Personalized Financial Advice, Not A Random Hotline
Samuel has been playing soccer for over 20 years. Throughout all times, he enjoys playing in the defensive position. He applies the same vision into his advisory business, where he notices many Canadians are focusing solely on their daily routines but fail to safeguard what they have already built.
Samuel received a Bachelor of Science degree in Economics and Computer Science from the University of Toronto. In 2004, he was employed by BMO Bank of Montreal, where his role was to introduce insurance plans to existing customers. In February 2005, Samuel started his own financial advisory practice to assist Canadians in making the right financial decisions.
Since then, he has helped many people across different industries to grow their investments according to their objectives while protecting their income and assets through proper insurance planning.
To ensure providing the best advice to his clients, Samuel continuously attends financial training sessions, and he has already completed numerous important courses, including Canadian Securities Course (CSC), Canadian Investment Fund Course (CIFC), Branch Manager Examination Course (BM), Life License Qualification Program (LLQP), Ontario’s Mortgage Agent Course (MAC).
For his investment practice, he is working with Investia Financial Services Inc. as an investment fund advisor. You may click here learn more about his investment planning process with clients.
On the insurance side of the business, he partners with Excel Insurance Agency Inc. With the enormous connections through Investia and Excel, Samuel’s clients will have access to financial solutions from many highly recognized companies.
Growing Your Investments
As an investment fund advisor with Investia Financial Services Inc., my mission is to assist my clients in reaching their financial goals. For example, their goal could be to build up emergency savings, funding for their child’s post-secondary education, achieve financial freedom through adequate retirement savings, etc.
By understanding my client’s objectives and risk tolerance, I design a well-diversified portfolio that suits their needs. As part of my commitment to providing excellent service, I review my client’s portfolio and re-balance it as needed on a regular basis.
By being part of Investia, all my clients could have access to investment solutions from a huge number of companies, they include, but not limited to AGF Investments, CI Investments, Desjardins Investments, Excel Funds, Fidelity Investments, Franklin Templeton Investments, IA Clarington Investments, Invesco Trimark Investments, Mackenzie Investments, Manulife Investments, TD Mutual Funds.
Not only that, I work with many Canadian families who are committed to growing their investments in the long run. I’m one of the few advisors who truly specialized in assisting families with disabilities. Through the Registered Disability Savings Plan, I showed many families with special needs how to obtain up to $90,000 of disability savings benefits from the government.
Prepare For The Unexpected
I also partner with Excel Insurance Agency Inc. in providing insurance protection for my clients. As an insurance consultant, my role is to ensure my clients will not incur hefty expenses should unexpected life events occur. I help Canadian families in protecting their assets through the use of different insurance coverage such as life insurance, critical illness insurance, disability insurance, health and dental insurance, travel insurance.
By partnering with Excel Insurance Agency, I have access to financial products from many insurance companies. They include Assumption Life Insurance, BMO Insurance, Canada Life Insurance, Desjardin Insurance, Industrial Alliance Insurance, Manulife Insurance, RBC Insurance, SSQ Insurance, Sun Life Insurance, Unity Life Insurance,