For Sam Platel, listening is the most important skill he can offer independent advisors. Sam takes the time to ask meaningful questions to uncover what really matters for each advisor. His objective is to anticipate their needs and deliver an outstanding level of service. Sam is passionate about helping advisors achieve their unique definition of success.
Sam’s unique expertise includes cross-border financial planning. Having worked with high net worth clients in both Canada and the United States, Sam has extensive experience in developing comprehensive financial plans covering the following topics: estate planning, risk management, retirement planning, cash flow, and investment.
In addition to having the Financial Planner designation (Pl.Fin.) and his CLU designation, Sam is also a CFA level two candidate.