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Sam Massis

Financial Writer

Sam Massis

CFA Charterholder with 14 years of industry experience and 9 years of writing experience

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.

Investment Management Content
Financial Writing
Finance Writing
Corporate Finance Content
Research
Social Media Content Creation
Capital Markets Content
Insurance Writing
Strategic Planning
Retirement Content
Fintech Content
Financial Services Content
Financial Reporting
Sam Massis

Sam Massis

CFA Charterholder with 14 years of industry experience and 9 years of writing experience

Financial Writer

Sam is Available for Projects

Work with Sam

Employment Highlights

Financial Writer, Business Editor & Investment Consultant

Independent

February 2013 - Present (11 years 2 months)

Senior Vice President for Corporate Finance

Global Structured Finance

July 2019 - Present (4 years 9 months)

Seasonal Tax Expert

Intuit Canada

January 2018 - May 2019 (1 year 5 months)

Senior Tax Advisor

Liberty Tax

February 2017 - May 2017 (4 months)

Education Highlights

CFA Charter Holder, CFA

CFA Institute

January 2007 - October 2010 (3 years 10 months)

Canadian Investment Manager (CIM), Canadian Investment Manager (CIM) Designation

CSI Institute

January 2001 - September 2004 (3 years 9 months)

Master of Science, Biochemistry

McGill University

January 1996 - December 1998 (3 years)

Bachelor of Science, Chemistry & Biochemistry

Imperial College London

January 1992 - December 1995 (4 years)

Portfolio

TheBigBankTheory.pdf

ActivevsPassiveInvesting.pdf

ThreeCommonMarketMythsDebunked.pdf

Private Equity Sample Factsheet

Venture Magazine

Economy: A World Divided

Venture Magazine

Eyeing Investment in India and Indonesia

TheBigBankTheory.pdf

ActivevsPassiveInvesting.pdf

ThreeCommonMarketMythsDebunked.pdf

Private Equity Sample Factsheet

Venture Magazine

Economy: A World Divided

Venture Magazine

Eyeing Investment in India and Indonesia

Resume

Financial Writer, Business Editor & Investment Consultant

Independent

February 2013 - Present (11 years 2 months)

  • 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.

Senior Vice President for Corporate Finance

Global Structured Finance

July 2019 - Present (4 years 9 months)

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.

Seasonal Tax Expert

Intuit Canada

January 2018 - May 2019 (1 year 5 months)

  • 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.

Senior Tax Advisor

Liberty Tax

February 2017 - May 2017 (4 months)

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.

Financial Advisor

Sun Life Financial

July 2015 - March 2016 (9 months)

  • Provided financial advising to new clients on investments and insurance.
  • Simplified families' financial plans to achieve their goals.
  • Managed risk through insurance tools.

Life & Living Benefits Insurance Advisor

RBC Insurance

December 2014 - June 2015 (7 months)

  • 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

CFA Charter Holder, CFA

CFA Institute

January 2007 - October 2010 (3 years 10 months)

Canadian Investment Manager (CIM), Canadian Investment Manager (CIM) Designation

CSI Institute

January 2001 - September 2004 (3 years 9 months)

Master of Science, Biochemistry

McGill University

January 1996 - December 1998 (3 years)

Bachelor of Science, Chemistry & Biochemistry

Imperial College London

January 1992 - December 1995 (4 years)