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. It’s through his combined experience and perspective that Sam has been able to cultivate and progress his primary goal of building long-lasting relationships with clients.
A University of Calgary alumnus, Sam holds a Bachelor of Commerce degree majoring in Finance and has completed the Canadian Securities Course (CSC) as well as the Conduct and Practices Handbook (CPH) Course. He is currently expanding his financial aptitude further by working towards the CFA Charter, of which he has already completed Levels One and Two.
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
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