Samantha is a Wealth Advisor and Associate Portfolio Manager with more than a decade of experience helping clients navigate complex financial decisions with clarity and confidence. Known for her thoughtful, relationship‑driven approach, she works closely with clients to develop personalized financial plans and investment strategies aligned with both their goals and their values.
Samantha’s career in finance began early, working alongside her mother at BMO during the 2008 financial crisis—an experience that shaped her perspective on discipline, trust, and long‑term planning. She holds a Bachelor of Commerce (Honours) from the Asper School of Business at the University of Manitoba and expanded her global perspective by studying international finance in Montpellier, France.
After graduating, Samantha joined National Bank Financial as a Wealth Associate and progressed into her current role as a Wealth Advisor and Associate Portfolio Manger with the Alton Ashcroft Wealth Advisory Group. She is a Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®), with expertise in comprehensive financial planning, portfolio construction, and ongoing wealth management for individuals and families.
Committed to lifelong learning, Samantha continually pursues additional education and industry designations to stay ahead of evolving markets and client needs. Clients value her ability to explain complex financial concepts in clear, practical terms and appreciate the care and diligence she brings to every relationship.
Outside of work, Samantha enjoys pilates, travel, and reading, and values time spent with her husband and their four pets. She is actively involved in her community through volunteer work with the South Winnipeg Family Information Centre and supporting The Winnipeg Pet Rescue Shelter and the Assiniboine Park Conservancy. Grounded, curious, and deeply committed to making a meaningful difference, Samantha brings both expertise and genuine care to the clients she serves.