Samantha Sheffield

Financial Planner Associate


Samantha studied at Wilfrid Laurier University where she obtained her BBA before specializing in Financial Planning at Conestoga College. She now has her FPSC Level 1 and is on her way to holding the CFP designation. She is very passionate about financial planning and takes great care to personalize each financial plan to individual’s needs. Within our office, Samantha is responsible for managing all financial planning matters and is there to answer any questions you may have.