Samuel Chinniah, CFP®, RFP, CIM, FCSI, TEP, BSc
Senior Family Office Advisor, Financial Planner & Associate Portfolio Manager
Email
[email protected]
Office Phone
416.640.8590
LinkedIn Profile
Samuel Chinniah
Location
Toronto, Ontario
By bringing family members together, I help them financially and emotionally prepare for the transfer of wealth from parents to their children and grandchildren. With experience as a Trust and Estate Practitioner (TEP), my customized plans use trusts to help clients minimize estate administration taxes and professional fees, and simplify the estate settlement process. I further support families needing resources for mental and physical health issues, addiction, and family disputes, as well as executives with elderly parents and children. This may entail helping clients separate personal wealth management from the family business, which is another area of my expertise.
In addition to my client service experience, I hold several industry designations, including the CERTIFIED FINANCIAL PLANNER® (CFP®), Register Financial Planner (RFP), and Canadian Investment Manager (CIM). I’m a Fellow of the Canadian Securities Institute and earned my Advanced Certificate in Family Enterprise Advising. I also hold a BSc in Microbiology from The University of Toronto. I regularly attend industry webinars and conferences to stay current on advances that may benefit my clients.
Toronto, Ontario
“My clients have peace of mind knowing that no matter what life throws at them, there’s a financial plan in place to protect them and their families.”By leveraging more than 25 years’ experience advising business owners, executors and high-net-worth families, I identify the issues that are most important for my clients and create personalized solutions that meet their needs, and ease the stress of their complex lives. My Family Office Services team and I use a multi-disciplinary approach to identify and implement solutions, which include financial planning, investment management, tax and estate optimization, retirement preparation and decumulation, and philanthropy. I also offer financial and succession planning advice to entrepreneurs looking to sell their businesses.
By bringing family members together, I help them financially and emotionally prepare for the transfer of wealth from parents to their children and grandchildren. With experience as a Trust and Estate Practitioner (TEP), my customized plans use trusts to help clients minimize estate administration taxes and professional fees, and simplify the estate settlement process. I further support families needing resources for mental and physical health issues, addiction, and family disputes, as well as executives with elderly parents and children. This may entail helping clients separate personal wealth management from the family business, which is another area of my expertise.
In addition to my client service experience, I hold several industry designations, including the CERTIFIED FINANCIAL PLANNER® (CFP®), Register Financial Planner (RFP), and Canadian Investment Manager (CIM). I’m a Fellow of the Canadian Securities Institute and earned my Advanced Certificate in Family Enterprise Advising. I also hold a BSc in Microbiology from The University of Toronto. I regularly attend industry webinars and conferences to stay current on advances that may benefit my clients.
Beyond the Office
An active community volunteer, I currently serve on two charitable boards. I live with my wife in the Toronto area, and have one adult daughter who has her own family.