Sam Bahugun

Sam Bahugun

Portfolio Manager

CFA®

Tailored solutions in tune with your needs and the needs of those you care about

Phone

Office

(416) 944-7138

Mobile

(647) 981-8446

Office Location

66 Wellington Street West 2nd Floor - TD Tower Toronto, ON M5K 1A2. map

About Me
I help high net worth families and organizations plan and achieve their financial goals by constructing a tailored portfolio. I believe in a deep and thorough discovery process to understand what is most important to our clients and make recommendations by balancing our clients’ needs against their behavioural biases.

I have been with TD Bank Group for 10 years and have been working directly with high net worth clients since joining TD Wealth in 2014. I work in partnership with Jeet Dhillon, Senior Portfolio Manager, building long-term relationships with individuals, families, corporations, trusts, endowments and foundations. Providing discretionary investment advice our team takes a holistic approach to managing wealth by developing a comprehensive understanding of your overall financial position. We believe your investment portfolio is a piece of your overall wealth plan and it is our responsibility to identify the gaps. A part of our service comprises of our extended team of wealth professionals at TD Wealth who can provide you with their expertise in their respective areas including, estate planning, business succession, insurance, tax and philanthropic giving. Together, we cover each aspect of your wealth to help ensure that your wealth is being managed prudently and professionally.

Our Philosophy
Our clients' needs and goals are deeply personal.

The investment and wealth plan that will help them achieve those goals must be as distinct as they are. We are equipped to provide tailored advice to help build the future they want — and we can only do that by truly understanding what matters most to them.

Our Clients
Affluent families, professionals, business owners, family estates and trusts, institutions and charitable organizations.

They choose us for our experience in anticipating the complex challenges of growing and protecting wealth, and responding with thoughtful solutions that consider tax implications, family dynamics, and other priorities.

Our Discovery Process
Armed with a deep understanding of your priorities and values, I'll build a team of TD specialists centered around you. And, as your needs evolve, your wealth strategy will evolve with you. I take our relationship with you seriously – that means we'll be in touch with you on an ongoing basis so we can provide you with the information you need for a successful financial future. And when you need advice, we'll be there with a breadth of knowledge and expertise, along with the personalized attention you deserve. 

Helping You Achieve Your Vision Of Success
Our goal is to offer you the relevant, customized wealth advice you deserve - and we can do that only by fully understanding you. That's why we take a unique approach to understanding you, your family and your values. Whether your needs are straightforward or complex, we're dedicated to delivering tailored, comprehensive, wealth management strategies that are rooted in your goals. We will stay in tune with your needs and help ensure you're on track to achieve the future you envision for yourself.

As your dedicated relationship manager, I will stay in tune with your needs and help ensure you're on track to achieve the future you envision for yourself. Through regular contact, I will routinely assess your investment portfolio and goals, ensuring you are introduced to the right TD specialists at the right time. I will be able to provide you access to specialists across Private Wealth Management and beyond.

Certificates

CFA®

Languages

English

Punjabi

Hindi

Achieve what truly matters to you

We offer wealth and investment management solutions to a select group of clients. Our specialists have extensive experience working with high-net-worth and ultra-high-net-worth Canadian individuals and families and we understand their distinct needs. We also understand that one size doesn't fit all, and that personalizing your wealth strategy involves taking the time to really get to know you and your vision for the future.

Our Solutions

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

Nick & Justina – Business owners teaming up with TD Wealth

Putting finances into perspective

As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.

Polly – Moving forward with the right financial plan

Empowering Polly to achieve financial success

When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.

What We Do

What to expect when working with us

Seamless Onboarding

We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.

Personalized Strategies

Get holistic wealth management strategies tailored to your goals with exceptional investment management expertise.

Proactive Reviews

Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.

Your unique goals

You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.

Our Clients

You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.

Healthcare Practitioners

As you develop your career as a physician or dentist, beginning with medical or dental school, through your residency and specialization training—on to being part of your own practice and retirement, TD is here to help with professional financial services for every step of your professional journey.

Asian Segment

Whether you are new to Canada or established Asian Canadians, we have colleagues who understand your unique financial needs, and the tools and resources to help you with your real estate lending, investment solutions, retirement planning, estate and trust planning, as well as philanthropic giving, business expansion, succession, and tax planning.

Multi-Generational Family

You've worked hard to build your net worth and we understand how important it is to protect what you've built for generations to come. To help you navigate the myriad challenges of preserving wealth across multiple generations, we can create a plan that is tailored to your specific needs and values.

Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

Article

Money Talk

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The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

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