Team SAMI

Team SAMI

Our Actuaries

Stephen Cheng,  Managing Director & Senior Consulting Actuary

Stephen Cheng entered the actuarial profession in 1984 and has since worked primarily in the pension/retirement area. He has extensive actuarial and consulting experience in various aspects of retirement and savings plans.  His practice focus is in tax and pension legislation compliance matters and actuarial valuation services for purposes of funding, accounting, wind-up, mergers and acquisitions.
Stephen has a B.Sc. degree in Mathematics and Statistics and an MBA degree from the University of British Columbia. He is a Fellow of both the Canadian Institute of Actuaries and the Society of Actuaries.  He is also a qualified expert of the Supreme Court of B.C. with oral testimony and written evidence accepted.


Steve O’Grady,  Senior Consulting Actuary

Steve has over 35 years’ experience both in the insurance and pension consulting fields.  He has extensive actuarial and consulting experience in various aspects of retirement plans including plan design, funding, governance and administrative issues both in Canada and the United Kingdom. In addition, he has extensive expertise in accounting valuations, wind-ups and conversions. Prior to joining Westcoast  Actuaries in 2008, Steve was in a senior position at a national actuarial firm in Ontario.
Steve holds a B.Sc. in Mathematics from the University of Manchester and an M.Sc. in Psychology from the Open University.
Steve is a Fellow of the Canadian Institute of Actuaries, a Fellow of the Society of Actuaries and a Fellow of the Institute and Faculty of Actuaries.

Jamie Jocsak, Consulting Actuary

Jamie has been working in the actuarial profession since 2003, with experience in pension consulting and actuarial evidence consulting. Jamie joined Westcoast Actuaries in 2014. In 2007, he created and continues to run an Ontario-based actuarial consultancy, BCH Actuarial Services, which specializes in actuarial evidence work. Jamie is a past member of the Actuarial Evidence Committee of the Canadian Institute of Actuaries and continues to be a regular speaker at actuarial conferences and meetings. In addition, Jamie is certified in collaborative family law.
Jamie has a Bachelor’s degree in Mathematics and Statistics from Queen’s University. He is a Fellow of the Society of Actuaries and a Fellow of the Canadian Institute of Actuaries. Jamie is also a qualified actuarial expert to the courts in Ontario and Saskatchewan.

Our Portfolio Management Team

Ravinder Sodhi, Portfolio Manager

Ravinder Sodhi is the Portfolio Manager and President at SAMI Canada and has over 23 years’ of experience in the investment industry. Ravi started his career in Financial Planning with Berkshire Securities and was one of their top producers for over 10 years. Ravi later moved to Manulife Securities where he managed over $100 million in investments for over 300 clients. Ravi has been following Warren Buffett and Benjamin Graham’s investment approach and has attended  Berkshire Hathaway’s annual meeting religiously for the last 16 years.  Ravi started his own money management firm in 2014 with a goal to create wealth for his client’s following Warren Buffet’s philosophy and principles.

Ravi recently obtained his Global Professional Masters of Law (LLM) from University of Toronto. Ravi is also a Fellow of the Canadian Securities Institute and holds CFP and CIM designations.

 

Muhannad Ghannam, Financial Advisor

Muhannad Ghannam is a Financial Advisor with SAMI Canada. Muhannad graduated from the University of Waterloo with an Honors Bachelor of Actuarial Science and Statistics. In addition he holds multiple certifications from the Canadian Securities Institute in Financial Planning and Investing and will soon hold the Charted Investment Management Designation.

Muhannad began working in Scotiabank and AGF Management as a project analyst and risk analyst respectively. All the while he began his mentorship under Ravi studying and understanding The Warren Buffet and Benjamin Graham approach of value investing. During this period he has gained knowledge to teach money management and illustrate the importance of financial planning.

 

Duncan Warren, Financial Planner/Associate Portfolio Manager

Duncan Warren is a Financial Planner and an Associate Portfolio Manager with SAMI Canada. Duncan brings over 20 years of investment industry experience to SAMI, with a broad range of knowledge to assist clients in obtaining their financial goals. He is a volunteer for the CPA Canada Financial Literacy program, delivering presentation on tax efficient strategies and retirement planning.

Duncan is a CPA, CA and holds the CFA designation. He graduated with a Bachelor of Commerce from the University of Toronto.

 

Tejinder Pal Sodhi, IPP Coordinator.

Tejinder has worked for CIBC bank for over 13 years as a Senior Systems Analyst.  She started as an office manager with Berkshire Securities in 2005 and then moved to Manulife.  Tejinder’s role was primarily to take care of client relations and assist Ravi in managing client portfolios.  Tejinder is currently working at SAMI Canada as a client relations manager and IPP coordinator.  Tejinder holds a Bachelor’s of Science Degree and has a Certification for the Canadian Securities Course from the Canadian Securities Institute.

 

Jaipreet Singh Dhall, Marketing & Project Manager

Jaipreet is Project Manager with Sodhi Asset Management. Jai is a graduate from Guru Nanak Dev University, Amritsar, India. Jai began working with Accenture as Associate Software Engineer and worked for more than three years for the company, during his tenure he got promoted to Software Engineering Analyst and handled multiple international clients like Navy Mutual, Massachusetts financial services.

After Jai’s experience in IT, he joined Great Khali Fitness. He played a critical role in the opening of fitness gyms across India. He sourced locations and negotiated contract prices in new locations. He led the marketing campaign for the new company and ensured sufficient demand was available for the gyms. He negotiated equipment prices and ensured the business received beneficial contracts.

Jai recently started working as a Project Manager for SAMI Canada and is responsible for marketing all the new products being launched by SAMI.