Samantha partners with individuals, business professionals, and farm families to support their wealth creation, protection, and transition goals. Her unwavering commitment to knowing her clients and focus on personalizing the wealth approach are remarkable.
Samantha holds a Bachelor of Management in Finance from the University of Lethbridge and Master of Business Administration (MBA) from Bond University in Queensland, Australia.
She is a CIRO licensed Wealth Advisor and currently working towards her Certified Investment Management (CIM) designation. She also carries her Life Insurance (LLQP) certification with the Alberta Insurance Council (AIC).
Samantha believes that connected communities foster financial stability and strength for families and business alike. Volunteering within her community, Samantha sits on the executive board with The Lending Cupboard and can be found behind the bench as the assistant coach of the Women’s Queens Hockey team at Red Deer Polytechnic. She also enjoys being involved in her family’s commercial cattle and mixed grain farm operation, traveling, and taking her Bernese Mountain Dog, Billi, on camping adventures.