About Me

Sam has over 8 years of working experience within the financial industries of Canada and China where his language skills in English, Mandarin and Cantonese have been put to good use. Sam has been an employee with BMO Financial Group for 6 years and he began his career as an Investment Representative and moved his way to an Investment Advisor and most recently Investment Counsellor in Windsor Market.
 
Sam holds a Masters of Business Administration (MBA) from the Goodman Business School of the University of Brock, and is a CFA® Charterholder currently working towards his Financial Risk Manager (FRM) designation.
 
Sam married and is taking care 2 children. They love hiking together. Beside spending time with family, Sam enjoys reading and sports, especially soccer and basketball. He is a Manchester United F.C. and Toronto Raptors fan through thick and thin.