Meet Sami Majdalani

I once acquired a food business with no previous experience in the industry.

I made mistakes. I managed cash flow I had never seen before. I made payroll under pressure. I carried responsibility when the path was not clear.

That experience changed how I see business owners. It gave me a perspective you do not learn inside a large organization.

Before that, I spent more than 20 years in corporate leadership, including senior roles at Johnson & Johnson. That environment taught me discipline, structure, execution, and the importance of making decisions when the outcome matters.

But entrepreneurship taught me something different. It taught me what it feels like when the risk is personal, the capital is yours, and the consequences affect more than just you.

I did not enter estate and tax planning as a technician looking for a niche. I entered this work because I saw a serious and recurring gap.

Many successful Ontario business owners spend decades building wealth inside their corporations — retained earnings accumulating, business value growing, real estate appreciating. But very few have clearly mapped what that wealth could cost at death, or how the transfer would be funded when ownership changes or life forces the issue.

Their accountants were handling compliance. Their lawyers were handling documents. Too often, nobody had sat down and mapped the actual exposure — in dollars, not jargon.

When ownership transfers, planned or not, the tax bill does not wait for the family to get organized. It lands quickly. And without liquidity, families can be forced into decisions they were never prepared to make.

That is why I founded Eagle Wealth Partners: to help Ontario incorporated business owners and professional corporations understand the real number, build the right structure, and create funded liquidity before the problem becomes urgent.

My practice is deliberately narrow. I do not offer general financial planning or investment advice. Every engagement begins with quantification — the actual tax exposure your family would face today, built from your specific corporate structure, share value, retained earnings, and personal assets.

From there, I design the strategy and coordinate implementation alongside your accountant and lawyer. The plan is funded, documented, and reviewed annually as your business and family evolve.

Clients come in thinking they have a plan. They leave with a number, a structure, and a funded roadmap.

Many families have accountants. Many have lawyers. Many have wills. But very few have clearly answered the one question that matters most:

That is the gap I help clients solve.

I am based in Markham, in York Region, and most of the families I work with are close by — incorporated owners who built their businesses here and want their wealth to stay here.

Being part of this community is not a marketing exercise. I am an active member of both the Markham Board of Trade and the Richmond Hill Board of Trade. I serve as a board member at the Markham Tennis Club. I volunteer with the Red Cross.

These are not credentials. They are commitments. The same business owners I sit across from in a planning conversation are often the same people I see at a board meeting or a community event. That proximity creates accountability — and it shapes how seriously I take the work.

I am a father of two daughters. That shapes how I think about legacy in ways that no credential or designation ever could.

To me, legacy is not just money transferred to the next generation. It is clarity, responsibility, protection, and the example we leave behind. I want my daughters to see that building something is worth protecting — and that the people who helped others do that were worth trusting.

That is the standard I hold myself to in this practice.

Physical discipline is a major part of how I operate. CrossFit, skiing, mountain biking, and tennis are not hobbies I fit in around the edges — they are part of how I stay sharp.

They remind me that consistency matters, and execution separates intention from results. The same is true in estate planning.