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Samantha Sykes
B.Sc., PFP

Address

1 First Canadian Place
40th Floor
Toronto, ON M5H 1H3

Languages

    English

My Background

Samantha joined The Durkin Dietz Group as an Investment Advisor and Financial Planner after over a dozen years of financial advisory experience at another major Bay Street financial institution. With a Bachelor of Science from University of Toronto, majoring in Economics and Statistics, Samantha has her Personal Financial Planning (PFP) designation, the Advanced Financial Planning Advice certificate, and is almost completed the Chartered Investment Manager (CIM) designation. Quoted in Forbes & the Toronto Sun for her views on financial planning and investing, Samantha’s consistent approach to investment management has calmly navigated her clients through challenging markets and complex planning situations since 2005 when she began in the industry. Having been called on many times across the GTA as an engaging speaker for all things financial planning, Samantha has built a strong reputation as not only a knowledgeable and credible source, but also an approachable and trusted advisor. Samantha specializes in making sure her client base has covered all of their financial bases, spanning from estate planning, investments, insurance, financial planning, business owner planning to tax. She chooses to work with busy professionals, families and entrepreneurs, tailoring her advice to suit their needs in an efficient, effective manner that everyone understands

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BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. Banking services are offered through Bank of Montreal. Investment management, wealth planning, tax planning, and philanthropy planning services are offered through BMO Nesbitt Burns Inc. and BMO Private Investment Counsel Inc. Estate, trust, and custodial services are offered through BMO Trust Company. BMO Private Wealth legal entities do not offer tax advice. BMO Trust Company and BMO Bank of Montreal are Members of CDIC.

®Registered trademark of Bank of Montreal, used under license.

Bank of Montreal, BMO Private Investment Counsel Inc. and BMO Trust Company are not Members of the Canadian Investor Protection Fund.