Samantha Werner Mackeler
About Samantha Werner Mackeler
Samantha Werner Mackeler is an Associate Consultant at IG Wealth Management, where she has worked since 2015. She assists clients with investment products, registered savings plans, and insurance, and previously held various roles at RBC Wealth Management from 2006 to 2015.
Work at IG Wealth Management
Samantha Werner Mackeler has been serving as an Associate Consultant at IG Wealth Management since 2015. In her role, she assists clients with investment products, registered savings plans, and insurance. Her experience in the financial sector has allowed her to develop a strong understanding of client needs and investment strategies. She has been part of the team that transitioned from Investors Group to IG Wealth Management, working alongside colleagues Lisa Bell and Janice Taite. In 2020, she moved to a new location in Brockville, Ontario, enhancing her service delivery to clients in the area.
Education and Expertise
Samantha studied at Fleming College from 2001 to 2004, completing a three-year program. This educational background has equipped her with the foundational knowledge necessary for her career in financial consulting. Her expertise includes a focus on investment products, registered savings plans, and insurance, which she utilizes to support her clients effectively at IG Wealth Management.
Background
Prior to her tenure at IG Wealth Management, Samantha worked at RBC Wealth Management from 2006 to 2015. In her roles as Associate, Branch Administrator, and Front Reception, she gained valuable experience in client relations and administrative operations within the financial services industry. This nine-year period at RBC Wealth Management contributed to her professional development and prepared her for her current position.
Professional Experience
Samantha has accumulated significant experience in the financial services sector over the years. Her career began at RBC Wealth Management, where she worked for nine years in various roles. Since joining IG Wealth Management in 2015, she has focused on providing comprehensive financial solutions to her clients. Her ongoing commitment to client service and financial education has been a central aspect of her professional journey.