As an Investment Counsellor with RBC PH&N Investment Counsel, Sam provides comprehensive discretionary investment management exclusively to high-net-worth families, businesses, trusts and foundations.
Working together with Sam, clients are able to simplify their lives by delegating their day-to-day investment decisions to him and his highly-qualified team so that they are free to focus on their personal, financial and business priorities.
By employing an in-depth discovery process, Sam is able to gain a deep understanding of his clients’ goals and objectives in order to build customized investment and wealth management solutions tailored to their complex tax, estate planning and multi-generational transition needs. In addition, he works with his clients’ external advisors, while drawing upon an in-house team of tax, estate and financial planning specialists to deliver a truly comprehensive wealth management approach.
Sam joined RBC PH&N Investment Counsel in 2010 and has over 15 years’ experience in the investment industry. Prior to joining the firm, he worked with an international wealth management firm.
Originally from the North Okanagan, Sam graduated from the University of British Columbia with a Bachelor of Business Administration Degree. He is a CFA Charterholder and member of the CFA Vancouver Society. Outside of the office, Sam is an avid golfer and is also actively involved in coaching sports and recreational activities for his two young children.
