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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.

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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.

Investing in pandemic-driven tech trends that are here to stay

The pandemic has brought a surge in certain technology trends. With vaccines now in sight, which pandemic-driven tech trends may have staying power? And how can investors continue to ride the wave? Kim Parlee speaks with Vitali Mossounov, Global Technology Analyst at TD Asset Management.

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President-elect Joe Biden campaigned on a tax policy platform that would raise tax rates on wealthier Americans. Chris Gandhu, a High Net Worth Planner with TD Wealth, talks to Kim Parlee about what changes may be in store and how Canadians with assets in the U.S. can prepare for them

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MoneyTalk - Questions investors are asking amid the COVID-19 pandemic

Anthony Okolie recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation between Kim Parlee and Brad Simpson, Chief Wealth Strategist, TD Wealth, about the recession, recovery, and finding a bottom for the market.  

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