Experienced Guidance for prosperity and happiness


An experienced investment manager is your key ally in demystifying the complexity of your wealth and clarifying your financial plans. With a disciplined approach and tailored investment strategies, we help you turn your ambitions into concrete actions, aligning every decision with your goals, timelines, and risk tolerance.

More than just technical expertise, we offer a framework of trust and a strategic vision, enabling you to move forward with confidence toward a solid and well-managed financial future.

The Mary Hagerman Group supports you at every step with integrity, expertise, and care, offering personalized investment solutions to meet your needs and those of your family. Together, we build a clear, structured, and sustainable financial path so you can achieve your aspirations with confidence.

Mary Hagerman bio image
Mary Hagerman, M. Sc., FCSI®, CIM®, F. PI
Senior Portfolio Manager Investment Advisor
Vlad
Vladimir Truskov,
B. Comm, CIM®
Associate Investment Advisor
NICHOLAS SARANCZUK
Nicholas Saranczuk
Investment Advisor Assistant

Dynamic thinking makes a difference

We position ourselves as the architects of your financial future. Before every recommendation, we take the time to listen carefully and study your goals. Our rigorously selected strategies are the result of close collaboration and a deep understanding of your reality. Our most effective ideas always stem from this unique closeness we cultivate with our clients.

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Visionary strategists, aligned with you

When it comes to wealth management, we believe it is essential that you can rely on a trusted advisor who offers insightful advice and strategic recommendations. We put all our expertise at your service, meeting with you personally and collaborating with your other advisors to optimize every aspect of your wealth.
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Success belongs to a, class of its own

Your success reflects your ability to distinguish the ordinary from the extraordinary. Our mission: to help you continue this momentum by offering a precise plan, advanced resources, and the support of a seasoned team fully dedicated to maintaining your drive and growing your assets.
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Impeccable attention to every detail

For us, attention is a core value. We offer you a client experience comparable to concierge service, where every detail matters. Thanks to our nuanced and proactive approach, we manage all aspects of your financial life with a constant commitment to excellence and quality.
You cannot be truly happy if you do not have a healthy relationship with money.
MARY HAGERMAN