Portfolio Management
Unlike most traditional money management firms, SAMI Canada takes a holistic approach to investing and financial planning.
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CALL US NOW AT (647) 500-0040 FOR ALL INFORMATION AND QUESTIONS.
The key financial issues of any small business owner are solved through an Individual Pension Plan (IPP). Benefits of an IPP include Creditor Protection, Business Succession Planning, Estate Planning, and Retirement Pension Funding.
24 Years of professional money managing experience compiled into a 50 page e-book. SAMI Canada’s Money Management 101 provides readers with the 7 principles of money management. With a little discipline, the tactical principles are simple to understand, implement, and achieve.
Our Testimonials
"Ravi Sodhi has been our financial advisor for the past 20 years. He meets with us regularly to review our portfolio and to explain to us his next strategy as markets change and as new investment opportunities arise. He is very easy to approach and very accommodating if we ever need to meet with him on investment-related matters. Over the years, he has always offered sound financial advice based on our investment objectives, current needs, and retirement plans. We feel confident that our investment portfolio will provide us with a secure retirement as a result of working with Ravi. We highly recommend his services."
Don Ongpauco
"Dear friends,
Normally, I do not forward commercial or promotional stuff to my friends or relatives, I am making this an exception. Mr. Ravi Sodhi has been my financial consultant for 20 years, and has done exceptionally well managing my money by giving me excellent returns on my investments. This has enabled me to meet all my financial needs of my family, despite the fact that I had no earnings since 1997 due to a stroke and a heart attack. I personally know well several Financial Consultants, but my opinion about his capability and knowledge of the money market and honesty is purely based on my personal experience with him over the last twenty years.
He often organizes seminars and workshops on money management that I have attended. Ravi is not a pressure salesman. Believe me. Even if you manage your own investments, you can still benefit by enhancing your knowledge of the money market."