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.

As a self-employed Certified Financial Planner, Sam offers his clients unbiased & independent financial planning advice.

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 plan, Sam will often team up with other advisors to better serve the diverse planning goals and objectives that are of 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 planning advice or the simple and affordable implementation of financial product solutions.

Sam has earned the following industry designations: