Sam Lichtman - Financial Consultant with Investors Group

Personal Biography

Since moving to Regina from Ontario 7 years ago, it has quickly become home to me. In my time here I have been truly blessed in finding my amazing wife Aleesha, and also an exhilarating career in financial planning. I was introduced to the financial world through the credit union system, and worked with them for 3 years prior to joining Investors Group so naturally community involvement is instilled in my nature. I coach soccer, have helped teach financial literacy in high schools and have a passion for financial education.

Vision

My vision is to help clients be better off financially, have financial plans that meet their current life situation, and ensure they are prepared for events both expected and unexpected.

Mission

I am a lifelong learner and relationship builder. I will devote time and effort into ensuring I am providing you the best advice. Through continuous learning, and investing time into clients, I will help accomplish goals, answer any questions, and address concerns in a timely and professional manner.

Background

I started working in finances when I was just 19. I have always had a passion for learning about managing money and helping other people make the most of their money. I started with the credit union, and developed my knowledge of the industry through learning from seasoned professionals, and extensive training in the industry. I am committed to learning as much as I can about this industry.

My Value

I take pride in two things in life, my family and my integrity. Integrity is the cornerstone of my life and is something I will never sacrifice and will not be compromised when I deal with clients. I have a sincere desire to see clients do well financially as I know it affects so many areas of life besides just your net worth. All clients that deal with me will get an honest, transparent and educated opinion on how I believe they should be handling their money, and what type of products they would benefit from. I will work with you to understand everything you need and deliver a plan based on needs and goals.