<ul><li>Developed an educating style of writing that simplifies financial concepts across both physical and digital media.&nbsp;</li><li>Wrote on various topics such as investment analysis, mutual funds, tax planning, personal finance, financial risk management, insurance, banking, and cryptocurrency.&nbsp;</li><li>Created social media posts, PowerPoint presentations, published articles, or in-depth research papers.</li><li>Worked as an online editor for an IFC-sponsored business website.</li></ul>

Financial Writer, Business Editor & Investment Consultant

Global Structured Finance is dedicated to helping small and medium-sized firms (SMEs)&nbsp;gain access to the global debt capital markets at a much lower cost which is normally only available to large corporate entities.<ul><li>Worked closely with other senior leaders to drive growth and seek improvements in operational processes.</li><li>Coordinated financial planning, analysis and reporting.</li><li>Developed financial operating reports, such as annual plans, quarterly forecasts, periodic reviews and updates.</li><li>Gathered business performance data, analyzed and compared it to previous periods, and developed recommendations for improvements in revenue growth or resource allocation.</li></ul>

Senior Vice President for Corporate Finance

<ul><li>Provided tax review of clients' tax returns and responded to related tax correspondence.&nbsp;</li><li>Assisted with the preparation of the quarterly and annual tax provision and related tax accounting.</li></ul>

Seasonal Tax Expert

Liberty Tax is a tax preparation franchise specializing in tax planning, tax returns, income tax courses, tax education and preparation.<ul><li>Researched, analyzed and interpreted changing tax legislation in both the US and overseas.</li><li>Worked with tax law and revenue provisions.</li><li>Prepared and submitted compliance tax returns by the deadline.</li><li>Carried out detailed computations to calculate tax liability and advised on how to minimize liability.</li></ul>

Senior Tax Advisor

<ul><li>Provided financial advising to new clients on investments and insurance.</li><li>Simplified families' financial plans to achieve their goals.</li><li>Managed risk through insurance tools.</li></ul>

Financial Advisor

<ul><li>Provided integrated life insurance planning and financial advice.</li><li>Developed an understanding of each client’s needs.</li><li>Built rapport with new clients and strengthened existing relationships and established a thriving client network based on trust.</li></ul>

Life & Living Benefits Insurance Advisor

TheBigBankTheory.pdf

Sam Massis

ActivevsPassiveInvesting.pdf

ThreeCommonMarketMythsDebunked.pdf

Private Equity Sample Factsheet

Wrote about the world's economies split over the years.

Economy: A World Divided

Introduced the "Fragile Five" focusing on India's and Indonesia's investment.

Eyeing Investment in India and Indonesia

5 Myths About Life Insurance

Explaining the Family Tax Credits in 2015

Created an outline of the valuation process of a business.

Your Secret to Value a Business

How Low Can Oil Go?

Tackled how small businesses can sometimes outpace big corporations.
Walmart vs Dollarama comparison.

How to Invest Like a Business Owner

Created an overview of the Canadian tax system, and tax reduction strategies.

Know Your Taxes

Discussed how the major monetary experiment people embarked on to deal with the financial crisis might not end well.

Currency Crisis Ahead

Size Doesn't Always Matter

Explore the Exciting, but Invest in the Mundane

Wrote on how to invest in a low-interest-rate environment.

The Flat World of Finance

Developed an outline of the growth-risk characteristic of a growing business.

Why Not to Invest With Family and Friends

Saudi Stocks: Worth a Punt for Foreigners?

Provided a discussion on how to invest in a volatile Turkish market.

Investing in Turkey: Hype or Hope

Crafted content on the distribution of World Aid to Africa, and its implications.

Investing Fast and Slow in Inequality

English (British)

A CFA (Chartered Financial Analyst) charterholder and CIM (Canadian Investment Manager) holder, Sam Massis is a finance writer with over 14 years of industry experience. He previously worked as an online editor for an IFC-sponsored business website. He has an educating style of writing that simplifies financial concepts across both physical and digital media. His specialties include topics such as investment analysis, mutual funds, tax planning, personal finance, financial risk management, insurance, banking, and cryptocurrency. Sam also takes an engaging approach in creating social media posts, PowerPoint presentations, published articles, or in-depth research papers.

Sam Massis

Employment Highlights

Education Highlights

Portfolio

TheBigBankTheory.pdf

ActivevsPassiveInvesting.pdf

ThreeCommonMarketMythsDebunked.pdf

Private Equity Sample Factsheet

Economy: A World Divided

Eyeing Investment in India and Indonesia

TheBigBankTheory.pdf

ActivevsPassiveInvesting.pdf

ThreeCommonMarketMythsDebunked.pdf

Private Equity Sample Factsheet

Economy: A World Divided

Eyeing Investment in India and Indonesia