Address1 First Canadian Place
Toronto, ON M5H 1H3
My BackgroundSamantha 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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