Works with private clients to achieve their personal goals
Focus: Private Clients & Condo Program
Samia provides asset mix, portfolio, financial and retirement planning to a wide range of private clients and condo corporations.
Samia joined Matco in 2014, bringing her wide-ranging experience working with private clients, institutions, and trusts. She began her career in 1980 as an Investment Advisor with RBC Dominion Securities and progressed to Portfolio Management in 2005, assisting clients to achieve their financial goals. Prior to joining Matco, Samia was Vice-President and Director at a boutique investment firm. Samia is both a Certified Financial Planner (CFP) and a Chartered Investment Manager (CIM), as well as a Fellow of the Canadian Securities Institute (FCSI).
Outside of the office, Samia enjoys golfing, hiking and traveling.