Bio

Sam has over 30 years of experience in banking and broker-dealers. He currently serves as the Chairman of Creation Wealth Capital, which provides both private and corporate clients innovative alternative investment products alongside traditional investment services. Previously, he was Executive Vice President at Echelon Wealth Partners, one of Canada's preeminent independent investment dealers. At Echelon, he expanded assets under administration from $100 million to over $5 billion and facilitated four mergers and acquisitions in the Canadian wealth management space totaling over $15 billion in assets under administration. He has also held senior management roles at Merrill Lynch and CIBC, and built two independent boutique investment dealers.