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“ “Sam has been our financial advisor for approximately eight years, we've never looked back. Sam is very knowledgeable, fair, and conscious of our budget and has a knack of actually making the process fun. I love that Sam can explain things to me in a language that I understand and I always feel like he is on our side, never pushing product that isn't good for us. I know we will have Sam to thank when we retire with enough money to still buy groceries and travel a bit. I would highly recommend Sam and his services. ”
— Tracy Poole
District Sales Manager - Western Canada at the Walt Disney Company -
“ Anyone who relishes reading "The Economist" while on a beach holiday must possess an innate curiosity about the intertwining of business, economics and politics on a global scale. Sam's clients are the beneficiaries of his studied efforts in these areas. Born and educated in England, Sam had a successful career in Europe and around the world before immigrating to Canada in 2003. He brings a thoughtful prudent approach in guiding clients' investment decisions that starts with a clear understanding of their goals, and supported by his own research and perspective on the shifting trends in the financial world. Nobody is clairvoyant when it comes to Economics – the "Dismal Science"- but Sam certainly strives to make it less muddy, and in the process set his clients on a steadier course. ”
— Ronald Orieux
Retired Client -
“ Sam Harris is an excellent financial advisor. He is wise, professional and personable. He has a great service ethic, and gives excellent advice. I may not be Sam's biggest account (far from it) but he makes me feel like a valued client and his recommendations are always tailored to my needs, not his sales goals. I would recommend Sam to anyone who needs expert, trustworthy advice on personal financial planning. ”
- Ron Shewchuk
Consultant, author, video producer, podcaster -
“ Sam is very detailed in explaining my financial goals and potential returns, he also is very diligent in market watch and changes that would affect my returns and investments. I highly recommend Sam for all your financial needs. ”
- Matt Busby Kaiser
Real Estate Consultant at Sutton Group - West Coast Realty