Byte Sized - Recent Posts

Charitable Planning

Nov 16, 2020 | Sam Rook

A novel philanthropic idea?

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Digital Estate Planning

Oct 23, 2020 | Sam Rook

Byte Sizes Episode 13

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Portfolio Longevity

Oct 16, 2020 | Sam Rook

How long should your portfolio last?

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Sam Rook

Associate Portfolio Manager & Wealth Advisor

416-842-7042 | Email me

I am a Toronto-based Associate Portfolio Manager and Wealth Advisor with RBC Dominion Securities. I help people plan, protect and invest for all their financial goals.

I have worked in wealth management for over 15 years and help business owners, foundations and high net worth families across Canada. With a strong focus on financial planning as the foundation for every part of a client’s financial life, I am committed to helping you meet your goals now and in the future.

I strongly believe that having a long term and global focus for your investment portfolio can make all the difference in helping you reach the goals that matter most to you and your family.