Sam takes a team approach to the management of both individual and institutional money on a fee-based and a discretionary basis. He and his team are "family wealth managers,” excelling in the development of multi-generational relationships.
Sam is a Fellow of the Canadian Securities Institute, which along with his Chartered Investment Manager, Derivatives Market Specialist, and Financial Management Advisor designations, and his designation as a Financial Planner, mark him as a skilled professional in providing investment and planning advice.
Sam grew up in Winnipeg and is committed to his community through current and past board involvement with The Manitoba Museum, Plug In Institute of Contemporary Art, Consumer Financial Counseling Services, West Broadway Youth Outreach, and the United Way of Winnipeg. Sam's volunteer spirit has been celebrated with a feature in the Winnipeg Free Press and a nomination for the Future Leaders of Manitoba Award.
In his spare time, Sam loves to read non-fiction, but these days mostly spends time with his wife and new daughter, relaxing on Lake of the Woods and travelling together.