Sodhi Asset Management Inc - SAMI Canada

Sodhi Asset Management Inc - SAMI Canada Sodhi Asset Management Inc – SAMI Canada is a Mississauga/ON based portfolio management firm. The SAMI team has 25 years of money management experience.

We specialize in advising, establishing, protecting and managing long term savings through:
- Registered Disability Savings Plan (RDSP),
- Individual Pension Plan (IPP),
- Supplemental Executive Retirement Plan (SERP),
- Registered Education Savings Plan (RESP),
- Registered Retirement Savings Plan (RRSP). We allocate savings in carefully selected, excellent businesses and help families set and

achieve their financial goals. The average client is with us for over 18 years. We are equity biased with strong conviction for capital preservation. SAMI's professional team is led by Ravi Sodhi, MSc, LLM, Chartered Investment Manager and fellow of Canadian Securities Institute. Prior to founding SAMI, Ravi managed money for over 300 households with assets totaling over $100 Million in various self-directed plans including RRSP, RDSP, IPP, RESPs, and LIRAs. Our Investment belief system is based on the seven laws of money management and learning from the legends: Warren Buffet, Charlie Munger, and Benjamin Graham. We design your family’s holistic and detailed financial road-map which is simple to understand, implement, and monitor. Our Mission: Simple Investing, Better Living

Our core values and principles include working from the HEART:
H – Humble
E – Excellence
A – Action
R – Respectful
T – Transparency

HEART is structured around our 3 Ps:
Prudent – Learning from the Legends
Perseverance – Sticking to the plan
Partnership – Taking pride in your Prosperity

We help you live better with simple and prudent money management.

We had our Annual General Meeting yesterday, and we appreciate the presence of our clients. We hope you all enjoyed it.
03/13/2017

We had our Annual General Meeting yesterday, and we appreciate the presence of our clients. We hope you all enjoyed it.

Enjoy reading this new article that talks about the right investment advisor or portfolio manager, it’s important to loo...
02/22/2017

Enjoy reading this new article that talks about the right investment advisor or portfolio manager, it’s important to look at both qualitative and quantitative factors.

When it comes to finding the right investment advisor or portfolio manager, it’s important to look at both qualitative and quantitative factors.

“The Frugal Millionaire” by Ravi Sodhi delivers to readers a holistic step-by-step system for sound financial management...
02/21/2017

“The Frugal Millionaire” by Ravi Sodhi delivers to readers a holistic step-by-step system for sound financial management and smart investing.
Grab your book now on Amazon at a very reasonable price. Click here for more information: http://bit.ly/2ljSlif

We had a great time yesterday presenting RDSP information for Parent Group Support. We hope Canadians with disabilities ...
02/16/2017

We had a great time yesterday presenting RDSP information for Parent Group Support. We hope Canadians with disabilities and their families can grow money faster and build long-term financial security.

Tonight we are going to present information about RDSP to members of Brain Injury Society of Toronto. We hope we can hel...
02/15/2017

Tonight we are going to present information about RDSP to members of Brain Injury Society of Toronto. We hope we can help people with disabilities and their families save for long-term financial needs.

As we said, our office is OPEN and tonight our Parent Support Group will get a presentation by Sodhi Asset Management Inc - SAMI Canada on how best to use RSDPs and government grants to support a loved one with an ABI. Thanks Ravi & Fabianna!

Ravi Sodhi is launching the book “The Frugal Millionaire - Seven Money Management Principles to Help you to do More with...
02/13/2017

Ravi Sodhi is launching the book “The Frugal Millionaire - Seven Money Management Principles to Help you to do More with Less” that delivers to readers a holistic step-by-step system for sound financial management and smart investing.

This must read book can be found on Amazon sites and its partners in paperback and Kindle versions at a very reasonable price. Click here for more information: http://bit.ly/2ljSlif

Do you feel like you never have enough money, no matter how many hours you work or how much you earn? Do you worry whether you have enough in the bank whenever you use your debit card? Do you tune out during conversations about RRSPs because your pile of debt feels insurmountable? In The Frugal M...

We should always look to benefit from other’s wisdom. So many of us learned and derived some kind of benefit from the ve...
01/18/2017

We should always look to benefit from other’s wisdom. So many of us learned and derived some kind of benefit from the very important Eastern science of yoga. Read the article and join our LinkedIn Group "Charlie Munger - Wise Investments": https://www.linkedin.com/groups/12025313

What are your views on Mr. Munger’s statements that the best way to succeed is to simply avoid negatives? Take a look at...
01/16/2017

What are your views on Mr. Munger’s statements that the best way to succeed is to simply avoid negatives? Take a look at this article and enjoy our group "Charlie Munger - Wise Investments" on Linkedin.

We all know that ideas are a dime a dozen. But I beg to differ. With Google, Wikipedia, YouTube, and social media, I would say the price has changed to a dime a million. With how easy it’s become to

We would like to share our views on alarming facts that could make some impact in our lives in 2017.
01/11/2017

We would like to share our views on alarming facts that could make some impact in our lives in 2017.

Our professional Advisor/Client relationship might just change to lifetime friends after the 30th of November 2017. At this point, the majority of our investments (approximately 50%) are in cash or

We would like to invite you to join our new group "Charlie Munger - Wise Investments" on LinkedIn: www.linkedin.com/grou...
01/10/2017

We would like to invite you to join our new group "Charlie Munger - Wise Investments" on LinkedIn: www.linkedin.com/groups/12025313

It is a group for all people who admire Charlie Munger and are interested in investments and returns with wisdom. Join the group and share your thoughts!

Unfortunately, personal finance has not yet become a required subject in high school or college so you might be fairly c...
01/05/2017

Unfortunately, personal finance has not yet become a required subject in high school or college so you might be fairly clueless about how to manage your money.

You don't need an MBA to learn how to save money and invest in your future.

Check your financial plan, review budget at least once a year. January is often a good time to conduct a budget review b...
12/29/2016

Check your financial plan, review budget at least once a year. January is often a good time to conduct a budget review because you'll have the benefit of the full year's receipts and expenses.

January is often a good time to conduct a budget review because you'll have the benefit of the full year's receipts and expenses, financial planner says

Address

6711 Mississauga Road
Mississauga, ON
L5N2W3

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