Samantha Sheppard


Investment Associate


Spoken languages : English and French

Samantha heads the administrative functions for the team, including account set-up & transfers, issuing cheques, scheduling appointments, and responding to questions on account statements and transaction confirmations. Samantha has also recently become a licensed associate, which allows her to take trade orders. She is dedicated to providing the best ongoing client service and enjoys tackling new challenges. She is continually working to expand her knowledge and education within the industry. She has recently completed the Canadian Securities Course (CSC) and the Conduct and Practices Handbook (CPH) course with the Canadian Securities Institute.

Community and Personal Interests

Samantha is fluent in English and French, and speaks conversational Spanish. Her knowledge of languages has been useful to her as she has travelled extensively, including spending a year in Argentina on a Rotary sponsored exchange.

Samantha has a wide array of volunteer experience. She has volunteered with various educational programs such as the UBC Learning Exchange program as well as the Child Literacy program. She also has extensive experience volunteering with emergency services, and is currently a volunteer with the Central Okanagan Search and Rescue (COSAR) team. In her spare time, Samantha enjoys hiking and camping with her husband and family dog.