Client Service Associate
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.