Samira Entezar

"I care about my clients' goals and their financial wellness. Empathy and integrity are the keys to developing trust and creating 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 over two decades with about half of that in the financial industry. Providing elevated advice and financial plans to clients is her passion with their overall financial health in mind. Samira offers guidance on building college funds, savings for retirement, financial management, investment management, estate planning, and tax efficiency strategies – helping clients achieve their short-term and long-term goals. 

Samira realizes that her clients are busy professionals who deserve having a peace of mind when it comes to their finances. 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 client's needs and watch them achieve their goals from start to finish."

Learn more about the value of working with a financial advisor.