Samia Preston
Gestionnaire de Portefeuille-Actions chez Matco Financial, Inc.
Profil
Ms. Samia Preston is a Senior Portfolio Manager at Matco Financial, Inc. She joined the firm in November 2014 and provides asset mix, portfolio, financial and retirement planning to a wide range of private clients and condo corporations.
She brings her wide-ranging experience working with private clients, institutions, and trusts.
Ms. Preston began her career in 1980 as an Investment Advisor with RBC Dominion Securities and progressed to Portfolio Management in 2005, assisting clients to achieve their financial goals.
Prior to joining Matco, she was Vice-President and Director at a boutique investment firm.
Ms. Preston received her undergraduate degree from the University of Toronto.
She is both a Certified Financial Planner (CFP) and a Chartered Investment Manager (CIM), as well as a Fellow of the Canadian Securities Institute (FCSI).
Postes actifs de Samia Preston
| Sociétés | Poste | Début |
|---|---|---|
Matco Financial, Inc.
 Matco Financial, Inc. Investment ManagersFinance Matco Financial, Inc. is a registered investment advisor headquartered in Calgary, Alberta and was founded in 2006. Matco Financial provides investment solutions and the needs of their clients and individual investors. | Gestionnaire de Portefeuille-Actions | 01/11/2014 |
Anciens postes connus de Samia Preston
| Sociétés | Poste | Fin |
|---|---|---|
Brickburn Asset Management, Inc.
 Brickburn Asset Management, Inc. Investment ManagersFinance Founded in 1997 by William Bonner, Brickburn Asset Management, Inc. is an investment advisor located in Calgary, Alberta. The firm was formerly known as formerly Network Portfolio Management, Inc. Brickburn is a registered Portfolio Manager and Investment Counsel in Alberta, British Columbia, Manitoba and Ontario. | Analyst-Equity | 31/03/2008 |
Formation de Samia Preston
| University of Toronto | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Brickburn Asset Management, Inc.
Brickburn Asset Management, Inc. Investment ManagersFinance Founded in 1997 by William Bonner, Brickburn Asset Management, Inc. is an investment advisor located in Calgary, Alberta. The firm was formerly known as formerly Network Portfolio Management, Inc. Brickburn is a registered Portfolio Manager and Investment Counsel in Alberta, British Columbia, Manitoba and Ontario. | Finance |
Matco Financial, Inc.
Matco Financial, Inc. Investment ManagersFinance Matco Financial, Inc. is a registered investment advisor headquartered in Calgary, Alberta and was founded in 2006. Matco Financial provides investment solutions and the needs of their clients and individual investors. | Finance |
