Samia Preston is a Portfolio Manager and Wealth Management Advisor with over 38 years of combined investment industry experience. Throughout her career, she has worked with private clients, institutions, trusts, and corporate accounts, catering to their portfolio, financial, and retirement planning needs.

Before joining our team at the Calgary office, Samia spent nearly a decade as a Portfolio Manager at another top investment management firm in Calgary. During this time, she developed a reputation for helping clients achieve their personal financial goals and managing the Condominium Reserve Funds program. Her expertise in this area has carried over to her current role at RWM.

Samia’s journey in the investment industry began in 1985 as an Investment Advisor. Over the years, she has acquired several prestigious licenses and registrations, including the Chartered Financial Planner (CFP®), Chartered Investment Manager (CIM®), and Fellow of the Canadian Securities Institute (FCSI®) designations. As a registered Portfolio Manager, she brings a wealth of knowledge and expertise to her clients.

Beyond her professional achievements, Samia has a passion for golfing, traveling, and skiing. She actively participates in events, forums, and webinars, where she shares her expertise in condo investment options and finances.

For more information about our Wealth Management Advisors, please visit the CIRO Advisor Report.