Founded in 2002 by Sam London, Chartview brings decades of experience in financial services and strategic advisory. Sam has over 30 years of expertise in:
Mergers and acquisitions
Financing and investment funds
Tax considerations
Due diligence and regulatory compliance
Complex negotiations
Sam holds CPA, MBA and B.Com credentials and previously served as Senior Vice President of Corporate Development at one of Canada's leading independent investment management firms, as well as CFO of its affiliated trust company and securities dealer.
He brings deep expertise in the wealth and asset management sectors and has led more than 150 strategic transactions encompassing all aspects of M&A — including valuation, deal structuring, negotiation, financial analysis, regulatory compliance, legal support, corporate governance, and tax considerations. His broad experience ensures a strategic, thoughtful, well-informed approach tailored to client needs.