Sam Massis
Financial Writer

Sam Massis

CFA Charterholder with 14 years of industry experience and 9 years of writing experience
Work with Sam Work with a Financial Writer

About

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.

Employment

6 roles
Jul 2019 - Present 6 years 10 months
Senior Vice President for Corporate Finance
Global Structured Finance

Global Structured Finance is dedicated to helping small and medium-sized firms (SMEs) gain access to the global debt capital markets at a much lower cost which is normally only available to large corporate entities.

  • Worked closely with other senior leaders to drive growth and seek improvements in operational processes.
  • Coordinated financial planning, analysis and reporting.
  • Developed financial operating reports, such as annual plans, quarterly forecasts, periodic reviews and updates.
  • Gathered business performance data, analyzed and compared it to previous periods, and developed recommendations for improvements in revenue growth or resource allocation.
Feb 2013 - Present 13 years 3 months
Financial Writer, Business Editor & Investment Consultant
Independent
  • Developed an educating style of writing that simplifies financial concepts across both physical and digital media. 
  • Wrote on various topics such as investment analysis, mutual funds, tax planning, personal finance, financial risk management, insurance, banking, and cryptocurrency. 
  • Created social media posts, PowerPoint presentations, published articles, or in-depth research papers.
  • Worked as an online editor for an IFC-sponsored business website.
Jan 2018 - May 2019 1 year 4 months
Seasonal Tax Expert
Intuit Canada
  • Provided tax review of clients' tax returns and responded to related tax correspondence. 
  • Assisted with the preparation of the quarterly and annual tax provision and related tax accounting.
Feb 2017 - May 2017 3 months
Senior Tax Advisor
Liberty Tax

Liberty Tax is a tax preparation franchise specializing in tax planning, tax returns, income tax courses, tax education and preparation.

  • Researched, analyzed and interpreted changing tax legislation in both the US and overseas.
  • Worked with tax law and revenue provisions.
  • Prepared and submitted compliance tax returns by the deadline.
  • Carried out detailed computations to calculate tax liability and advised on how to minimize liability.
Jul 2015 - Mar 2016 8 months
Financial Advisor
Sun Life Financial
  • Provided financial advising to new clients on investments and insurance.
  • Simplified families' financial plans to achieve their goals.
  • Managed risk through insurance tools.
Dec 2014 - Jun 2015 6 months
Life & Living Benefits Insurance Advisor
RBC Insurance
  • Provided integrated life insurance planning and financial advice.
  • Developed an understanding of each client’s needs.
  • Built rapport with new clients and strengthened existing relationships and established a thriving client network based on trust.

Education

Jan 2007 - Oct 2010 3 years 9 months
CFA Charter Holder, CFA
CFA Institute
Jan 2001 - Sep 2004 3 years 8 months
Canadian Investment Manager (CIM), Canadian Investment Manager (CIM) Designation
CSI Institute
Jan 1996 - Dec 1998 2 years 11 months
Master of Science, Biochemistry
McGill University
Jan 1992 - Dec 1995 3 years 11 months
Bachelor of Science, Chemistry & Biochemistry
Imperial College London

Portfolio

22 items