Sami Majdalani M.A.(Econ.), BA, LLQP

Pioneer
DISC Type : DSI

Member at LeadTribes

Greater Toronto Area, Canada

Overview

Sami Majdalani specializes in helping business owners in Ontario protect their wealth through advanced estate and tax planning. Drawing on over two decades of experience, he focuses on succession planning and legacy protection. People who have worked with him describe him as a strategic, diligent, and honest leader with strong business acumen.

He is a member of LeadTribes, a community of professionals in the Greater Toronto Area focused on building business growth through trusted, in-person relationships. His background also includes being a certified Peak Performance and Mindset Coach, empowering leaders to achieve clarity and purpose.

Uniquely, Samis career spans three decades across diverse sectors including healthcare, medical, and food & beverage before he founded Eagle Wealth Partners.

Personality Overview

Decisive But Friendly

Dynamic But Sincere

Driven But Considerate

They combine a unique set of diverse traits where they are fast and friendly but can slow down to be thorough when needed  They have the unique ability to win both love and respect from their team (or outsiders) If they are convinced, they can become very strong champions for your product

Topics They Care About

Estate Tax Planning
His entire professional focus at Eagle Wealth Partners is helping business owners and families reduce estate taxes and protect generational wealth.
Succession Chaos
A core part of his value proposition is helping family businesses prepare for ownership and asset transfers to the next generation.
Peak Performance
He is a Certified Mindset-Conquest Coach and has a background in helping agency leaders achieve peak performance and lead with clarity.

Media Appearances

Sami has no verified media appearances

Work History

9-2025
Member at LeadTribes
1-2025
Peak Performance & Mindset Coach at Mindset-Conquest
10-2022
Managing Partner at The Aesthetic Business Consultants
3-2022
Estate & Tax Planning | Life Insurance Strategies at Eagle Wealth Partners
3-2022
Founder & Estate Tax Specialist | Eagle Wealth Partners at Eagle Wealth Partners

Education

Master from Saint Joseph University of Beirut

More Information

Social Presence :

Prographics :

Exp : 26 Location : Greater Toronto Area, Canada Job Level : Leadership Designation : Member at LeadTribes
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Insights For Selling To Sami

During A Call Or A Meeting

DO's

  • Keep your pitch focused on the impact but nurture the relationship too
  • Mostly stick to your standard pitch and qualifying script, but add some stories or anecdotes to it
  • Ask them for a lunch or coffee once some rapport has been established

DONT's

  • Don’t be very informal during the early interactions even if they are being so themselves
  • Don't lean very heavily into providing too much information, sharing whitepapers etc.
  • Avoid focusing only on the product or its ROI, keep building trust subtly

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Sami is

  • Nothing less than a strong combination of proof of results, relationship and high levels of professionalism is effective with them.
  • Will you ever get a clear answer from Sami

  • They can say no while staying friendly, but can also be pursuaded to reconsider

Insights For Deal Planning

    How fast (or slow) will Sami move?

  • They are generally fast movers and can take quick decisions
  • Can Sami take some risk or not?

  • They have high risk-appetite but can get ahead of themselves once in a while. Observe carefully

You And Sami

Personality Compatibility


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