Growing up in an entrepreneurial family and working alongside his father, Samuel noticed how much his family struggled to develop and manage their financial portfolio. This provided him with a very unique approach to wealth management and the desire to devote his career to helping individuals create and maintain portfolios that can ensure financial security, and also remove the burden of financial planning.
Because of his family’s background of being owners, Samuel has extensive knowledge and hands-on experience in building and running a successful business. In every family, the situations are not always the same, but every family needs someone to put that roadmap together so that we can synergize and create long term harmony.
This insight has allowed him to better understand how to help business owners build wealth, minimize taxation, and implement key strategies that can convert a prosperous business into a financially rewarding retirement.
Samuel applies this comprehensive wealth management philosophy to all his clients including individual investors, families, business owners, and organizations. They appreciate his in-depth approach, cohesive strategies, and caring manner.
Samuel graduated from the DeGroote School of Business at McMaster University with a Bachelor of Commerce degree. He received a Masters of Business Administration from the Frank G. Zarb School of Business at Hofstra University in Long Island, New York. Prior to joining RBC Dominion Securities, Samuel was a Commercial Banker with another leading Canadian bank.
On a personal side, Samuel resides in midtown Toronto with his wife, Jennifer and their two children. He is an active squash and tennis player.
Making the best financial decisions today requires a team approach of financial advisors, accountants and lawyers working collaboratively in order to help their clients achieve success.
