Sam Parkins
Client Service Associate, CWB Wealth Partners
Email
[email protected]
Office Phone
403.234.2340
Mobile Phone
403.561.6142
LinkedIn Profile
Sam Parkins
Location
Calgary, Alberta
New to the firm in 2023, Sam helps other Client Service Associates and Portfolio Managers provide seamless and customized wealth management services for our clients. This includes opening new accounts, handling detailed documents and preparing for client meetings, all with a sense of purpose and humour that make Sam a valued member of the team.
Sam brings a range of personal and professional experience to the firm, and is actively expanding his industry knowledge through a series of courses with the Canadian Securities Institute. A “ground-up” kind of guy, he always strives to have a solid foundation of knowledge on which to build experience and expertise.
Calgary, Alberta
New to the firm in 2023, Sam helps other Client Service Associates and Portfolio Managers provide seamless and customized wealth management services for our clients. This includes opening new accounts, handling detailed documents and preparing for client meetings, all with a sense of purpose and humour that make Sam a valued member of the team.
Sam brings a range of personal and professional experience to the firm, and is actively expanding his industry knowledge through a series of courses with the Canadian Securities Institute. A “ground-up” kind of guy, he always strives to have a solid foundation of knowledge on which to build experience and expertise.
Beyond the Office
When not cheering on the Flames, Stampeders or the Minnesota Vikings with friends and a good BBQ, Sam enjoys hiking and the outdoors.