Blending Tradition with Strategy to Build Generational Wealth

With a legacy of trust and innovation, SG Wealth Management® proudly serves over 4,000 clients nationwide—making us one of Canada’s premier financial planning firms.

Book Now

About Us

Hello, nice to meet you!

I'm Maithely Navaneethan

I am the Country Chair for Million Dollar Round Table (MDRT), which is the The Premier Association of Financial Professionals. It is a global, independent association of the world's leading life insurance and financial services professionals. I'm proud to represent Canada as a Country Chair. I am also an active member of Advocis, the Financial Advisors Association of Canada, and CALU, the Conference of Advanced Life Underwriting.

I love to give back to the industry and speak at various industry platforms all over the world by sharing my knowledge with fellow advisors.

Read More

I empower ambitious professionals and business owners to grow their retained earnings tax-free, preserve and pass on greater wealth to future generations, and safeguard their most valuable asset — themselves

Hi there, I’m Maithely Navaneethan— your trusted wealth strategist!

Successful self-employed professionals and business owners are often too busy running their business to focus on growing it. I help them stay focused on the bigger picture — building tax-free retained earnings, passing on more wealth, and protecting their greatest asset: their family.

As the Country Chair for Million Dollar Round Table (MDRT) — the premier global association of top financial professionals — I’m honored to represent Canada and stand among the world’s leaders in life insurance and financial services.

Opening

A small river named Duden flows nearby, enriching the land with essential resources — creating a haven of tranquility and life.

Opening Times

  • Monday-Friday
  • 8.30am – 5.30pm
Know More

Call for us !

+1 514-952-8482

The quest for eternal youth has been a part of human imagination since time immemorial, a timeless pursuit of the unattainable.

Know More

Subscribe Here

Our Services

Wealth Management

We believe wealth maximization goes beyond simply accumulating money it’s about building a life defined by abundance, security, and freedom. Our personalized strategies are crafted to help you grow your wealth, reduce tax liabilities, and reach your long-term goals, all while freeing you to focus on what truly matters.

Insurance Planning

Using life insurance as a wealth accumulation tool offers distinct advantages blending the protection of a death benefit with the potential for tax-advantaged growth and long-term financial flexibility.

Retirement Planning

We believe true wealth maximization goes beyond simply accumulating money it’s about creating a life of abundance, security, and freedom. Our customized strategies are designed to help you grow your wealth, reduce your tax burden, and achieve your long-term objectives, all while giving you the freedom to focus on what matters most.

Estate Planning

We simplify estate planning to ensure your assets are protected, your loved ones are provided for, and your wishes are fully honored. Our personalized approach helps minimize taxes, streamline the transfer of wealth, and deliver lasting peace of mind so you can focus on living life to the fullest.

Tax Minimization

We go beyond one-size-fits-all tax advice taking the time to understand your unique financial situation, business objectives, and family dynamics

Corporate Surplus

We help businesses like yours maximize profitability, reduce costs, and build lasting financial resilience. Whether you're aiming to streamline operations or diversify revenue streams, our expert strategies are designed to drive sustainable growth and long-term success.
K. K. Dokania WordPress Dev.

A small river named Duden flows by their place and supplies it with the necessary regelialia. It is a paradisematic country, in which

Amelia Ava WordPress Dev.

A small river named Duden flows by their place and supplies it with the necessary regelialia. It is a paradisematic country, in which

Lucy Evelyn WordPress Dev.

A small river named Duden flows by their place and supplies it with the necessary regelialia. It is a paradisematic country, in which

About

Committed to providing reliable, personalized insurance solutions - protecting what matters most, every step of the way.

Company

Quick Links

Contact

+1 514-952-8482

example@email.com

6391 Elgin St. Celina, Delaware 10299