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Professionals you can trust

Sam earned his Bachelor’s degree in Finance and Economics from Huron University College at Western University, graduating on the Dean’s Honour List for academic excellence. Prior to joining Nicola Wealth, he held a senior role at Sewell’s Marina, where he was recognized for his leadership, proactive approach, and dedication to enhancing the client experience. 
 
Outside of work, Sam enjoys golfing, playing hockey, and staying informed on financial markets, politics, and current events.

Sam is a Wealth Planning Associate at Nicola Wealth, where he supports advisors and clients with tailored planning and exceptional service. He brings a solid background in operational efficiency and client relationship management, paired with a strong interest in financial planning. 

Overview

Sam Neale

Wealth Planning Associate

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The content of this site is intended for U.S. residents. Please note that Nicola Wealth investments funds are generally not offered to U.S. residents at the present time. As such, the contents of this website should not be construed as as an offer of any of Nicola Wealth’s investments funds to U.S. residents. Any information, statement or opinion set forth herein is general in nature, is not directed to or based on the financial situation or needs of any particular investor, and does not constitute, and should not be construed as, investment advice, forecast of future events, a guarantee of future results, or a recommendation with respect to any particular security or investment strategy or type of retirement account. Investors seeking financial advice regarding the appropriateness of investing in any securities or investment strategies should consult their financial professional.

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Accredited investors also include certain institutions, including U.S. banks and U.S. branches of foreign banks, U.S. savings and loans associations, U.S. insurance companies, U.S. registered brokers and dealers, U.S. registered investment companies and business development companies (as defined by the U.S. Investment Company Act of 1940).
 
Additionally, certain state pension funds and ERISA plans with more than $5 million total assets and certain partnerships, corporations, and trusts with more than $5 million total assets are also considered.


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