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Our Team
With an affinity for developing trust and meaningful relationships with every client, Samantha most enjoys understanding clients’ present and future goals to provide impactful wealth management solutions. As an Investment Advisor, Sam’s areas of responsibility include client service and outreach, staying current with the markets and working with partners to deliver holistic financial planning conversations.
Sam graduated from Queen’s University Smith School of Business in 2021 with her Masters of Business Administration (MBA) and holds the Chartered Investment Manager (CIM) designation. She is currently working towards completing her Certified Financial Planner (CFP) designation. Before joining the Caldwell Wealth Management Group, she worked at another leading financial institution, with an advisor team in Toronto. Her previous work experience also includes 7 years in business development roles at Export Development Canada, supporting Canadian exporters.
Sam and her fiancé enjoy spending time outdoors, including golf, skiing, and tennis, as well as visiting art galleries.