Forty percent of us worry about money at least twice a day.

It’s not how little or how much we’ve got that’s the problem, it’s that many of us feel we are not in control of it.

I help people take back control. Would you like some free, impartial advice?

My mission is to inspire you to plan for a better future that is secure, rewarding and enjoyable. We can start doing that by getting your taxes down!

  • “ 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 ”
    — Ron Orieux - retired client
  • “ Sam is my go to guy for my financial requests! ”
    — Jacqueline Knudsen – Health Coach
  • “ 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

What I can do for you

  • Create a financial road map to keep you on course

  • Find, arrange and manage your mortgage

  • Address your debt and help make it more manageable 

  • Align your savings and investments with your current and future goals

  • Save you money on your income taxes

  • Get you started on an affordable long term savings investment plan

Sam’s Blog

Blog
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Save Money on Your Mortgage Payments
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“Yikes! I'm dreading the credit card bill - I should never have bought that outfit!”

Know that sinking feeling? Millions of us dread the moment the credit card bill arrives each month - but it doesn’t have to be like this. I’m going to show you a better way and I’m also going to get you to spend more money on your card each month! Am l nuts? We’ll see.

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"Sorry I'm not here anymore, but I did love you."
"Sorry I'm not here anymore, but I did love you."

A few years ago I had a client who was long distance truck driver. He came to me wanting some life insurance as he had a young 5 year old son and wife. I remember he took out $750,000 and it cost him around $20.00 per month.

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"I'm on my own now, I don't know where to start".

Unfortunately, a lot of men from the Silent Generation (1925-1942) and, increasingly, the baby boomers, ignore the fact that they are statistically more likely to die before their female spouse, who will eventually end up holding the financial baby.

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Make Money Automatically with Dollar Cost Averaging
Make Money Automatically with Dollar Cost Averaging

It doesn't matter if you feel a little behind with your retirement saving, even $50 a month will make a big difference to your pot following this strategy over time.

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What’s the difference between a TFSA vs. RRSP?
What’s the difference between a TFSA vs. RRSP?

When you decide to invest your money, the options can seem endless. Among the choices are usually RRSPs and TFSAs – but what’s the difference between the two? More importantly, what are the benefits of each?

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Personal Life Insurance Vs Mortgage Insurance – How do they differ?
Personal Life Insurance Vs Mortgage Insurance – How do they differ?

Personal Life Insurance protects you, your home and your beneficiaries. Mortgage Insurance solely protects the lender. They appear similar, but in fact are quite different. See below to understand more about the differences.

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The Tap Still Works!
The Tap Still Works!

Last week I was watching a truck trundle down my back lane collecting Christmas trees to be recycled and I thought – “How amazing to live in a place where your now, sorry looking tree, bereft of its Christmas glitter is disposed of for you! “

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