Zak Smith, CPA, CA, CFP, CLU. Manager, Financial Planning at Sagium.
Zak leads a growing team of financial planners who support Sagium’s Wealth Strategist’s in providing comprehensive values-based financial planning to affluent individuals & families, business owners, and professionals. Zak shares Sagium’s core belief that the true impact and value of planning occurs when we connect the “why” to the “how”.
Zak began his career at Deloitte while completing his Chartered Accountant designation. Driven by a strong desire to help people with their finances, he transitioned to the financial services industry and started with Sagium in 2015. Since joining Sagium he has expanded his industry knowledge through the completion of the Certified Financial Planner and Chartered Life Underwriter designations. Recently, Zak has taken some time away from further education to enjoy time with his growing family, including the recent birth of his second Son. He has a strong desire for continuous learning and self-improvement and plans to start his next educational pursuit in the near future.
Zak is a member of the CPA Canada and FP Canada associations, and also volunteers with CPA Canada’s Financial Literacy Program which provides educational seminars and support to Canadians across the country. Zak is a regular attendee at the Society of Trust and Estate Practitioners (STEP) events and has had the opportunity to present on the importance of holistic planning at the Estate Planning Council’s (EPC) Calgary chapter. He is passionate about the continued betterment of the financial planning profession and hopes to continue to contribute his time to this cause throughout his career.
“To be recognized as one of the elite planners on a large stage such as the PlanPlus Global Awards Americas Region in addition to being recognized as the winner of the Canada Awards is a great honor. Entering the competition as a first time competitor, the process and resulting feedback has been extremely valuable. The PlanPlus Awards competition provided insights into how other elite planners are achieving success around the world and has motivated me to continue to improve our own offering to stay on the leading edge of the profession.”