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Why Me?

Sam believes the best financial advice starts with a deeply personal relationship. He brings clarity and simplicity to his client's complex personal and wealth situations, by providing total wealth management & family office services. Just as importantly, he listens. Conversations about wealth are often conversations about family and what matters most, and Sam aims to bring a warm, calm, and steady presence to educate and support his clients through life's toughest situations.

Experience

Sam has spent almost a decade in institutional investment management. After years of advising leading global institutions that manage wealth, Sam was drawn to bringing his institutional expertise to working directly with families and individuals to help them build and protect their wealth.

He started his career in equity research and then moved into global investment management consulting, where he advised some of the world's largest hedge funds, pensions, asset managers, and wealth management firms on achieving their strategic objectives and delivering the best possible end client experience. He went on to establish and grow the Canadian office of a leading global investment management consultancy, where he was the first Canadian employee and built the team to 12 people in under a year. His last consulting engagements were advising a leading Japanese asset manager and a top Canadian pension fund.

Personal Life & Hobbies

Prior to his professional career, Sam was a National Champion in Flatwater Sprint Canoeing and represented Canada at an Olympic Hopes competition in Hungary. Sam still enjoys coaching dragon boat teams, and volunteers his spare time to support the growth of his Canoe Club in Mississauga.

Sam is a graduate of the Ivey Business School at Western University. He lives in Toronto and spends his free time running, cooking, listening to finance podcasts, and walking his dog Maeve with his fiancé, Jamie.