A graduate of the Finance program at the Asper School of Business, Sam has also studied International Finance in Montpellier, France. Licensed to serve all aspects of our client needs, she possesses excellent project management, and client service skills, and works closely with all team members and clients to ensure client needs are satisfied and all operations run efficiently. As a CERTIFIED FINANCIAL PLANNER® , Samantha will take the time to develop a deep understanding of what clients really want and need to help provide tailored solutions. She continues to grow and is currently continuing her education by taking the Derivatives Fundamentals and Options Licensing course as well Portfolio Management Techniques through the Canadian Securities Institute.
Outside of work, when her head is not in a textbook, Sam loves to travel and spend time with her fiancé and their two cats Oliver and Ziggy and their dog Molly. She is also passionate about being involved in her community and currently volunteers for the South Winnipeg Family Information Centre.