Sam Yau

Background

About Sam Yau

I am a University of Alberta alumnus and have spent a big portion of my career with 3 of Canada's biggest banks including 17 years at BMO Nesbitt Burns. I joined Canada's largest independent Wealth Management firm, Raymond James, in November 2020 as I believe our values are aligned and that the banks should not dictate my clients to mainly invest in the bank's products. My clients are my first priority and I will always do what is best for them first! I hold the Certified Financial Planner (CFP), Canadian Investment Manager (CIM), Financial Management Advisor (FMA), and Fellow of Canadian Securities Institute (FCSI) designations. As a Senior Wealth Advisor at Raymond James, my team members and I assures top client service with a focus on relationships. My philosophy is simple, I treat my clients like how I would like to be treated. I am able to provide advice on a wide variety of investment and insurance solutions such as managed portfolios, separately managed accounts (SMAs), stocks, bonds, ETFs, mutual funds, segregated funds, hedge funds, and IPOs. Armed with a financial plan and premium solutions, my clients are able to feel secure and confident about their financial future while I provide updates and recommend changes to their portfolios whenever warranted. This systematic and disciplined approach have been proven to reduce volatility while providing more consistent returns on their investments over the longer term. http://bit.ly/1nspoNn Disclaimer: http://bit.ly/1nspoNn