For over 15 years, Sammy has been a financial advisor helping individuals and families achieve their personal and financial goals. He is dedicated to providing high-quality advice and integrated wealth management solutions that simplify and enhance the quality of life for his clients.
Sammy and his team specialize in providing advice on investment portfolios, insurance solutions, tax-efficiency, retirement and estate planning. Sammy enjoys investment analysis and working closely with clients to develop customized portfolios and strategies to match their risk and return objectives.
His education includes a combined undergraduate degree in Mathematics from the University of Waterloo and Business Administration from Laurier University, with an emphasis in finance.
A resident of the Kitchener-Waterloo region since 1988, Sammy, his wife Heather, and son Joshwyn share a passion for skiing, tennis, basketball and spending time with friends and family.