Senior Wealth Advisor & Portfolio Manager
Sam leads his team by example, demonstrating honesty in every instance and never failing to put his clients’ interests first. He feels blessed to have been given the opportunity to make a real difference in the lives of the people he works with. Sam asks his clients to be upfront, and he returns the favour. Through easy communication, he earns trust, thoroughly understands objectives and strategically builds each portfolio. In his day-to-day role, he collaborates with Radia Wealth’s professional partners to develop his clients’ wealth while he moves the business forward and furthers his extensive knowledge.
Sam holds designations as a Chartered Financial Analyst (CFA), Fellow of the Canadian Securities Institute (FCSI) Certified Financial Planner (CFP), Certified Kingdom Advisor (CKA), Chartered Investment Manager (CIM), and Chartered Market Technician (CMT). He has a Bachelor of Commerce in Hospitality and Tourism Management (Ryerson University), a Bachelor of Arts - Economics (Western University), and a Masters in Theological Studies (Tyndale University and Seminary).
Outside of work, you’ll find him skiing, biking, golfing, and traveling. He volunteers often with Cornerstone Christian Community Church, and he has previously served on the Board of Directors and was a member of the President's Advisory Council at Markham Stouffville Hospital.