A great company starts with us

About Us

Who Are We?

At SAMI Canada we specialize in protecting and managing long term savings through RRSP’s, RESP’s, TFSA, RDSP’s, IPP’s.

We allocate your savings in carefully selected, excellent businesses and help your family set and achieve your financial goals.

Our Approach

We design your family’s holistic and detailed financial roadmap that is:

  • Easy to understand
  • Easy to implement
  • Easy to monitor

Our investment belief system is based on:

    • The 7 laws of money management

Our investment philosophy is based on the teachings of Warren Buffett, Charlie Munger, and Benjamin Graham.

KEY PRINCIPLES

Believe in Three P’s

Prudence – Learning from the legends.

Perseverance – Sticking to the plan.

Partnership –  Taking pride in your prosperity.

OUR PURPOSE

We help you live better with simple and prudent money management

CORE VALUES

We work from the ‘Heart’

H – Humble – Everything we do is ‘need’ focused not ‘status’ focused

E – Excellence –We have the will to learn, and the will to do

A – Action –  We do it ‘now’

R – Respectful – Individual plans, commitments, and timing are at the core of our work

T – Transparency – We share, and we care