Financial Planning Client Services

Sammi Manuel

Client Services

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!

Favorite cuisine?

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

Favorite winter activity?

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