Condo Owners Forum is pleased to welcome Samia Preston, CFM, CIM, FCSI, from Matco Financial Inc. for this interactive Condo Chat!
Join Samia as she talks about permissible investments and some of the benefits and drawbacks of them.
Please send your questions for Samia to email@example.com prior to Thursday, January 12, 2023.
ABOUT SAMIA PRESTON
Samia has been involved in the management of Condominium Reserve Funds since 2008. She also provides asset mix, portfolio, financial and retirement planning to a wide range of private clients and condominium corporations.
Samia joined Matco in 2014, bringing her wide-ranging experience working with private clients, institutions and trusts. She began her career in 1980 as an Investment Advisor with RBC Dominion Securities and progressed to Portfolio Management in 2005, assisting clients to achieve their financial goals. Prior to joining Matco, Samia was Vice-President and Director at a boutique investment firm. Samia is both a Certified Financial Planner (CFP) and a Chartered Investment Manager (CIM) as well as a Fellow of the Canadian Securities Institute (FCSI).
Matco Financial Inc., founded in 2006, manages approximately $600M+/- for Individuals, Families, trusts, Not-for-Profit Organizations and Group RRSP’s. Matco also offers an investment program for Condominium Corporations.
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