Skip to main content

Sam Salem

Investment Advisor

  • 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

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.

MoneyTalk Investing

Cut out the noise.
Hear what matters.
Watch our top story now

MoneyTalk Life

Life: your family, money, job, home -- we help you connect the dots.

TD Economics

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

Monthly Perspectives June 2018

Embrace human behavior is the second principal of our Risk Priority Management philosophy, which we define as follows:

Can your kids afford to inherit the family cottage?

Early in their marriage, Pat and Marlene caught the cottage fever after summers of cottaging in rented properties.

Stashing Your Cash

Maybe you’ve checked your cash flow, and identified some extra money in your monthly budget to sock away, or maybe you’ve gotten a commission or bonus from your employer and are looking to put it aside for a rainy day.

Do you know someone who would benefit from my services?