Sagium Corp.

Sagium Corp. provides a thorough set of financial services focused on wealth management, estate planning, and corporate governance to support clients in achieving their financial goals and ensuring asset protection. Sagium Corp. , established in 2005 by by co-founders Rick Green and John Green, is a financial services firm based in Calgary, Canada, specializing in wealth management and estate planning.

In May 2025, Westland Insurance Group Ltd. , a portfolio company of BroadStreet Partners, Inc. , all the PE investors of BroadStreet Partners, Inc. , acquired Sagium Corp.

Sagium Corp. specializes in a comprehensive suite of financial services aimed at enhancing wealth, health, estate planning, and corporate governance. Its core offerings include wealth management, financial planning, retirement and pension strategies, estate and philanthropic planning, and employee benefits consulting. These services are designed to address the complexity of individual financial situations and to provide tailored solutions that safeguard assets while promoting financial independence.

Sagium serves a diverse clientele that encompasses individuals seeking to manage their personal finances, families planning for future generations, and corporations looking to optimize their employee benefit structures and succession strategies. The company's primary markets extend beyond Calgary and include various regions across Canada, catering to clients who seek a proactive approach in managing their wealth and health. Sagium Corp. generates revenue through a combination of service fees and consulting arrangements, structured to align with the specific needs of its clients.

Transactions primarily occur on a fee-for-service basis, where clients engage with Sagium for customized financial strategies and ongoing management of their wealth and estates. The company’s revenue model includes subscription-based services for continuous financial advisory and management, along with one-time fees for specialized planning sessions. While specific pricing plans for individual services are not disclosed, each service category—such as financial planning and estate management—likely involves standardized pricing structures that reflect the complexity and scope of the services provided. Sagium's commitment to philanthropy, which entails annual donations regardless of profit, is a key aspect of its business ethos, reinforcing its reputation within the corporate and local communities.