Sam A. Macdonald is a senior Life, Income, Health & Wealth Advisor, specializing in Business Owners & Families. He has over 30 years of experience as a business owner and executive in the CPG and FMCG industries, working with companies such as Hershey Canada, Dynamic Confections, and Brockmann Chocolate.
He leverages his expertise in business continuation, income protection, asset transfers, employee retention benefits, high wealth tax solutions, leveraging, retirement, estate and legacy planning, funding buy-sell agreements, health & welfare trusts, asset transfers, holdco’s and diversification hedging to help his clients achieve their financial goals and protect their families and businesses. He offers mortgage referrals and insurance products, including segregated fund policies, through RBC and specialist teams. He is passionate about empowering millions of Canadian families and businesses with financial security and peace of mind.
Company Details
- Employees
- 1
- Founded
- -
- Address
- 17516 4th Ave, South Surrey - White Rock,british Columbia V3z 0r9,canada
- Industry
- Insurance
- NAICS
-
Insurance Carriers and Related ActivitiesAgencies, Brokerages, and Other Insurance Related Activities
- Keywords
- High Net Worth, Business Owners, Executives, Group Retention Benefits, Tax Effectiveness, Investments, Mutual Funds, Segregated Funds, Free Consultation, Community, Legal Wills, Financial Planning, Financial Advisor, Insurance, Young Adults, wealth management, financial services, financial careers, Debt consolidation, independent advisor, Independent Advisor, Advisor.
- HQ
- South Surrey - White Rock, British Columbia
Sam A Macdonald Managing Partner & Advisor At Cf Canada Financial Group Questions
Sam A Macdonald Managing Partner & Advisor At Cf Canada Financial Group's website is https://www.canadafinancial.ca/our-services/
Sam A Macdonald Managing Partner & Advisor At Cf Canada Financial Group's LinkedIn profile is https://ca.linkedin.com/company/samhelpsmymoney
Sam A Macdonald Managing Partner & Advisor At Cf Canada Financial Group has
1 employees.
View email and phone details for 1
employees at Sam A Macdonald Managing Partner & Advisor At Cf Canada Financial Group.
Sam A Macdonald Managing Partner & Advisor At Cf Canada Financial Group's industry is
Insurance
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Sam A Macdonald Managing Partner & Advisor At Cf Canada Financial Group's categories are Insurance
Sam A Macdonald Managing Partner & Advisor At Cf Canada Financial Group's founding year is 2000
