HI!! I’M SAM :)
I’ve got your back
I’m an ‘ex’ corporate banker, customer experience manager, senior financial advisor, financial wealth planner… turned
✨LIBERATED✨
Financial Literacy Advocate
And Now? I’m on a MISSON to bring you a next generation experience in addressing all your personal finance and money related needs.
I BELIEVE IN…
✨
living life to the fullest
✨
NO SHAME in the money game
✨
being a human BEing first!
✨
knowing your numbers
Some things
I’ve learned:
Financial Accreditations
& Certifications
🎓 Financial Planning | Registered Financial & Retirement Advisor (RFRA®)
🎓 Mutual Funds | Canadian Investment Funds
🎓 ETFs | Exchange Traded Funds
🎓 Insurance | Life Licensed Qualifying Program (LLQP)
{excluding the countless number of continuing education courses of course😆}
Traditional Education
🎓 Bachelor of Management {B.Mgt}
Major in Marketing
Minor in: Communications + Economics (LOL yes, you read that correctly; it’s “simply” because my University didn’t offer Econ as a Major 😅
NCCP (National Coaching Certification: Sport)
🎓& some fun facts, about young Sam! When I was a wee one:
I went to a German school K-6, every weekend; I even won 2 essay writing contents in Gr.6, one in English + 1 in German
I went to an Art-Centered Learning school for Junior High (I’ve always been a creative!)
I went to a high-performance sport school for Soccer in High School
A LITTLE ABOUT ME ON A PERSONAL LEVEL..
Fun Fact #ONE
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Meet my ladies!
Athena and Cleopatra: equally cute as they are sassy, and my whole world.
Fun Fact #TWO
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Obsesssssssed with coffee
accurate statement, or understatement?🤣 I don’t even have a go-to because I’m always in a different mood! BUT always half-sweet
Fun Fact #THREE
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Yoga changed
my life
Retired soccer player turned ‘spin & yin’ obsessed; total body AND soul transformation. Now, I’m currently working on completing my 200 hour Yoga Teacher Training.