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.
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