416-862-5164
swegher@cclgroup.com
As an Associate Wealth Advisor, Sam is passionate about partnering with clients to develop a personalized solution for their specific needs, and ultimately helping them achieve their long-term financial goals. Sam has worked with clients at CC&L Private Capital for over three years, supporting a diverse practice and expanding his expertise on providing investment management solutions for private clients, foundations, and charities. Sam has prior experience working with First Nations communities, consulting on tax strategies and business development for community-owned businesses.
Sam earned an Honours Bachelor of Commerce degree with a major in finance from the Telfer School of Management at the University of Ottawa. He is also committed to continuing to expand his expertise through the CFA program and is currently a Level III CFA candidate.
Sam works with Michael Downs, Wealth Advisor, Advising Representative.