Sami Nathoo
F.PI, CFP®, TEP, FCSI®, CRPC®
Associate Vice-President, Advanced Wealth Planning
F.PI, CFP®, TEP, FCSI®, CRPC®
Associate Vice-President, Advanced Wealth Planning
Visit our advisory group website to learn more about our team and approach:
Sami is based in Montreal, QC and works with advisory teams and clients across Canada to deliver sophisticated wealth planning solutions, tailored to the needs of high-net-worth individuals, families, business owners, and professionals.
Prior to joining Wellington-Altus, Sami spent over a decade in the financial services sector, working with families, helping them build, enhance, and preserve their wealth. He also recently led the financial planning department for a large independent dealer, helping bridge the gap between complex financial planning concepts and various professionals into comprehensive, client friendly, financial plans.
Sami graduated from the Université de Montréal with an Economics degree and is committed to Continuing Education for the benefit of advisors and clients.
In addition to being a Financial Planner in Quebec (Pl. fin.), Sami also holds other designations such as Certified Financial Planner (CFP®), Trust and Estate Practitioner (TEP), Fellow of the Canadian Securities Institute (FCSI®) and the U.S. title of Chartered Retirement Planning Counselor (CRPC®) issued by the College for Financial Planning.
Outside of work, Sami enjoys spending time with his spouse and their two children, travelling, and is an avid sports fan.
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