Sam Salem
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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
MBA
CFA®
Languages
English
Your Goals, Our Priorities
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
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.
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Money Talk
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Money Talk
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Gearing up for 2024: Tax and rule changes coming in the new year
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Gearing up for 2024: Tax and rule changes coming in the new year
As 2023 draws to a close, there are some key changes coming that investors may want to prepare for, including an increase to the TFSA contribution limit for 2024 and adjustments to the Alternative Minimum Tax system. Nicole Ewing, Director, Tax and Estate Planning at TD Wealth, discusses what to expect with MoneyTalk’s Greg Bonnell.
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Federal Budget 2023: What you need to know
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Federal Budget 2023: What you need to know
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Michael Craig on key investing themes to watch in 2024
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As inflation trends lower, financial markets are betting that interest rate cuts may not be far behind. Michael Craig, Head of Asset Allocation at TD Asset Management, discusses the outlook for rates and markets in the year ahead with MoneyTalk’s Greg Bonnell.
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