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Samuel Marceau, M.Sc., CIM®
- Investment Fund Advisor
- Financial Security Advisor Offering Life, Health, Group Insurance and Investments
I am an adaptable, results driven professional with many years in Canada's fast paced financial industry, now serving as an independent advisor.
My passion lies in partnering with individuals and families to deliver tailored financial advice and measurable outcomes. I advise on wealth protection, estate planning and investment management, including asset allocation, portfolio construction & tax efficient strategies. I combine technical expertise, holding the Chartered Investment Manager (CIM®) designation, with a collaborative, client-centered approach. I also hold a Master of Management (M.Sc.) from Durham University (UK), where I was honored with the Best Overall Academic Performance Award across the Management suite of programs.
Backed by a team of experienced professionals, which may include financial planners, notaries, lawyers and tax experts, I'll do more than a basic review with you I'll consider every aspect of your financial security, including:
- Establishing a personal budget
- Reviewing your investments
- Evaluating any insurance needs
- Determining if you can reduce your taxes
- Planning your retirement
- Understanding your estate wishes
After this process, I'm certain you'll have a clear picture of your finances, perhaps discovering opportunities you never thought were available to you. Let's connect to build a long-term financial plan, explore new investment and estate planning strategies, or optimize your portfolio.
604-372-1064
350-5620 152 Street
Surrey (British Columbia) V3S 7J2
Phone: 604-372-1064
Cell: 604-961-7707
Fax: 604-503-6441
Desjardins Financial Security Independent Network and its counterpart in Quebec and New Brunswick, SFL Wealth Management, form a network of financial product and service distributers that focus on wealth management. We personalize our service offer to meet your changing needs. No matter the goals you set or the unexpected situations you face, the independent advisors affiliated with our network can help you develop a financial strategy. You can count on the stability of Desjardins, the leading cooperative financial group in Canada, the support of a multi-disciplinary team of financial professionals and their freedom to choose from the best offers available in the market.
I decided to work under the banner of Desjardins Financial Security Independent Network, one of the largest distribution networks of financial products and services in Canada, because I have access to many different financial companies. This allows me to make objective recommendations that are best suited to you and your situation.
Desjardins Financial Security Independent Network is a partner of Desjardins, the leading cooperative financial group in Canada, which gives my network proven financial stability and unmatched support.
My professional practice is characterized by the values I hold dear:
- Integrity and loyalty
- Availability and independence
- Professionalism and skill
- Exceptional service
I bring these values to every relationship in my practice.
When it comes to my practice, discipline is always my top priority. I've completed the necessary licensing requirements and always pursue professional skills and training so that I can put the latest industry knowledge to work for you. Desjardins Financial Security Independent Network ensures strict adherence to professional standards, obligations and regulations.
1 © 2016, Claude bl, Nathalie Viennot-Briot, The Gamma Factor and the Value of Financial Advice, https://www.cirano.qc.ca/files/publications/2016s-35.pdf
2 COCKERLINE, Jon, Ph. D. Nouveaux éléments attestant la valeur du conseil financier, IFIC, 2012.
3 IFIC. La valeur des conseils, rapport, 2012.
4 VANGUARD. La valeur ajoutée des conseillers financiers, Toronto, 2014. IFIC/POLLARA Inc. La perception des investisseurs canadiens quant aux fonds communs de placement et à l'industrie des fonds communs, Toronto, 2013.