


Sam A Macdonald Managing Partner & Advisor at CF Canada Financial Group Email Formats
Insurance • Surrey, British Columbia, Canada • 1-10 Employees
Key Contact at Sam A Macdonald Managing Partner & Advisor at CF Canada Financial Group
Sam Macdonald
Life, Income, Health, & Wealth Advisor | Business Owners & Families
Company overview
| Headquarters | 17516 4th Ave, South Surrey - White Rock, British Columbia V3Z 0R9, CA |
| Phone number | +18885883875 |
| Website | |
| NAICS | 52 |
| Keywords | Investments, Financial Advisor, Community, Advisor, Financial Services, Insurance, Financial Planning, Mutual Funds, Wealth Management, Executives, High Net Worth, Young Adults, Business Owners, Debt Consolidation, Segregated Funds, Free Consultation, Legal Wills, Financial Careers, Independent Advisor, Group Retention Benefits, Tax Effectiveness, Independent Advisor |
| Founded | 2000 |
| Employees | 1-10 |
| Socials |
About Sam A Macdonald Managing Partner & Advisor at CF Canada Financial Group
Sam A. Macdonald is a senior Life, Income, Health & Wealth Advisor, specializing in Business Owners & Families. He has over 30 years of experience as a business owner and executive in the CPG and FMCG industries, working with companies such as Hershey Canada, Dynamic Confections, and Brockmann Chocolate. He leverages his expertise in business continuation, income protection, asset transfers, employee retention benefits, high wealth tax solutions, leveraging, retirement, estate and legacy planning, funding buy-sell agreements, health & welfare trusts, asset transfers, holdco’s and diversification hedging to help his clients achieve their financial goals and protect their families and businesses. He offers mortgage referrals and insurance products, including segregated fund policies, through RBC and specialist teams. He is passionate about empowering millions of Canadian families and businesses with financial security and peace of mind.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Sam A Macdonald Managing Partner & Advisor at CF Canada Financial Group has never raised funding before.
Frequently asked questions
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