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Sodhi Asset Management Inc.

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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, resp

Headquarters:
6711 Mississauga Road, Mississauga, Ontario, Canada, L5n 2w3
Industry:
Capital Markets
Founded:
2014
Employees:
5
Annual Revenue:
-

Type: Private
Ticker: -
Canada 5
Portfolio ManagementFinancial AdviceValue InvestingAsset ManagementMoney ManagementFinancial Planning

Frequently asked questions about Sodhi Asset Management Inc.

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Where is Sodhi Asset Management Inc. located?

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Sodhi Asset Management Inc.'s headquarters is located at 6711 Mississauga Road, Mississauga, Ontario, Canada, L5n 2w3

What is Sodhi Asset Management Inc.'s official website?

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Sodhi Asset Management Inc.'s official website is samicanada.com

How many employees does Sodhi Asset Management Inc. have?

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Sodhi Asset Management Inc. has 5 employees

What industry does Sodhi Asset Management Inc. belong to?

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Sodhi Asset Management Inc. is in the industry of: Capital Markets

What are Sodhi Asset Management Inc.'s social media links?

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Sodhi Asset Management Inc. Linkedin page

Distro — Free Sales Engagement Platform

Sequences, cloud call center, shared inbox, form tracking and more — on a single platform. Double your sales team's output with fewer tools.


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