Samuel is a Cross Border Financial Planner at MCA Cross Border Advisors Inc.
Samuel brings tremendous value to the MCA team as a Cross Border Financial Planner. Samuel began his career in the financial services industry with one of Canada’s largest asset managers in 2012. Before joining MCA, Samuel was entrusted to provide retirement planning analysis along with tax consideration to Canadians from coast to coast.
Samuel’s experience in areas of wealth management, retirement planning, risk management and estate planning offers great value to the benefit of MCA clients. His focus is to provide integrated and customized solutions with objectivity. Samuel’s deliberate care and his attention to details are virtues that continue to serve his clients well.
The motivation behind Samuel’s commitment to ongoing learning and development; has always been to offer the right solutions for clients, no matter the complexity. To that end, Samuel value’s align with those of MCA’s multidisciplinary team.
- Bachelor of Arts and Science (B.A. & Sc.), Concordia University, 2010
Certifications & Memberships
- Financial Planner (F. Pl.), Member of the Chambre de la sécurité financière
Recent Articles, Media Interviews & blogs by MCA Cross Border Advisors Inc.
The future of the Affordable Care Act (ACA), also known as Obamacare, and by extension the entire healthcare landscape in the U.S., is anybody’s guess at this point with the U.S. election day almost upon us. The recent death of Ruth Bader Ginsburg in September and her subsequent replacement by...
Matt Altro was recently interviewed by Michelle Schriver from Investment Executive to explain the potential tax impact the 2020 US Presidential election may have on US citizens living in Canada.