Sammi is an experienced administrator who has found her passion in the financial services industry. She is currently assisting John and Kelley’s clients as well as taking care of insurance administration for all the firm’s clients.
Sammi has her Diploma in Legal Administration and previously worked at another financial planning firm in Kelowna. After relocating to Edmonton, Sammi joined our team in August 2019. She has recently completed her LLQP (Life License Qualification Program).
Outside of the office, Sammi loves to fill her time travelling, snowboarding, and spending time with her family and friends.
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.
What’s your favourite local restaurant?
El Beso – they have the best tacos & a really tasty jalapeno margarita.
Top 3 bucket list items?
1) Swim with sharks
2) Run a half marathon
3) Fly in a helicopter
Dream vacation spot?
Bali is next on my list, but doing a backpacking trip through South America is a close second!
Mexican & Italian. I could live off tacos and pasta.
Favorite winter activity?
Snowboarding! I wish I could do it all year round.
PLAN. COORDINATE. COMMUNICATE.
DISCLAIMER: Aligned Capital Partners Inc. (“ACPI”) is a full-service investment dealer and a member of the Canadian Investor Protection Fund (“CIPF”) and Investment Industry Regulatory Organization of Canada (“IIROC”). 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.