Samia Preston
CIM®, CFP®, FCSI®
Wealth Management Advisor & Portfolio Manager
Samia has over 38 years of combined investment industry experience working with private clients, institutions and trusts, and the past 18 years in portfolio management. In her role as a Portfolio Manager and Wealth Management Advisor at our Calgary office, she serves the portfolio, financial and retirement planning needs of a wide range of individual clients and corporate accounts.
Prior to joining the firm in 2023, Samia served as a Portfolio Manager for nearly a decade at another investment management firm in Calgary where she was responsible for working with clients to achieve their personal financial goals and managing the Condominium Reserve Funds program.
Samia began her career in 1985 as an Investment Advisor. Her experience also includes six years as the Vice-President and Director of a boutique investment firm specializing in managing bonds for restricted corporations including Condominium Reserve Funds.
Licenses, Membership and Registrations:
Outside the office, Samia enjoys golfing, traveling, and skiing. She also actively participates in events, forums and webinars to share her expertise in condo investment options and finances.
For more information about our Wealth Management Advisors, please visit the CIRO Advisor Report.