Argosy Securities Inc.

Name: Sanjiv Sawh
Address: 1725 16th Avenue, Richmond Hill, ON, L4B 4N4, CA
Telephone: 416-450-9000

Personalized Investment Advice.

Independent Thinking.

Argosy Securities Inc. is an outstanding team of financial planning experts. We are dedicated to a tradition of creating and improving financial freedom, security, and peace of mind.
Our company is based on two guiding principles:
To achieve superior performance results by creating personalized portfolio strategies that are consistent with our client’s goals and dreams.
To be independent, providing unbiased advice and offering a wide selection of financial services and products.
We know that people benefit greatly when all aspects of their finances are integrated into a financial plan. This process provides a road map that guides you toward the achievement of the goals you have defined and to which you are committed.

TOP 5 REASONS FOR USING ME AS YOUR DEDICATED FINANCIAL ADVISOR

1. Expertise -- Years of experience and highly accredited.
2. Holistic Advice -- Objective advice based on your goals and your financial plan.
3. Tax Minimization – tax planning focus with investment recommendations
4. Personalized service -- Individualized portfolios & financial plans
5. Risk Minimization -- Portfolios are designed with a focus on risk-adjusted returns.

FINANCIAL WORRY IS A LEADING CONTRIBUTOR TO STRESS

In a 2020 report based on a national survey conducted on behalf of Financial Planning Standards Council (FPSC) concluded that:

Just over half (57%) of Canadians surveyed said are confident they will achieve their financial life goals.

Seven-in-ten (71%) have not engaged with a professional financial planner; half of those … say they would use one if they had more money (48%)

Every household should engage with a professional financial planner regardless of the size of their portfolio.

A woman at the office overlooking the ci

WE HAVE YOU COVERED

With Sanjiv, you can build and manage your investments with confidence. We take care of you, making sure your investments are suited to your needs and managed properly. You’ll have total control over your finances, while he helps you monitor and improve your progress.

He can help prioritize your goals, focus on the bigger picture, organize your finances, and worry less about money and your investment portfolio.

Meet Sanjiv Sawh

Delivering Innovative Investment Solutions

Sanjiv Sawh is a highly accredited financial professional, business owner and an experienced educator who is versed in all aspects of financial planning. He is the founder of Comprehensive Wealth Planning Inc. and is a CFA Charterholder, a Certified Financial Planner (CFP) and has his MBA in Wealth Management.

Sanjiv has worked in the financial services industry for over 20 years and is a college instructor who has taught financial planning courses at various colleges for over 8 years. Sanjiv has vast experience working with affluent individuals, professionals and business owners.

Our Products

With Sanjiv Sawh, you can build and manage your investments with confidence. We take care of you, making sure your Equities and Mutual Funds are suited to your needs and managed properly. You’ll have total control over your finances, while he helps you monitor and improve your progress. Contact Sanjiv to learn what he can do for you.

Equities

If you’re interested in building a diversified portfolio of stocks, bonds, or short-term investments, investing or trading in equities is a great option to consider. Sanjiv Sawh covers a wide range of investment options and the risks of each. We educate and guide our clients to make smart decisions involving Stocks. Contact us to learn more.

Alternative Investments

Sanjiv Sawh offers a wide array of market investing opportunities. We work with some of the most important global markets and we offer our clients a powerful combination of analytical tools, low and flexible commissions, and rapid order execution.

As your financial status and priorities change, your fiscal plans will naturally change as well. Our goal is to make sure you’re taking an active role in managing your investments.

Mutual Funds

Sanjiv Sawh helps you buy and sell Mutual Funds as a way of leveraging your portfolio and hedging your investments. We offer low trade pricing as well as sophisticated analysis tools and fast and reliable data. Want to learn more about Mutual Funds? Contact Sanjiv today, and we’ll be happy to answer any questions you may have.

Services We Provide

Covering All Your Needs

Portfolio Analysis

Using our Portfolio Analysis services is a great way to stay on top of important financial decisions. We’ve got extensive knowledge and experience in managing your goals for the best financial outcome.

Customized portfolios created using various securities:

Initial Private Offerings (IPOs)
Alternative Investments & Hedge Funds
Exchange-Traded Funds
Mutual Funds
Pooled Funds
Institutional Style Investments

Investment management that looks at risk-adjusted returns with lower fees.

Portfolios should be constructed with a focus on cost and risk-adjusted returns consistent with your risk tolerance and goals.

Customized Financial Solutions

As your financial status and priorities change, your fiscal plans will naturally change as well. Our goal is to make sure you’re taking an active role in managing your investments. Make sure you understand everything and get started today with our 24/7 customer service.

Investment Accounts
Registered Retirement Savings Plans (RRSPs /LRSPs)
Registered Retirement Income Funds (RRSPs/LIFs)
Registered Educational Savings Plan (RESPs)
Registered Disability Savings Plans (RDSPs)
Individual Pension Plans
Informal Trust Accounts
Tax Free Savings Accounts

Comprehensive Financial Planning

We help all of our clients with Investment Advising based on the leading principles of the market and its nuances. Outcomes are extremely diversified, and it’s crucial to learn how to optimize in order to maximize gains and cut financial losses. Learn more about what we can do for your finances - we’ll be happy to assist you through the entire process.

Debt and Cash Flow Management
Retirement Planning
Estate & Business Succession Planning
Tax Planning
Investment Management
Corporate restructuring
Group Benefits
Risk Management & Insurance
Financing options
And more...

You will receive a thorough mortgage analysis from our debt specialists on your existing mortgage, potential refinance, or purchase, ensuring you are making the most of all available options.

GROW, MANAGE & PROTECT

Sanjiv is a registered representative with Argosy Securities (www.argosysecurities.com). Argosy Securities is a boutique investment firm that is uniquely affiliated with a sister company Keybase Financial, as Mutual Fund Dealer together providing investment services to Canadians for over 20 years.
Argosy Securities uses Pinnacle Correspondence Services wholly owned by Canaccord Genuity, a global and publicly listed investment firm. This affiliation provides you with industry-leading research, efficient settlement & clearing, and access to unique initial public offerings.

INDEPENDENT THINKING

Everyone wants the peace of mind that comes from knowing their investments are on track to meet their long-term financial and retirement goals.

At Argosy, we take tremendous pride in our independent thinking that sets us apart from the other financial institutions. Our investing mantra has always revolved around unbiased analysis of the market without becoming swayed by the common consensus. We use this expertise to remain focused on our goal to increase the wealth of our clients.

PERSONALIZED INVESTMENT ADVICE

Before we recommend any investment, we consider the current economic conditions, the outlook for that asset class or type of security and how this investment fits within your portfolio given your objectives and risk tolerance. For equity investments, we focus primarily on the philosophies, experience and track record of the management team. With fixed income investments, we look for the best yield available for a given quality of security. We strive to obtain the most appropriate investment vehicles to meet your objectives.

FRESH PERSPECTIVE

Our Wealth Building Strategies will help you to build your personal wealth creation by providing you with a broad range of product choice, expert advice, as well as core and trading portfolio selection.

Some major investor concerns include:

How do you build wealth while keeping the big picture in mind as well as providing adequately to your current needs?
How can I obtain the highest return with minimum risk?
How can I protect both principal and profits?
What can I do to build wealth and add value to my investment portfolio moving forward into the future?