Insurance Review
Free analysis of your coverage needs. We identify gaps and show you how to potentially save thousands annually. No cost to you.
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Sam Sehgal
Wealth · Insurance · Nobility · Security
Free Expert financial consultancy for your life goals and legacy
Get a clear and accurate analysis of your financial situation—completely free for you. We earn commissions from brokers, not from you. Sam shows you a step-by-step plan to get out of debt years faster, potentially save thousands in interest, shave years off your mortgage and debt payments, and start living better. No hidden fees. No obligation.
Free for Clients
Broker-Funded Model
Fiduciary Care
Services
Free for you. We earn from broker commissions, not client fees. Top-quality service with transparent, aligned interests. Your best interests come first.
Investment Strategy
Evidence-based portfolio construction aligned to your goals, timeline, and risk. Completely free for clients.
Learn moreFinancial Planning
Comprehensive debt reduction, retirement, education, and legacy planning. Free consultation, no hidden costs.
Book free consultationWhy choose Sam?
Free for clients. Funded by brokers. Sam brings knowledge, experience, and passion to ensure the needs of every client are met. He specializes in building holistic financial plans for individuals, businesses, and families.
As an executive leader and mentor, his focus on training and developing leaders in business spills over into every client relationship—building financial foundations that empower you today and leave a legacy for tomorrow.
10+
Years Experience
5.0★
Client Satisfaction
$50M+
Assets Guided
1
Debt
Get out of debt years faster and save thousands in interest.
2
Savings Plan
Set up proper saving plans for retirement, education, and future goals.
3
Insurance
Establish proper coverage amounts and protect what matters most.
Our Competitive Advantage
Evaluate the advisor the way we evaluate great businesses—by their enduring edge.
Alignment
We align our interests with yours to minimize conflicts and pursue optimal outcomes.
Transparency
Honest about returns, risk, fees, and capabilities—so you always know where you stand.
Service
Top‑quality, responsive service that puts your best interests first, every time.
How we manage your assets
We follow the guidelines of academic theory.
Our investment process is grounded in the work of leading researchers: Markowitz, Sharpe, Tobin, Fama, French, Black, Treynor, Kahneman, Brinson, Malkiel, Bogle, Ellis, Swensen, Samuelson.
Speak with an advisor- Diversification and risk management
- Factor‑based tilts where appropriate
- Tax‑aware implementation
- Long‑term discipline
Client Reviews
What clients are saying
AH
Asaf Halperin
Executive Director★★★★★
“Brilliant advisor—knowledgeable and professional. Always has his client's best intention at heart.”
MF
Marny Florence
Founder, @realtalk.community★★★★★
“Sam is so patient and smart. He cares deeply for each client—personable, trustworthy, and effective.”
GS
Gautam Shah
Business Owner★★★★★
“Bank advice wasn’t advice. Sam mapped a plan to achieve our short and long‑term goals. A passionate educator.”
SS
Shelden Smollan
CXO★★★★★
“A uniquely enthusiastic, customer‑centric team. The story was so compelling I joined as an executive.”
AH
Asaf Halperin
Executive Director★★★★★
“Brilliant advisor—knowledgeable and professional. Always has his client's best intention at heart.”
MF
Marny Florence
Founder★★★★★
“Sam is so patient and smart. He cares deeply for each client—personable, trustworthy, and effective.”
GS
Gautam Shah
Business Owner★★★★★
“Bank advice wasn’t advice. Sam mapped a plan to achieve our short and long‑term goals. A passionate educator.”
SS
Shelden Smollan
CXO★★★★★
“A uniquely enthusiastic, customer‑centric team. The story was so compelling I joined as an executive.”
Join the team
Experior is positioned to be the insurance/investment powerhouse of the future—Brand, Timing, Ownership.
Apply nowUnique Tri‑Brid Model
Combining the best of captive companies, the broker world, and network marketing to create a genuinely unique MGA that works for both clients and agents.
FAQ
If you can’t find what you’re looking for, don’t hesitate to contact us.
Is there a discount available for the provincial licensing course?
Yes. When you sign up with us there will be a discount code you can use for your course.
Can I become a licensed insurance agent and work part‑time?
Yes. Many associates start part‑time and transition as their practice grows.
When did you open in the USA?
Experior expanded into the USA after establishing a strong Canadian footprint. Contact us for current openings.
Do you have a client management system?
Yes. We provide tools and support including a full client management platform.
How do I become an Experior Associate?
Reach out via the contact form below and we’ll guide you through licensing and onboarding.
Send a message
and I’ll get back to you shortly.