Associate Investment Advisor

Sam Argote

Sam Argote
We have a passion for our clients' true results and a pragmatic drive for action that starts Monday morning 8am and doesn't let up.
587.393.2495
Suite 2100 – The Ampersand, West Tower, 144-4th Ave. S.W, Calgary, AB, T2P 3N4

About Sam

Sam joined the Montilla Private Wealth team in early 2019 after spending three years in several operations and client service roles in the finance industry. This experience and his perspective have enabled him to build long-lasting relationships with clients. 

A University of Calgary alumnus, Sam holds a Bachelor of Commerce degree major in Finance. He successfully completed the Canadian Securities Course (CSC) and the Conduct and Practices Handbook (CPH) Course. He is currently expanding his financial aptitude further by working towards a CFA designation, of which he has already completed Levels One and Two.

Sam focuses on analyzing the markets and develops suitable investment portfolios for our clients.

When he’s not analyzing the markets, Sam can be found enjoying a cup of coffee while listening to a wide array of music and podcasts.

Get In Touch

Contact Details

If you are interested in learning more, have any questions or want to work with us then please drop us a line, we would love to hear from you.

Suite 2100 – The Ampersand, West Tower, 144-4th Ave. S.W, Calgary, AB, T2P 3N4
calgary@harbourfrontwealth.com

For general information purposes only.

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