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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 planning process.
Mutual funds products are offered through Portfolio Strategies Corporation. Mutual funds and exempt market products are sold exclusively by Representatives who are licensed by provincial regulators and registered with Portfolio Strategies Corporation. Commissions, trailing commissions, management fees and other expenses may be associated with mutual fund/exempt market product investments. Please read the Fund Fact or prospectus carefully before investing. Mutual fund and exempt market product investments are not guaranteed, their values change frequently, and their past performance may not be repeated.
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