Sam Argote, CFA, B.Comm

I joined the team in 2021 after several years in the wealth management and financial services industries. I work closely with the advisors to support in developing suitable investment portfolios based on current market expectations. I hold a Bachelor of Commerce degree majoring in finance from the University of Calgary’s Haskayne School of Business. I also completed the Chartered Financial Analyst® designation in 2021.

Outside the office, I enjoy supporting the arts by volunteering with the Calgary International Film Festival and the Calgary Folk Music Festival. I can usually be found enjoying a coffee while listening to a wide array of music and podcasts.