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Sam A Macdonald Managing Partner & Advisor at CF Canada Financial Group

Sam A Macdonald Managing Partner & Advisor at CF Canada Financial Group Email Formats

InsuranceFlag of CASurrey, British Columbia, Canada1-10 Employees

Key Contact at Sam A Macdonald Managing Partner & Advisor at CF Canada Financial Group

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Sam Macdonald

Life, Income, Health, & Wealth Advisor | Business Owners & Families

Company overview

Headquarters17516 4th Ave, South Surrey - White Rock, British Columbia V3Z 0R9, CA
Phone number+18885883875
Website
NAICS52
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
Founded2000
Employees1-10
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

Founder/Owner

Funding Data

Sam A Macdonald Managing Partner & Advisor at CF Canada Financial Group has never raised funding before.

Frequently asked questions

Sam A Macdonald Managing Partner & Advisor at CF Canada Financial Group is located in Surrey, British Columbia, CA.
You can reach Sam A Macdonald Managing Partner & Advisor at CF Canada Financial Group at +18885883875.
Sam A Macdonald Managing Partner & Advisor at CF Canada Financial Group was founded in 2000, making it 26 years old. The company has established itself as a significant player in its industry over this time.
Sam A Macdonald Managing Partner & Advisor at CF Canada Financial Group has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

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