Galit Samuels

Background

About Galit Samuels

As a financial services professional, I worked at a variety of positions in retail banking at TD Canada Trust, developing a strong knowledge of finances, the relationship between investment and borrowing and the various strategies used to build wealth and manage debt. After 14 years with the bank, during which time I obtained my Mutual Fund License, Financial Counselling License and Financial Planning License, I ventured off to smaller organizations, first as a Director of Mortgage Placement and later on as a licensed Mortgage Broker in order to expand my knowledge of alternate providers of primary lending as well as unconventional (secondary) lending. I then returned to banking to apply my skills to the small business sector where I focused on small business owners with a specialized interest in financing for professionals; offering advice and solutions to simplify the financial aspects of running a business. In my current role as a Senior Private banker I work with a diverse group of high net worth clients, taking care of their complex financing needs as well as their day to day needs. Together with my network of specialized wealth partners at the Private Client Group, we work with clients through our discovery process to develop and deliver a comprehensive financial plan in order to achieve their financial goals.