I am a Certified Financial Planner specializing in helping clients save and plan for their future to provide the chosen income and lifestyle for their retirement. Often times this includes planning and assisting in the passing of wealth to their next generation.
30 Years plus in the Life, Health Insurance Business, Mutual Fund Licensed, CHS and Financial Advisor working with Business Owners, Families in the construction, trades business whom own real estate looking for assistance on the Estate side has been more present in my practice then before. My goal is broaden my knowledge regarding this area to assist existing clients and work with professionals whom have and require my expertise.
In the business of financial service for over a decade and immensely continue to enjoy the relationships created with individuals and families that I have crossed paths with along the journey.
Michael Samlalsingh, MBA, CPA is the founder of MM Financial Solutions Professional Corporation, a professional accounting and advisory firm serving small businesses, professionals, and owner-managed organizations. Michael has over twenty years of experience in accounting, tax, and financial management, including senior roles in complex and regulated environments.
Through MM Financial Solutions, Michael provides accounting, tax compliance, and financial advisory services with a focus on clarity, structure, and sound financial stewardship. Beginning in 2026, MM Financial Solutions will also offer financial and tax-focused support to executors and families involved in estate administration, complementing existing business and advisory services.
Michael is committed to professional standards, clear communication, and providing dependable guidance to clients navigating both business and personal financial matters.
Believing in the guiding principle of collaboration, we have built a team of compassionate, knowledgeable and experienced business experts and financial specialists. Together with other outside collaborative partners, the team’s singular purpose is to find and deliver creative solutions to help Canadian incorporated business owners and their families to Live Well and Retire Better.
Mark Sampson CFP, CHS, CLU, CEA
I'm Serenial Life FR for almost more than 3 years now, but I have been in the industry for almost 2 decades.
My passion is to assist anyone to attain to goal of creating wealth & protecting their love ones.
Likewise, I believe that education plays a vital role in a family and as a nation . I have helped lots of your generation reach their academic goals by providing RESP & other tools that create funds for their education.
Some people see financial planning as a puzzle where the pieces don’t always fit together. As an Edward Jones advisor, I help you connect the pieces in a way that makes sense for your life, so your financial future feels clear and achievable.
I help individuals, couples, families and business owners achieve their most important goals with comprehensive financial advice, guidance and planning. Whether you’re just starting out, in your peak earning years, or mapping your transition into retirement, I can support you with plans that address all of your financial needs - including tax-efficient strategies for investing, protecting your wealth, and building a strong legacy. I’m especially passionate about supporting clients through life’s big changes and helping them feel empowered to shape their future.
I believe that successful financial planning requires an equal measure of head and heart. And with me, you get both: a strategic and analytical partner who cares deeply about your success.
From a young age, I’ve had a natural affinity for numbers and problem-solving, which helps me pinpoint opportunities to reach your goals more effectively and head off potential risks before they arise. My clients also benefit from my love of learning and constant drive to earn new credentials - which bring new experience and fresh perspectives to our strategies.
At the heart of my practice is a simple philosophy: financial advice should be as personal as the lives it touches. That’s why I’m here to be your sounding board for long-term decisions, not just transactions. With me, you can expect thoughtful questions, ongoing partnership, and a shared vision for the life you want to create.
My practice is supported by a branch team that shares my commitment to thoughtful, personalized experience, working together to help you feel confident and supported at every stage of your financial journey.
When I’m not helping my clients, I enjoy an active lifestyle with my husband and our blended family of five - from weekend biking adventures to all the joys that come with a full house.
Are you ready to build a financially secure life on your own terms? Please get in touch and we can explore the possibilities.
I am an investment advisor with 25 years experience through Investia Financial Services, providing mutual funds and life insurance products and advice to meet the personal needs for individuals and families before and into retirement. I have completed my RPA, and EPC designations and am always looking for additional ways to add to my education so I may better serve my clients whether they are in their working and accumulation years or later in their retirement, deaccumulation and estate planning years.
October 15th 2026 - Mississauga, ON.
For complete details, please visit NationalEstatesandLegaciesSummit.com
To Register now CLICK HERE