Client Service Specialist
Samantha is a client service specialist who works closely with our clients, partners and advisors to ensure any investment or insurance service request is handled quickly and accurately. She is always striving to brighten our client’s day with a positive attitude and warmth whether over the phone, through email correspondence or in our office. Ensuring our clients can feel confident in the services and information that is being provided, is of the utmost importance. Better known around the office as Sam, she joined our operations team in February 2020. Sam brings with her over 5 years of industry experience and a decade of client service expertise. Sam holds an advanced diploma from Sir Sandford Fleming College in Marketing and is currently working towards completing both her life insurance and mutual fund licenses.
On the personal side…
Having relocated to Kingston from Waterloo when she joined our team, Sam spends as much time as she can exploring all that the area has to offer. Ever searching for her new favorite breakfast place she is always happy to take a recommendation. Sports are a large part of Sam’s life, having grown up playing hockey before transitioning into a full-time spectator. Sam will do everything she can to catch a Montreal Canadiens game and cannot wait to make another trip to the Bell Centre. When she is not sporting her Carey Price jersey, you will find her watching the Blue Jays in hopes the rebuild will be worth the wait (again).