With all the tough news coming out, we want to share a moment of positivity with our clients and networks. Sagium has been chosen as the winner of the Workplace Excellence Award at the United Way Community Impact  Awards. This award celebrates noteworthy campaigns that demonstrated industry excellence by exhibiting strong management support, a significant increase in both Leadership giving and total donations, a surge in employee involvement and/or has taken a fresh and innovative approach to their United Way campaign.

Sagium has been involved in workplace campaigns with the United Way for many years now as supporting our community has always been a core value, and helping the United Way to help other Calgarians has been a great way to make an impact. We are honoured to be selected as an award winner, and excited to continue the work in our community.

The season of giving is upon us, and like many individuals, you may be beginning to think of causes that are important to you or how you’d like to give back this holiday season. Charitable organizations have most likely started running their campaigns in which organizations and individuals can support through donations of time, money, or wisdom. Whether you have a cause that is important to you or you’re not sure how much you can afford, it’s essential to take steps to determine how much you can contribute. 

At Sagium, we believe that the first step in determining what to give back is understanding what you and your family require for financial security and what amount can be allocated to the community or the greater good. Depending on your age and stage in life, this may be as simple as working through a budget exercise. Excess dollars can be contributed on a monthly or annual basis and can be adjusted just as easily. 

Depending on your situation, you may want to take a bigger picture approach. If you’ve accumulated wealth in your lifetime, financial planning may reveal that much of what you have built is not required for your financial independence. Rather than donating from cash flow, you may consider donating wealth that you have built within an investment portfolio, life insurance policy, or other assets. Donations can be made in your lifetimes or by Will at death.

The most common beneficiaries of excess wealth are surviving family members and the taxman. Of course, no one (that we know of) has ever named the CRA in their Will or as a beneficiary on their life insurance policy or RRSPs. Unfortunately, in the absence of proper financial planning, a disproportionate amount of your wealth may end up going straight to taxes. A trusted advisor who understands your objectives and the tax, legal and financial implications of different strategies will help to make sure that you don’t miss out on any opportunities. Check out some common charitable gifting strategies from our recent Insight update.

Once you understand the requirements for your financial independence, you can consider how and how much to allocate to charitable causes. If you are looking to be more active in your contribution, donating your time and wisdom to a charitable organization or foundation might be the right approach.  Or, if you have accumulated wealth in your lifetime, you may look to identify a cause and use donor-advised funds or other financial tools to direct your financial contribution to where you believe it will have the most impact.

Living in Canada, most of us have access to necessities and luxuries; however, there is also a great need both locally and globally. If you wish to understand your financial independence so you can plan ways to contribute to a better world, please reach out to one of our Wealth Strategists, who will be happy to start you on your philanthropic journey.

When it comes to you and your family's health, fast access to the best medical care matters now more than ever. In this webinar, we spoke with Dr. Rene Sotelo of the Keck School of Medicine of USC as he took us through the groundbreaking advancements in Robotic Surgery.

The advancements in medical technology and treatments across the globe are making a significant impact on how certain conditions and diseases are diagnosed, treated, and prevented. Sagium has relationships with organizations like VUMI® Canada who provide access to new medical technologies not yet available in Canada, such as certain cancer drugs and biological treatments already in use in the United States. As a Canadian, having access to experts and treatments at the right time can be crucial. Often, we may spend more time in line than in treatment. International health insurance plans are available to Canadians seeking to upgrade their healthcare options locally, in the U.S., and worldwide.

One breakthrough treatment that is changing medicine is Robotic Surgery. One of the most expert and experienced laparoscopic/robotic surgeons is Dr. Rene Sotelo of USC's Keck School of Medicine. In addition to being a pioneer in robotic surgery in urology, benign prostate enlargement, and inguinal lymphadenectomy for cancer, Dr. Sotelo has helped to devise the single-port "belly-button" and natural orifice surgical concept. Having handled more than 2,300 cases personally and being a recipient of over 30 awards, Professor Sotelo is among the most experienced laparoscopic and robotic surgeons globally. We are very pleased to have welcomed Dr. Sotelo to our webinar to educate us on the advancements in robotic surgery and to demonstrate how Canadians can access experts like him. 


Let us help get you out of line and into care.

WEBINAR:  Operating From the Future: Robotic Surgery with Dr. Rene Sotelo

United Way Community Impact Awards

Related Insights

Tis' the Season of Giving

WEBINAR: Operating From the Future: Robotic Surgery with Dr. Rene Sotelo

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