SaM Dunn

Samuel Dunn brings a sharp eye, steady hand, and a strategist’s mind to every client conversation. As Business Development & Strategic Planning Lead at TaxWise Insurance, he works with business owners and incorporated professionals to reduce taxes, protect their assets, and implement financial strategies that actually make sense—on paper and in real life.

With a Mensa-certified IQ of 166 and a background spanning financial operations, entrepreneurship, and capital markets, Samuel blends high-level analysis with real-world hustle. Before joining TaxWise, he managed the full financial function of a private healthcare company and previously launched and ran his own business. He also spent time in the markets as an active trader, where he sharpened the skills he now brings to every client engagement: focus, discipline, and a relentless eye for opportunity.

Known for his straight talk and relationship-first approach, Samuel helps clients cut through financial complexity without ever talking over their heads. He doesn’t sell products—he builds trust by helping people make smarter moves with their money.

Based in Surrey and working across the Lower Mainland, Samuel spends his time outside of work chasing down roads on two wheels, staying active, and finding the next big idea.