feel very well looked after. She definitely has our best interest at heart. HIGHLY recommend her for your insurance needs.

Olympia L.

My experience with SG Wealth Managemnt, Sim, has been ongoing, very positive and productive. I would recommend this Life Insurance & Investment Advisor.

Flora S.

Sim has been a wonderful advisor for our family! She was very patient when explaining the different types of insurance and asked all the appropriate questions to gain an excellent understanding of our needs and financial goals. She was able to break down complex numbers and ideas in such a way that it was made very clear to us and helped us feel confident in our decisions.
I truly wish that we had met Sim many years earlier, so our family could have gained the benefits of these policies much sooner, but I am grateful she is here to assist us now.
It is never too late to gain the numerous advantages, but of course, the sooner the better!
So, anyone on the fence about the immense benefits to be gained from having someone like Sim and her team on your side and going forward with it, take it from me and just do it now! Thank you so much Sim!

Jerry R.

We have recently begun our business relationship with Sim and have been very impressed with her expertise, efficiency and promptness. She has been personable, willing to hear our questions, research for the answers, and patiently explain them to us until we understood. We would not hesitate to recommend her for insurance and investment advice.

Thank you, Sim.

Jerry & Connie Robinson

M G.

I've had a great experience working with Sim. She is an absolute professional with great & customized insights that helped us plan our insurance and investment coverage decision. I would certainly recommend her not only for that but great and continued support to address any queries later as well.

Thank you Sim! Wish you great success.

Sanveer D.

I had the pleasure of working with Sim on selecting the best life insurance policy fo me. I had met with several advisors prior to meeting Sim and she definitely stands out as one of this best in the space! It’s very refreshing to see how she personalizes her approach to each person/product and makes sure you are well informed and comfortable before making any financial decisions.

She is constantly learning and paying it forward through her involvement and leadership in international community events. I am confident that Sim will help me make decisions in my best interest and I am excited to work with her in the future!

Adil V.

It has always been pleasure conversing with Sim. She is always available, and always happy to provide you the best solution to suit your needs. One thing that makes Sim outstanding at what she does is her deep understanding of various products and how they fit within the goals of the client. It has truly been amazing 6 years since I have known Sim. Not only have I received appropriate coverage, but also was able to set up a plan for estate. Thanks Sim, and to anyone looking for a financial advisor or a estate planner or have any insurance needs, Sim is the person to go to.Thanks Sim.