Sam Salem, Investment Advisor,Sarnia, ON

Phone

Office

Mobile

Office Location

1210 London Road Sarnia, ON N7S 1P4. map

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 a Senior Investment Advisor at TD Wealth, my number one objective is to provide my clients with financial confidence 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 TD Wealth Private Investment Advice, you will have complete access to all of the expertise and resources of TD Wealth and TD Bank Group. By working in collaboration I will ensure that the appropriate TD specialists 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.

Phone

Toll Free

(800) 229-1965

Fax

(519) 383-8281

Branch Phone

(800) 229-1965

Branch Fax

(519) 383-8281

Certificates

CFA

MBA

Languages

English

Your Goals, Our Priorities

We will work together to help you manage, grow, and protect your wealth. Our tailored services are designed to help meet your unique goals and priorities - no matter how complex they are.

We'll help you identify your priorities and create a plan to address your specific needs. We can help with:

Protecting your assets
Maximizing your charitable giving
Finding tax strategies and solutions
Arranging your estate and trust planning

Our Services

Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.

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Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning

What We Do

What to expect when working with us

Initial Discovery

Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.

Seamless Onboarding

We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.

Proactive Reviews

Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.

Polly – Moving forward with the right financial plan

Empowering Polly to achieve financial success

When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.

Nick & Justina – Business owners teaming up with TD Wealth

Putting finances into perspective

As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.

Tailored Solutions

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

Women and Investing

Women and investing Wealth is about much more than just numbers and figures. It’s about having the power to do what’s right for you and your family, the freedom to fulfill your dreams, the flexibility to invest in your business and the assurance that you’re prepared for life’s ups and downs. Our aim is to protect and grow your wealth and help you make informed decisions throughout your life.

Retirees / Pre-retirees

Multi-Generational Family

Entrepreneurs / Business Owners

We have helped entrepreneurs make sense of the world’s ever-changing financial markets and adopt tax-effective strategies that will help them reach their goals. Whether you are a young entrepreneur with an aggressive growth target or a seasoned business owner who wants to preserve your assets, generate retirement income and develop a sound succession plan and exit strategy, you have worked hard to build your enterprise. One of the most rewarding aspects of our work is helping business owners like you to enjoy the success of all your hard work.

Your unique goals

You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.

Let's Connect

Your Goals, Our Priorities

Our Services

Investment planning is one of our key strengths and the cornerstone of every wealth strategy

For many, estate planning and preparing for a transfer of wealth can be a difficult subject to discuss.

Transfer your wealth tax-efficiently and according to your wishes with an estate plan.

Retirement is a goal that nearly everyone strives for. However, many have not fully thought through what their retirement will actually look like from a financial perspective. We can help with this.