885 West Georgia Street
Samantha is based downtown and she is the most recent addition to our team. Joining in 2015, she spent the previous eight years at CIBC, where she gained valuable experience moving up through various roles in the organization.
Samantha is responsible for client relations and client account maintenance. She provides direct support for online access, client statements, fund transfers and setting up meetings. Samantha works alongside Kenzy to ensure the accuracy of her client accounts and ensures client questions are answered promptly. Samantha also works alongside Marion and assists her in preparing financial and retirement plans. Samantha has strong communication and organizational skills that ensures a consistent level of exceptional service is delivered at all times.
Samantha has completed the Canadian Securities Course, Investment Funds of Canada & the Conduct & Practices Handbook. She is currently working towards completing Wealth Management Essentials.