Sam Madio
Senior Financial Advisor at Assante Capital Management Ltd. | Toronto, Ontario, Canada
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Sam Madio, as a Senior Financial Advisor at Assante Capital Management Ltd., brings a wealth of expertise and a client-centric approach to helping individuals, families, and business owners achieve their financial aspirations. In his current role, Sam leverages his deep understanding of strategic financial planning, retirement planning, and wealth management to develop tailored solutions that align with each client's unique goals and risk tolerance. His comprehensive approach encompasses asset allocation strategies, investment advisory services, and wealth accumulation techniques, ensuring clients are well-positioned to navigate market fluctuations and secure their financial future.
Throughout his career, Sam has been instrumental in guiding clients through complex financial landscapes, minimizing life risks, and optimizing their investment portfolios. His proficiency in retirement planning allows him to craft sustainable income strategies that support clients' long-term independence and peace of mind. Additionally, Sam’s expertise extends to advising business owners on succession planning and asset protection, helping them build resilient financial foundations for their enterprises.
At Assante, Sam is known for his proactive communication, personalized service, and commitment to ongoing education, which ensures clients stay informed and confident in their financial decisions. Whether working on wealth accumulation strategies, asset allocation, or comprehensive financial planning, Sam’s goal is to empower his clients to make informed choices today that will benefit them for years to come. His dedication to excellence and his passion for helping others realize their financial potential make him a trusted partner in achieving financial security and success.
Senior Financial Advisor at Assante Capital Management Ltd. in October 2007 to Present
Senior Financial Advisor at Industrial Alliance Securities in April 2005 to October 2007
Senior Financial Advisor at KingsGate Securities LTD in August 2000 to April 2005
Senior Financial Advisor at Berkshire Securities in September 1997 to August 2000
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Ryerson University - CGA correspondent courses, CPA, November 1972 to November 1978
Central High School of Commerce, November 1965 to November 1970
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Retirement Planning
Wealth Management
Mutual Funds
Finance
Financial Advisory
Strategic Financial Planning
Retirement
Investment Advisory
Investment Strategies
Financial Planners
Estate Planning
Wealth
Wealth Accumulation
Wealth Management Services
Critical Illness
Asset Allocation
Financial Planning
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Discover more about Assante Capital Management Ltd.What is Sam Madio email address?
Email Sam Madio at [email protected] and [email protected]. This email is the most updated Sam Madio's email found in 2026.
How to contact Sam Madio?
To contact Sam Madio send an email to [email protected] or [email protected]. (updated on February 15, 2025)
What company does Sam Madio work for?
Sam Madio works for Assante Capital Management Ltd.
What is Sam Madio's role at Assante Capital Management Ltd.?
Sam Madio is Senior Financial Advisor
What is Sam Madio's Phone Number?
Sam Madio's phone (416) ***-*905
What industry does Sam Madio work in?
Sam Madio works in the Financial Services industry.
Sam Madio Email Addresses
Sam Madio Phone Numbers
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