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Samia Preston

CIM®, CFP®, FCSI®

Wealth Management Advisor, Portfolio Manager

Samia Preston is a Portfolio Manager and Wealth Management Advisor with over 38 years of combined investment industry experience. Throughout her career, she has worked with private clients, institutions, trusts, and corporate accounts, catering to their portfolio, financial, and retirement planning needs.

Before joining our team at the Calgary office, Samia spent nearly a decade as a Portfolio Manager at another top investment management firm in Calgary. During this time, she developed a reputation for helping clients achieve their personal financial goals and managing the Condominium Reserve Funds program. Her expertise in this area has carried over to her current role at RWM.

Samia’s journey in the investment industry began in 1985 as an Investment Advisor. Over the years, she has acquired several prestigious licenses and registrations, including the Chartered Financial Planner (CFP®), Chartered Investment Manager (CIM®), and Fellow of the Canadian Securities Institute (FCSI®) designations. As a registered Portfolio Manager, she brings a wealth of knowledge and expertise to her clients.

Beyond her professional achievements, Samia has a passion for golfing, traveling, and skiing. She actively participates in events, forums, and webinars, where she shares her expertise in condo investment options and finances.

For more information about our Wealth Management Advisors, please visit the CIRO Advisor Report.

Contact Us

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Our Offices

Westmount Head Office
Montreal – West Island
Montreal – South Shore
Calgary

Westmount Head Office

Address
4420 St. Catherine Street W
Westmount, Quebec H3Z 1R2 Canada
Telephone
514-934-0586
Telephone
1-800-811-0527

Montreal – West Island

Address
6500 Trans Canada, Suite #140
Pointe-Claire, Quebec H9R 0A5 Canada
Telephone
514-697-0035
Telephone
1-800-811-0527

Montreal – South Shore

Address
4605 Boulevard Lapinière, Block B (Floor 3)
Brossard, Quebec J4Z 3T5
Telephone
450-321-0001
Telephone
1-800-811-0527

Calgary

Address
1333 8th Street SW, Suite 302
Calgary, Alberta T2R 1M6 Canada
Telephone
403-228-2378
Telephone
1-800-456-0949