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Contact Us

William Brown
Daisuke (Dice) Shimakawa, PFP
Samia Beg, MBA
Daniela Leung, CFP

Tel: 416-359-6833
Fax: 416-359-4942

Address
First Canadian Place
100 King St. W, 38th Floor
Toronto, ON
M5X 1H3
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Samia Beg, MBA, CIM®

Associate Investment Advisor

Tel: (416) 359-4024

Fax (416) 359-4206

E-mail: samia.beg@nbpcd.com

Samia has spent over 15 years in the financial industry helping clients reach their desired goals. She provides invaluable client service and administrative assistance to our respected clients. She is a dedicated and efficient professional who brings a high level of client services to an endless variety of tasks.

Specifically, Samia’s main role on our team involves using her deep knowledge and unique strategies for maintaining discretionary accounts. She contributes to our client’s positive experiences because she is first to help offer her incredible expertise with respect to developing and preparing all sorts of personalized financial plans that help reach our client’s goals. Additionally, Samia can assist with account opening, stock quotes and research, trade execution, online account access, statement details and reports, tax reporting, creating retirement plans, portfolio reviews, and transfers, along with a number of other areas of expertise. Her ingenuity, helpful manner, and proactive approach to exceptional client service have proven to serve as irreplaceable assets for the group’s overall success.

Samia has an MBA in Marketing from Lahore University of Management Sciences in Pakistan. She has also achieved the Chartered Investment Manager (CIM) designation in Canada as well as the Financial Planning Supplementary Course. Samia speaks English, Urdu, Hindi, and Punjabi.

Outside of the office Samia enjoys yoga, hiking, swimming, travelling, and most of all spending time with her family.