Making sense of your financial health in today’s ever-changing financial markets isn’t easy. Having the right plan and perspective on where the markets are going – and how that affects your portfolio – is essential to succeed as an investor.

I provide portfolio management expertise for select families, foundations, executives and business owners.

Services include:
  • Portfolio Management
  • Advisory Services
  • Business Wealth Management Solutions
  • Family Wealth Management Strategies - Living trusts, estate planning, charitable giving, income splitting to maximize tax-efficiency for today and tomorrow

Learn more about who we help.
Learn more about what we do.

My Team

Sam Rook - Investment  & Wealth Advisor, CIM

I have worked in wealth management at RBC Dominion Securities 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. I offer my services on a fee only basis either through our Advisor Program or our discretionary Private Investment Management Program. I am an Associate Portfolio Manager and Life Insurance licensed in Ontario.

I live in Mississauga with my wife, Celyne, and our two young children.

Chelsea Ricchio - Associate

Chelsea joined our team in February 2019 and is your first point of contact. She is your go-to for all things account administration and will make sure that you get what you need, when you need it.

 

My Extended Team

advisor

Vice-President, High Net Worth Planning Services, RBC Wealth Management


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Financial Planning Specialist, RBC Wealth Management


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Vice-President & Will & Estate Consultant, RBC Wealth Management


advisor

Vice-President & Estate Planning Specialist, RBC Wealth Management Financial Services Inc.