Based in Montreal, Sam’s focus is on the Quebec and Eastern Canada regions. Sam's role is to assist the advisor in identifying an opportunity and in providing technical expertise in analyzing and presenting the client with the appropriate solution. Sam is the primary contact for both the client and the advisor, and will personally manage the case from start to finish. In so doing, Sam works closely with the entire planning team to customize the solution for the advisor and the client. Over the last ten years Sam has focused his career on building a bridge between actuaries, advisors and clients and making sense of the insurance solution for the client. Sam's most recent role has been as Principal Director of Advanced Sales for one of Canada's leading financial institutions. In that capacity, Sam has worked with advisors of ultra high net worth clients to introduce viable financial planning solutions and set a new standard in customer service. A member of CALU and APFF, Sam holds a degree in Actuarial Sciences (1996).