Sam Morris

Sam Morris

Client Advisor

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location of Sam MorrisVancouver, British Columbia, Canada

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  • Timeline

  • About me

    Commodity Trader Trainee @ Olympic Industries

  • Education

    • McGill University

      2015 - 2019
      Bachelor's degree Economics

      Activities and Societies: Varsity Cross Country, Varsity Track and Field

  • Experience

    • RBC

      May 2018 - Aug 2018
      Client Advisor
    • RBC Dominion Securities

      Jul 2019 - Oct 2020
      Investment Advisor Assistant
    • TaG Cycling

      Oct 2019 - now
      Coach

      ▸In person studio coach, guiding workouts while providing guidance and motivation▸Individual or group clinics demonstrating and instructing different on bike skills▸Customized training plans catered towards different goals of individual athletes

    • Haywood Securities Inc.

      Oct 2020 - May 2023
      Sales Assistant

      ▸Played a vital support role in the financial advisory process to an Investment Advisor▸Raised capital for private placements and public stock financing through outgoing prospective calls.▸Assisted with various tasks such as client communication, placing trades, portfolio management, research, and administrative duties▸Gathering and organizing client financial information, preparing reports, scheduling meetings, and maintaining client databases

    • Project Echelon

      Jan 2023 - Dec 2023
      Professional Cyclist

      Raced all over North America and Europe

    • Toronto Hustle Cycling Syndicate

      Jan 2024 - now
      Professional Cyclist
    • Olympic Industries ULC

      Sept 2024 - now
      Commodity Trader Trainee
  • Licenses & Certifications

    • Canadian Securities Course

      Canadian Securities Institute
    • Investment Advisor Training Program

      Canadian Securities Institute
    • Conduct and Practices Handbook

      Canadian Securities Institute