Samuel Chinniah, BSC, CFP®, RFP, CIM, FCSI, TEP
Senior Family Office Advisor, Financial Planner & Associate Portfolio Manager
My clients have peace of mind knowing that no matter what life throws at them, there’s a financial plan in place to cover all contingencies.
Samuel’s dedicated total wealth management care for business owners, executives and high-net-worth families leaves many of his clients with just one concern – his eventual retirement. With more than 25 years’ experience in financial services, Samuel leads a team of experts under our Family Office Services (FOS), providing advanced planning and lifestyle solutions that support financial planning, investment management, tax and estate strategies, and retirement preparation. He also provides financial counsel and succession planning advice to entrepreneurs looking to sell their businesses.
A trusted advisor, Samuel brings family members together to help financially and emotionally prepare them for inter-generational wealth transfers. Drawing on his expertise as a Trust and Estate Practitioner (TEP), his customized plans use trusts to help clients minimize estate administration taxes and professional fees, and simplify the estate settlement process. A judgement-free listener, he further supports families needing resources for mental and physical health issues, addiction, and family disputes, as well as executives with elderly parents and children. Helping clients separate personal wealth management from the family business is another area of Samuel’s expertise.
Samuel holds several industry designations, including Certified Financial Planner® (CFP®), Register Financial Planner (RFP), and Chartered Investment Manager® (CIM®). He is a Fellow of the Canadian Securities Institute and earned his Advanced Certificate in Family Enterprise Advising. Samuel also holds a BSc in Microbiology from The University of Toronto.