Analyst, Client Wealth Management
As part of the Client Wealth Management team, Sam provides 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
- 2020 Chartered Financial Analyst (CFA) Level III candidate
- Honours Business Administration, Ivey Business School, Western University
Learn more about expanding wealth today.Get In Touch