Sam has the knowledge and experience necessary to provide clients with effective tax-sheltered investment, insurance, and estate planning strategies designed to address the many long-term goals and objectives identified in the financial process.
Prior to starting his own financial consulting practice, Sam served doctors in British Columbia as an Insurance Consultant with MD Management Ltd. Sam was also an authorized agent for the Canadian Bar Insurance Association providing life and disability insurance planning to lawyers for 15 years.
Sam has also served as an Education Director of the Lower Mainland Chapter of the Chartered Life Underwriters Association and has recruited many advisors to his own mutual funds’ branch when working as a branch manager with Portfolio Strategies.
As a self-employed financial advisor, Sam offers his clients unbiased & independent financial advice. When you deal with a bank advisor, to whom must that advisor be loyal – to you or their employer? . . . I’m trying to say that all bank advisors are employees and must be loyal to their employer first, whereas, as an independent self-employed advisor, I am loyal to my clients first as they are the ones who hire me or fire me – so are more truly my employer. I am not a big bank employee, I am loyal to my clients first, as they are the ones who trust me, employ me & depend on me to help solve problems.
About our Team approach
To meet the increasing need to integrate tax favorable investments, insurance programs, mutual funds and group benefits into a comprehensive financial document, Sam will often team up with other financial specialists to better serve the diverse goals and objectives that are of major concern to clients today.
Sam offers his clients the choice of receiving services on either a commission basis or a fee for service basis. Clients can choose between unbiased advice or the simple and affordable implementation of effective financial product solutions.