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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 is working towards completing both her Chartered Investment Manager (CIM) and Certified Financial Planner (CFP) designations. Before joining the Tom 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 fiancée enjoy spending time outdoors, including golf, skiing, and tennis, as well as visiting art galleries.
As an Administrative Assistant on our team, Mehreen is driven to give clients the best experience while assisting them in their day-to-day requests. With her diverse experience in sales, customer service and the financial industry she thrives in a fast-paced environment. Mehreen has a unique insight to each client’s needs. Her attention to detail, drive and pursuit to grow has made her shine.
Mehreen moved to Ottawa 3 years ago from Winnipeg, where she graduated with her BBA from the University of Winnipeg. Outside of work Mehreen likes to volunteer and advocates for giving back to the community. She also has two pet budgies that keep her busy.