Samantha partners with individuals, business professionals, and farm families to support their wealth creation, protection, and transition goals. Her commitment to knowing her clients and her unwavering focus on personalizing wealth management strategies, allow her to deliver client focused wealth management plans and portfolio designs.
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 licensed Wealth Advisor and Portfolio Manager having obtained her Chartered Investment Manager (CIM®) designation. Samantha 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 currently sits on the executive board of The Lending Cupboard. She has also played a vital part of the Women’s Queens Hockey team at Red Deer Polytechnic, leading the team to two gold medal victories in the ACAC league.
Outside of this, Samantha 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.