- Home
- About us
- Insights
- Achieve your goals
- Create your family legacy
- Insurance
- Estate solutions
- Estate planning checklist
- Estate planning
- Live well in retirement
- Retirement planning
- Ready for retirement
- Financial Literacy Program
- Contact Us
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 Certified Financial Planner (CFP) and Chartered Investment Manager (CIM) designations. She is currently working towards completing her insurance licensing. 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 husband enjoy spending time outdoors, including golf, skiing and tennis.