Sodhi Asset Management Inc - SAMI Canada Information

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