Executive Vice President, Head of Wealth Management
Sam was appointed Executive Vice President at Echelon Wealth Partners in April 2015. He has more than 25 years of wealth management and capital markets experience, gained through senior roles at large international brokerage organizations and smaller independent firms. Sam began his career as a regional branch manager at CIBC Wealth Management, before moving on to progressively more senior positions at Midland Walwyn, Merrill Lynch Canada, MGI Securities, Jennings Capital, Union Securities and Chippingham Financial Group. His expertise is in areas such as private client growth, sales management, recruitment and retention. Sam has a bachelor’s degree from Acadia University.