Skip to main content

Sam Salem

Portfolio ManagerInvestment Advisor

  • MBA
  • CFA®

Working together to help you achieve what truly matters to you

TD Wealth Private Investment Advice is one of Canada’s premier full-service brokerage firms.  Our service is designed for those investors who are looking for professional and personalized investment advice while staying involved in all investment decisions.

As an Investment Advisor at TD Wealth, my number one objective is to provide my clients with peace of mind through a holistic wealth management solution that will meet all their current and future financial needs.  I bring a highly skilled approach to financial management which centers on the fine balance between preserving capital and growing it responsibly.

I am committed to providing exceptional service to each of my clients.  The cornerstone of my business is to establish a one on one relationship that is based on trust, communication and a detailed understanding of my clients needs.

Also as a client of Private Investment Advice, you will have complete access to all of the expertise and resources of TD Wealth and TD Bank Financial Group. By working in partnership I will ensure that the appropriate experts are brought in when required, to apply their specialized knowledge to your situation.  This team of professionals will work together to ensure the seamless management of all aspects pertaining to your wealth from your investment portfolio, to estate planning, to your credit and insurance needs.

A combination of experience and educational background make me uniquely qualified to provide my clients with sound financial advice.  Having received both my Master of Business Administration Degree and the Chartered Financial Analyst designation, I am acutely aware of the opportunities and challenges of the constantly evolving financial industry.

My interest in finance had its start in 1990, when I entered the Schulich School of Business at York University.  After completing my MBA in 1992, I continued to upgrade my education through the Canadian Securities Institute. I completed the following courses: Canadian Securities, Conduct & Practices, Derivatives Fundamentals, Canadian Options, Futures Licensing and Professional Financial Planning Course.  In 1999 I started the Chartered Financial Analyst program, receiving my charter in 2001.

ADDITIONAL CONTACT

Toll Free: (800) 229-1965
Fax: (519) 383-8281
Branch Office: (800) 229-1965
Branch Fax: (519) 383-8281

LANGUAGES

English

Please join Amol Sodhi, a senior portfolio manager on the asset allocation team, as he discusses the past week in financial markets, the trending themes that captures our interest today, and the outlook for TDAM Portfolios.

tdam talks with amol s.jpg   

We're redefining private wealth management.

At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you.  You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers.  It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.

REQUEST AN APPOINTMENT

You have questions, I have answers. Let's have a quick chat.

Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

Rate shock rocks stocks: Why markets fear rising rates

Yields on U.S. Treasuries have been rising recently, triggering a sharp selloff in equity markets. Anthony Okolie speaks with Scott Colbourne, Managing Director, TD Asset Management, about what the latest volatility means for your investment portfolio.

Ask MoneyTalk: What happens if I make an early withdrawal from my RRSP?

Making regular contributions to a Registered Retirement Savings Plan can be a great way to build your net worth. But what if you're facing a cash shortfall: Is a withdrawal a viable option? Kim Parlee walks us through some of the hidden costs of early RRSP withdrawals.

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives | 2020, We Hardly Knew Ye

Investors, eager for the spell of 2020 to be lifted, are now turning to a collection of annual outlooks to get a sense of when that's going to happen. Meanwhile, in our little corner of the world, we do our best here to discourage overreliance on such forecasts and instead focus on what we know for sure: how to make decisions when uncertain things occur.

Choose to challenge how financial institutions relate to women

Studies say that women will soon hold the bulk of personal wealth in Canada, but also that they are dissatisfied with how the financial services industry treats them. Kim Parlee talks with Ingrid Macintosh, Executive Sponsor, TD Women and Wealth, about what needs to be done and how TD Bank is meeting the challenge.

The 2021 Money Makeover

Many of us will look back on 2020 as a year of great hardship and we may all be eager to turn the calendar and hope for brighter news for the world in 2021. If your finances took a hit or you want a new start for your money, here are 10 things to consider.

Do you know someone who would benefit from my services?