Sam Salem
Portfolio Manager
Senior Investment Advisor
CFA
MBA
Working together to help you achieve what truly matters to you
Phone
Office Location
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
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
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
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
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
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.
Trending Articles
Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.
Estate planning misconceptions: Why a Will may not be enough
Article
Estate planning misconceptions: Why a Will may not be enough
Estate planning is often thought of as simply having a Will in place for the end of life. But Mindi Banach, Tax and Estate Planner at TD Wealth, says an estate plan can do much more: it can help create a plan for your loved ones and clarify the legacy you want to leave behind. She also shared what to consider when getting started.
Cottage succession: How to pass on a legacy and not potential complications
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Cottage succession: How to pass on a legacy and not potential complications
A cottage can be a meaningful legacy, but passing it on raises key questions around ownership and logistics. Nicole Ewing, Principal, Wealth Planning Office, TD Wealth says early conversations on taxes, usage and shared responsibilities are important along with understanding fair market value, adjusted cost base and family intentions.
Health-care costs?
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Health-care costs?
You planned for retirement. Did you also plan for health-care costs? Some health-care expenses may not be covered in retirement. Here’s how to think about those costs before they affect your plan.