Samuel Raharjo
Mutual fund representative 1
Insurance representative
Customplan Financial Advisors
About me
Samuel Raharjo is a Branch Manager at Investia Financial Services Inc., and serves as the Marketing Director for British Columbia at Customplan Financial Advisors Inc.
With a strong focus on privacy, cybersecurity and regulatory compliance, Samuel is passionate about helping financial professionals stay secure and efficient in a fast-evolving industry. His expertise in digital systems and security has positioned him as a forward-thinking leader who bridges technology with personalized financial advice.
Sam is also an active advisor, guiding clients through intergenerational wealth transfer, supporting corporate planning strategies and ensuring that financial education remains central to every decision. He believes that empowering clients with knowledge leads to more confident and impactful financial choices.
Beyond the financial world, Sam is a passionate supporter of the arts, a lover of science fiction literature and a firm believer in the power of community. His global mindset and dedication to volunteering reflect his belief that wealth should serve not just individuals, but the greater good.
Contact meAbout my team
Belinda is a highly skilled Executive Assistant with over 8 years of experience in the investment and insurance sectors. She is a cornerstone of the practice, blending technical compliance expertise with a warm, client-first approach. She ensures every interaction is handled with the utmost care and professionalism. Belinda keeps the office running smoothly behind the scenes, assisting Sam with portfolio reviews and managing everything from complex scheduling to the rigorous preparation of investment and insurance documentation. She takes pride in being a reliable resource for Sam’s clients. Belinda is dedicated to supporting Sam in his goal of helping clients feel confident and supported in their financial journey.
A complete service offer to answer your needs
Savings and retirement
Mutual funds are based on a simple principle : pooling your money with that of many other investors in order to offer you access to global markets and a large selection of investments, as well as the flexibility to invest whatever you want, whenever you want.
Economic News with Sébastien Mc Mahon
Sébastien Mc Mahon has been Senior Vice-President, Investments and Chief Economist at iA Financial Group. In addition to being the Group’s spokesperson on economic matters, he is also the chair of the asset allocation committee and responsible for managing the company's diversified funds. He serves as the company’s spokesperson on economic matters.
Latest videos and podcasts
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February 27, 2026
Law and order -
February 20, 2026
Uncertainty rising -
February 13, 2026
Let the show begin! -
February 6, 2026
Tech correction
Why work with an advisor?
An advisor helps you make the best choices based on your reality and your needs. An advisor also helps you find your way in the sometimes complicated world of investments and insurance. By using the services of an advisor, you will:
- Earn more money and learn where and when to invest
- Receive a personalized financial plan that will help you achieve your objectives
- Avoid flavours of the month and investment mistakes related to influences from the media and the people around you
- Be able to weigh the pros and cons in terms of investments based on your investor profile and risk tolerance
- Save time and enough money to carry out your projects
Make your life easier with our mobile application. This free app will allow you to follow the evolution of your investments.
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Direct access to your investments and our advice
Stay up-to-date on the progress of your investments, access to detailed information about your accounts and see if you are on track reach your goals.
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