Founder & CEO, SG Wealth Management Corporation
Sim Gakhar is the Founder and CEO of SG Wealth Management, based in the Greater Toronto Area. She works exclusively with high-net-worth and ultra-high-net-worth business owners, professionals, and multi-generational families – helping them reduce taxes, protect their families, and build enduring wealth through advanced planning and insurance-based strategies.
A bestselling author of the book Roots to Returns, Sim is widely recognized for her ability to simplify complex financial concepts and provide clear, strategic direction to business owners focused on long-term growth. Inspired by her teacher parents, she brings a strong educational foundation to her disciplined and structured approach to planning.
Sim holds an extensive suite of professional designations, including CHS, EPC, CEA, MFA-P, RWM, DMA™, and the prestigious FEA (Family Enterprise Advisor). In her role as an FEA, she advises large family enterprises and family offices on governance, succession, and multi-generational legacy planning – bringing technical depth and strategic insight to every engagement.
Sim served as MDRT Country Chair for Canada in 2023 and 2024 and currently serves as the Global Chair of Ambassadors for the Financial Hall of Fame for 2025. She is also a proud Top of the Table member of the Million Dollar Round Table, representing the top 1% of financial professionals worldwide. In addition, she is an active member of Advocis and CALU (the Conference for Advanced Life Underwriting), two of Canada’s leading industry organizations.
Over the years, Sim has built a thriving, high-impact practice and is sought after for her expertise in tax-efficient planning, corporate structuring, and sophisticated wealth-transfer strategies. Beyond her work with clients, she speaks internationally on advanced planning, family enterprise dynamics, and the power of legacy-driven wealth.