Samantha Findlay

Samantha Findlay helps families and individuals navigate complex financial decisions with clarity and confidence. As Managing Director of the Insurance Department, she leads a team focused on using life insurance strategically - not as a product, but as a tool to address real challenges at the right time. In partnership with Nicola Wealth Advisors, she works directly with clients and their accountants and lawyers to develop integrated strategies that safeguard families, preserve wealth, and plan for future generations.

With a background in Mathematics and Computer Science, Samantha thrives on translating complex financial structures into clear, actionable strategies that give clients confidence and a deeper connection to their money. She works with clients at every stage - from young professionals building wealth, to multi-generational families planning legacies and teaching financial stewardship.

Samantha is also passionate about mentoring advisors and shaping the next generation of the industry, promoting disciplined, thoughtful practices that raise standards and ensure clients get the best outcomes.

Her leadership and expertise have been recognized with multiple awards, including Wealth Professional’s Top 50 Leading Women in Wealth (2025), IIAC Top Under 40 (2021), and BCBusiness Magazine’s Most Influential Women in Finance (2019).

Samantha is a Chartered Life Underwriter (CLU) and Certified Financial Planner (CFP).