SAMIR STASI
Certified Financial Planner
Samir is a Certified Financial Planner, member of the Financial Planners Standards Council. 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 single source for planning and wealth management needs for individuals.
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.
Samir brings to his position the wisdom and experience of 20 years in various management positions within the business and private sectors, complemented by 10 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. He 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.
Samir Stasi
Committing to an investment policy statement with a long-term or big-picture focus that recognizes there will be major pitfalls along the way will help you keep your composure. This should help you when bad things happen, to make the right, reasoned calls to protect your hard-earned wealth.
Risk
Tolerance...
Keeping your composure is the true test of your risk tolerance. Warren Buffett has a simple investment rule: "Be fearful when others are greedy, and be greedy when others are fearful."