Upcoming Panel Appearance

July 16, 2020 |Sam Rook
I am excited to announce I am appearing as a panelist at Wealth Professional Canada’s AdvisorConnect Technology- Redefining the Future of Advice Virtual Conference on July 28th. With a focus on how technology is changing the financial advice industry...
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Byte Sized Videos Are Back!

July 13, 2020 |Sam Rook

Byte Sized Episode 10

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Sam Rook

Senior Portfolio Manager