Sam Lichtman CFP

Financial Planner at Achieve Wealth Management

Speaker

Sam is a Certified Financial Planner (CFP) with 9 years of experience in the banking and investing space. He has also worked for Conexus Credit Union and Investors Group. Now, he runs his own wealth management firm called Achieve Wealth Management, where he provides financial planning for working Canadians and investment services through Portfolio Strategies Corporation. Sam is a financial literacy advocate that has built a strong TikTok following with over 60,000 followers. On his TikTok platform, Millennial Money Canada, Sam deconstructs complicated investing principles, explains Canadian investing tools and resources, and debunks outdated investing advice. He also hosts the podcast Millennial Money Canada where his guests teach listeners about all things personal finance with case studies and hypothetical situations.