Located in North York, Wagman and Daghlian Wealth Management Group has a primary focus of providing specific and personalized comprehensive wealth management strategies to high net-worth individuals, families and business owners.

By working in collaboration with our in-house experts, our mission is to provide comprehensive wealth management services to our clients. Using a process that first looks to understand the goals our clients have, and in working with our external team members, we create a personalized service plan that addresses communication, personal financial planning, insurance, and will and estate planning.

Among the individuals and families we work with, our clients include a number of business owners who are looking for an inter-generational wealth planning strategy, and a number of our clients also include high net-worth individuals and executives who require assistance with their personal and financial needs and are looking to protect, enhance, enjoy and transfer their wealth.

To learn more about how we work alongside our clients to help them achieve their financial goals:

Raffi Daghlian

Raffi Daghlian, CFP, CIM

Portfolio Manager & Wealth Advisor

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Sean Wagman

Sean Wagman, MBA, CFP, PFP, FCSI

Senior Portfolio Manager & Wealth Advisor

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Living Well in Retirement

Whether you're years away from retiring, close to retirement or already retired, a comprehensive plan and expert advice are critical in building and protecting your retirement dream. It’s my job to make sure you feel comfortable transitioning to this part of your life.

Retirement Planning

Estate Solutions

A Will and estate plan can be more than a set of directions for executors and loved ones; our proactive estate planning can provide the peace of mind knowing that your wishes will be carried out and your loved ones taken care of.

Estate Solutions

Optimizing your Business

Every day, you make crucial decisions affecting the financial health of your business. And you know how important it is to have the best possible services and products to help effectively manage your finances. Making the right financial decisions is a big responsibility —and we can help.

Business Owners

Creating your Family Legacy

When you’ve worked hard your entire life to create and preserve your wealth for your family. We can help you with strategies and solutions to transfer it to your next generation, thus creating your family legacy.

Family Planning