Sam began his financial career in 1989 with a major Canadian chartered bank in Toronto. He is licensed as a Portfolio Manager in both Canada and the United States. His first work experience in financial services was as a student with Calvin Bullock Limited in Montreal in the 1980s.
Through the decades he has built up a business with his brother and business partner Jason, that is both client focused and relationship based. They and their team of dedicated financial professionals work hard to assist their clients with their financial objectives.
Sam has been involved with many civic causes and activities over the years, and has been a Trustee of Stanstead College since 1995 . Sam is bilingual (English and French). He has commented on the financial markets on CBC television and resides in Toronto with his family.
Testimonial:
"Sam has been a trusted advisor for over 15 years, providing sound financial guidance to myself, my parents and other family members. As a client, I know that he is focused, and committed to optimizing my investments. We have deep respect for his expertise, professionalism and the outstanding advice and service that he provides to each of us. I would not consider entrusting my financial affairs to anyone else." B.F. (client, Toronto)
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