Financial Planning Client Services

Sammi Manuel

LLQP
Client Services

Sammi joined the team in August 2019, bringing a strong background in client services and insurance administration. With her LLQP (Life License Qualification Program) certification and a Diploma in Legal Administration, Sammi provides expert support to both clients and the firm. As the lead insurance administrator, she ensures that all insurance-related processes run smoothly, offering valuable expertise to John, Kelley and Stephen’s clients and team members.

Sammi discovered her passion for client services and insurance administration by chance, starting as a temp in Kelowna before deciding to make it her career when she returned to Edmonton. Her dedication to excellent service, attention to detail, and positive attitude make her an essential part of the firm’s client services team.

Outside of the office, Sammi enjoys spending time with her partner and their dog, playing games with friends, reading, and traveling. Her love for adventure and learning new things extends beyond work, keeping her energized and engaged both personally and professionally.

What are your retirement goals?

 I want to retire somewhere in the mountains and close to a lake to get the best of both worlds.

Favorite cuisine?

Mexican & Italian. I could live off tacos and pasta.

What is your favourite Canadian city?

Vancouver. I make sure to go there at least once a year.

Favorite winter activity?

Snowboarding! I wish I could do it all year round.

Footwear preference?

Slippers – I would wear them everywhere if it was acceptable.

Best spot you’ve travelled to?

Australia – I spent 6 magical months there and loved every minute of it.

PLAN. COORDINATE. COMMUNICATE.

Canadian Investment Regulatory Organization
Canadian Investor Protection Fund

DISCLAIMER: Aligned Capital Partners Inc. (“ACPI”) is a full-service investment dealer and a member of the Canadian Investor Protection Fund (“CIPF”) and the Canadian Investment Regulatory Organization (“CIRO”). Investment services are provided through Blackburn Davis Wealth, an approved trade name of ACPI. Only investment-related products and services are offered through ACPI/Blackburn Davis Wealth and covered by the CIPF. Financial planning and insurance services are provided through Blackburn Davis Financial. Blackburn Davis Financial is an independent company separate and distinct from ACPI/Blackburn Davis Wealth.
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