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Samuel Vallieres

Financial Planner

  • F.Pl.
  • CIM®
  • BAA

Building your financial future – together

At TD Wealth Financial Planning, we believe that each client’s needs are truly unique. Our goal is to offer you the relevant, personalized wealth advice you deserve. We work with a wide range of clients whose needs and desires vary greatly, and we understand that one size doesn't fit all. From investing in your children's future, to planning for your own retirement or leaving a legacy, we are here to help you every step of the way.

Your priorities, our expertise

We start with an understanding of who you are, your values and your vision of success. This means reviewing the financial decisions you've made over the years, the goals you've set for yourself in the years to come, and the ways in which these reflect what is important in your life.  We then use our proprietary Discovery Process, based on behavioral finance principles, to uncover your Wealth PersonalityTM profile. We then leverage this to deliver a personalized financial plan that fits your financial goals and can evolve with you as your needs change over time.

As a Financial Planner with over five years of financial services experience, I am passionately committed to providing my clients a fully integrated financial plan that balances living life today with setting goals for tomorrow. I hold the Financial planner (F. Pl.) designation conferred by the Institut québécois de planification financière (IQPF). I also hold the Certified Investment Manager (CIM) conferred by the Canadian Securities Institute (CSI). I hold a bachelor of administration in finance (BAA).

To help meet my clients' evolving needs, I work together with a team of specialists in investment management, estate planning, tax, credit and insurance.

Connect with me today to learn more about how I can help you and your family reach your personal and financial goals.

ADDITIONAL CONTACT

Available at 1 other location(s)

LANGUAGES

English, French

COMMUNITY INVOLVEMENT

Member of the Association de planification financière et fiscale (APFF)

Your goals are what matter to us, not how much you make.

You deserve better than 5 minute meetings and plans that don't reflect your goals. At TD Wealth, we believe that the most important element in your financial plan is you. That's why we actually take the time to get to know who you truly are and your priorities before we review your numbers.

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Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

Big tech scores a record-breaking quarter: So why are stock prices tanking?

It was a blowout quarter for big tech. So why are their share prices falling? Could this be a buying opportunity? Kim Parlee speaks with Vitali Mossounov, Global Technology Analyst and Portfolio Manager at TD Asset Management, on the outlook for tech. 

TD Report: How your career can impact your investing style

A new TD study shows the more volatile your employment, the riskier your investments might be. Kim Parlee talks about how the study may help our finances with Lisa Brenneman, Head of Behavioural Finance, TD Wealth and Laura Goodyear, Behavioural Finance in Action at Rotman (BEAR).

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives | 2020, We Hardly Knew Ye

Investors, eager for the spell of 2020 to be lifted, are now turning to a collection of annual outlooks to get a sense of when that's going to happen. Meanwhile, in our little corner of the world, we do our best here to discourage overreliance on such forecasts and instead focus on what we know for sure: how to make decisions when uncertain things occur.

Global financial markets react to COVID-19

The volatility of financial markets in the past week is a great example of one of the hardest things to understand when investing: the difference between risk and uncertainty.

The Risks We Take

Who we are and how we behave can have a big impact on the financial and investing risks we take. Here are a few details from the most recent TD Wealth Behavioural Finance Industry Report, 2021 - A Behavioural Perspective on Risk (the “study”). Consider these findings the next time you talk to your advisor.

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