{"id":6430,"date":"2023-12-16T21:12:37","date_gmt":"2023-12-17T02:12:37","guid":{"rendered":"https:\/\/rothenbergwealth.flywheelsites.com\/team-member\/samia-preston\/"},"modified":"2025-04-11T23:28:53","modified_gmt":"2025-04-12T03:28:53","slug":"samia-preston","status":"publish","type":"rb_team-member","link":"https:\/\/www.rothenberg.ca\/fr\/team-member\/samia-preston\/","title":{"rendered":"Samia Preston"},"content":{"rendered":"<p>Samia Preston est gestionnaire de portefeuille et conseill\u00e8re en gestion de patrimoine. Elle poss\u00e8de plus de 38 ans d&rsquo;exp\u00e9rience dans le secteur de l&rsquo;investissement. Tout au long de sa carri\u00e8re, elle a travaill\u00e9 avec des clients priv\u00e9s, des institutions, des fiducies et des entreprises, r\u00e9pondant \u00e0 leurs besoins en mati\u00e8re de portefeuille, de finances et de planification de la retraite.<\/p>\n<p>Avant de rejoindre notre \u00e9quipe au bureau de Calgary, Samia a pass\u00e9 pr\u00e8s de dix ans en tant que gestionnaire de portefeuille dans une autre soci\u00e9t\u00e9 de gestion d&rsquo;investissement de premier plan \u00e0 Calgary. Au cours de cette p\u00e9riode, elle a acquis la r\u00e9putation d&rsquo;aider les clients \u00e0 atteindre leurs objectifs financiers personnels et de g\u00e9rer le programme des fonds de r\u00e9serve des copropri\u00e9t\u00e9s. Son expertise dans ce domaine l&rsquo;a amen\u00e9e \u00e0 occuper son poste actuel au sein du RWM.<\/p>\n<p>Le parcours de Samia dans le secteur de l&rsquo;investissement a commenc\u00e9 en 1985 en tant que conseill\u00e8re en investissement. Au fil des ans, elle a acquis plusieurs licences et enregistrements prestigieux, notamment les titres de Chartered Financial Planner (CFP\u00ae), Chartered Investment Manager (CIM\u00ae) et Fellow de l&rsquo;Institut canadien des valeurs mobili\u00e8res (FCSI<sup>MD<\/sup>). En tant que gestionnaire de portefeuille agr\u00e9\u00e9e, elle apporte \u00e0 ses clients une grande richesse de connaissances et d&rsquo;expertise.<\/p>\n<p>Au-del\u00e0 de ses r\u00e9alisations professionnelles, Samia est passionn\u00e9e de golf, de voyages et de ski. Elle participe activement \u00e0 des \u00e9v\u00e9nements, des forums et des webinaires, o\u00f9 elle partage son expertise sur les options d&rsquo;investissement en copropri\u00e9t\u00e9 et les finances.<\/p>\n<p><em>Pour plus d&rsquo;informations sur nos conseillers en gestion de patrimoine, veuillez consulter le <u><a href=\"http:\/\/www.iiroc.ca\/investors\/knowyouradvisor\/Pages\/default.aspx\">rapport sur les conseillers de CIRO<\/a><\/u>.<\/em><\/p>\n","protected":false},"featured_media":6433,"template":"","team-category":[78],"team-location":[80],"class_list":["post-6430","rb_team-member","type-rb_team-member","status-publish","has-post-thumbnail","hentry","team-category-lequipe-de-calgary","team-location-calgary-fr"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.9 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Samia Preston - Rothenberg Wealth Management<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.rothenberg.ca\/fr\/team-member\/samia-preston\/\" \/>\n<meta property=\"og:locale\" content=\"fr_FR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Samia Preston - Rothenberg Wealth Management\" \/>\n<meta property=\"og:description\" content=\"Samia Preston est gestionnaire de portefeuille et conseill\u00e8re en gestion de patrimoine. 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