Claude has been providing financial planning advice to Nova Scotians for more than 18 years. Understanding the value of continuity in an ever-changing landscape, he has spent the last 16 years with the same financial planning firm. Claude believes in the principle of value-based planning as opposed to market-based planning. Essentially this process entails a deep understanding of the goals, needs, and dreams as well as anxieties and fears of each of his clients before constructing and implementing a written financial plan. Various financial products and “the flavour of the day” will come and go but building a solid relationship based on communication and trust will last a lifetime. With a vast and knowledgeable team of professionals and consultants around him, Claude has become the “point person” for Nova Scotia families attempting to live their dreams, whether it is securing a comfortable retirement, assisting with the sale of a business, or funding a child’s education. Claude graduated from St. Francis Xavier University with a Bachelor in Science degree. Upon successfully entering the financial service industry, he completed the Canadian Investment Funds Course in 1997 and received the Elder Planning Counselor designation in 2006. In his personal time, Claude is an active volunteer in the community. He is a former member of the Coxheath Elementary School Advisory Committee and board member of the Cape Breton County Minor Hockey League. Having witnessed the value of sports and the importance of leadership in young children, Claude is active in coaching Minor Soccer, Hockey and Baseball to our youth. Claude resides in Coxheath with his wife Monica and their three children.
Insurance products available through Claude C. Sampson
Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.