Samuel Platel

Cross Border Financial Planner

B.A. & Sc., F. Pl.

 

Email: splatel@mcacrossborder.com
Telephone: 514-940-8075

Samuel Platel

Cross Border Financial Planner

B.A. & Sc., F. Pl.

 

Email: splatel@mcacrossborder.com
Telephone: 514-940-8075

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.

Education
  • 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.

CROSS BORDER PROFESSIONALS

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Matt C. Altro

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Alex Dubrovsky

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Sherry Zheng

Sherry Zheng

Vice-President - Tax Services

Elena Trigiani

Elena Trigiani

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Jonah Ravel

Jonah Ravel

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Nancy Zheng

Nancy Zheng

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Tarun Suri

Tarun Suri

Cross Border Wealth Planner

Irina Matco

Irina Matco

Senior Cross Border Financial Planner

Samuel Platel

Samuel Platel

Cross Border Financial Planner

Andrew Lee

Andrew Lee

Cross Border Wealth Planner

Leanne Milech

Leanne Milech

Cross Border Wealth Strategist

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