Mutual Funds Investment Specialist, Credential Asset Management Inc.
Marine Drive Branch, North Vancouver
"I care about my client’s goals and their financial wellness. Sympathy and integrity is the key to develop trust and create a long-lasting relationship. My goal is to ensure that my clients are comfortable talking about anything with me, which allows me to provide the best customized solutions to meet their needs.”
Samira has been in client services for almost two decades with about half of that in the financial industry. Assisting clients is her passion with their overall financial health in mind including debt reduction, increasing cash flow, and saving for both short and long-term goals.
Proactive contact, personal attention, and putting her client’s interests first are fundamental to Samira’s approach. She actively listens to her clients and ensures she understands each client’s circumstances and “big-picture” goals. She develops customized solutions to best meet their needs no matter what stage they are in life.
"The favourite part of my job is the satisfaction I get after I develop a solution to meet my clients’ needs and watch them achieve their goals from start to finish."
Learn more about the value of working with a financial advisor.