Analyst, Client Wealth Management
As part of the Client Wealth Management team, Sam provides advice, research and analytical support to the portfolio managers on asset mix structuring and ensuring client investment portfolios are aligned with client objectives.
He also focuses on client relationship management, portfolio & risk management, and business development for private and institutional clients.
DESIGNATIONS & SPECIALTIES
- Chartered Financial Analyst (CFA) charterholder
- Registered Portfolio Manager
- Honours Business Administration, Ivey Business School, Western University
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