Sam Chan

Senior Wealth Advisor & Portfolio Manager



Sam Chan has been in the financial industry since 1992 and joined NBF* in 1996. He holds a B.A. in Economics from the University of Western Ontario, a B.Com. from Ryerson University and a Master of Theological Studies from Tyndale College and Seminary. He holds the Chartered Financial Analyst, Certified Financial Planner, Chartered Market Technician, Fellow of the Canadian Securities Institute and Chartered Investment Manager designations. His focus is helping owners and senior executives of private, professional and publicly traded corporations plan their financial futures.




Sam firmly believes that the relationships with his clients are built on a foundation of trust, earned through integrity and a genuine interest in their lives. His goal is to provide financial services that help his clients achieve their life’s goals. A family man, Sam enjoys spending time with his wife and their three children. He considers his faith to be an important part of his life. In his free time, his interests include skiing, golf and badminton and volunteering within his community.




* The Private Client Services group of HSBC Securities was acquired by National Bank Financial on January 1st 2012


National Bank Financial is an indirect wholly owned subsidiary of National Bank of Canada. National Bank of Canada is a public company listed on the Toronto Stock Exchange (NA:TSX). National Bank Financial is a member ofthe Canadian Investor Protection Fund.