Samantha has over 15 years of experience in financial services, with the past 10 years focused on wealth management. She has held roles at TD Wealth and Scotia Wealth Management, supporting high-net-worth clients through a blend of client service, operations, and administration.

With earlier experience in marketing and wealth planning, Samantha now supports the operations team and client service team—helping with onboarding, account maintenance, and day-to-day client service needs.

Samantha has gained the Canadian Securities Course (CSC) and Wealth Management Essentials (WME) certifications and is currently pursuing the Chartered Investment Manager (CIM) designation. She earned her Honours BA from the University of Toronto, specializing in Political Science with a focus on international political economy.

Outside of work, Samantha enjoys staying active and spending time with her daughter, whether it’s playing sports, snowboarding, or exploring new places together.