WEALTH
More than Just Money
Our clients recognize that they belong to a select group of dynamic and uniquely successful individuals. They want sophisticated wealth management. As inspired and independent thinkers, we pride ourselves on providing unbiased investment advice and financial guidance that each of our clients has come to rely on and trust.
Samantha Sykes is a Senior Investment Advisor and certified Personal Financial Planner who has been in the financial industry for over 18 years. She has proudly helped hundreds of clients grow their net worth, build a moat around their finances and keep more of their hard-earned money in their wallets. Her practice focuses on cash flow management and tax planning strategies for busy creatives, families and business owners, partnering as a key team member, to help them reach financial independence on their terms. She also helps professionals who are experiencing a major life change and need advice with their financial picture – including divorce, inheritance, severance, settlement and stock options.
Samantha has been quoted in The Toronto Star, Forbes, MoneySense, and is a contributor to The Globe and Mail on personal finance and investment news. As an up-and-coming investment expert and strong voice in the world of women’s financial empowerment, Samantha is a firm believer of sound actionable advice using plain language and pairing the “personal” with finance.
Samantha graduated from University of Toronto with a Bachelor of Science in Economics and Math. Before coming to Raymond James, she earned multiple advanced designations in investment management and financial planning, including the Fellow of the Canadian Securities Institute (FCSI) designation, which is reserved solely for professionals who meet the highest standards for advanced education, ethical conduct, industry experience and endorsement from peers. It is with this deep planning and analytical background that she can easily create a detailed, personalized plan for each client that provides them with peace of mind. This value-added service is the cornerstone of Samantha’s practice and provides a more holistic approach to managing wealth. Samantha’s ability to build trusting relationships and foster open dialogue affords her the ability to
Understand the clients’ goals and the all-important “why”
Go beyond top-line numbers and performance
Learn about her clients’ lifestyle
Build deeper relationships over a longer period of time
Adjust the plan based on life stage and changing needs
Outside of work, Samantha enjoys spending time with her husband and two young children, Penny and Reggie. Together, you’ll most likely find Team Sykes active outdoors on their bikes, running local races or at a local neighborhood playground, on the monkey bars with friends.
