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Work With High Performing Talent On Demand
Work With TalentFinancial Writer
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.
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 SamFinancial 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)
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)
Venture Magazine
Venture Magazine
Venture Magazine
Venture Magazine
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)
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.
Seasonal Tax Expert
Intuit Canada
January 2018 - May 2019 (1 year 5 months)
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.
Financial Advisor
Sun Life Financial
July 2015 - March 2016 (9 months)
Life & Living Benefits Insurance Advisor
RBC Insurance
December 2014 - June 2015 (7 months)
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)