Unbiased advice about your investment, retirement, insurance, tax & estate planning, from an independent advisor to ensure that your best interest comes first!
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About Samir Stasi...
Borrowing to Invest... Borrowing to invest is a wealth-building strategy that has been used for years by wealthy individuals. With the current low interest rate environment, it has become popular with middle-income Canadians. |
.Individual Pension Plans... With careful planning, consider setting up an IPP to defer tax, if you will be running a business. Insured Retirement Program... A universal life insurance is a powerful financial planning tool that can be used to generate income during retirement. |
Samir is a Certified Financial Planner, member of the Financial Planners Standards Council. As a Senior Financial Consultant with Queensbury Strategies Inc., a member of the Mutual Funds Dealers association of Canada, he is committed to help individuals achieve their short and long-term financial goals. Queensbury was formed in 1987 by a group of seasoned planning and investment professionals. Since inception Queensbury has been a financial services industry leader, offering a coordinated single source for the planning, insurance and investment needs of individuals.
Mr. Stasi is knowledgeable and qualified to provide professional advice and help clients implement and monitor comprehensive financial plans. As an independent financial professional, member of the Independent Financial Brokers of Canada, he believes that an independent professional, one who is not bound by proprietary contracts to sell the products and services of any one company, best meets the needs of the client. By promoting a wide variety of products and services- rather than focusing solely on the wares of one " sponsoring" company- an independent professional provides the consumer with a broader range of choices. The customer comes first-above the interests of a particular insurer or other provider. The result is more choice and a more informed decision. His business philosophy combines a high level of integrity and superior service, and ethic aimed at helping his clients achieve financial independence.
As an authority in the financial planning field, Samir has often been quoted in many local and community newspapers and magazines and his articles on various topics of the industry were frequently published. He has been the recipient of many academic and professional awards. Mr. Stasi is actively involved in the community and served as a board member for many national and international Canadian organizations.
Samir brings to his position the wisdom and experience of 20 years in various management positions within the business and private sectors, complemented by 7 years in the financial planning area. He is continually upgrading his education to stay on the cutting edge of industry developments, believing that this will provide added value to his clients. Samir works hand in hand with a group of other professionals in all related fields (Lawyers, Accountants, Money lenders, Mortgage brokers...etc.) to insure that his clients continuously have the best advice and a well rounded comprehensive financial plan.
Samir believes that every successful individual will want to partner with him as his financial planner. He will discuss the basics with his clients and coach them toward a high level of confidence in their decision-making. His experience, analysis and specialized planning skills allow him to help the client define his/here goals, focus his/here options and understand recommended actions at every stage of his/here life. Although your goals will change over the years, your need for reliable professional will never change.
