Portfolio Manager Managing Partner
Current
Quintessence Wealth
May 2024 - Present
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Sam Rook Email & Phone Number
Portfolio Manager Managing Partner
at
Bird's Eye Wealth Planners
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Role
Portfolio Manager Managing Partner
Location
Toronto, Ontario, Canada
Who is Sam Rook? Overview
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Quick answer
Sam Rook is listed as Portfolio Manager Managing Partner at Bird's Eye Wealth Planners, based in Toronto, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Sam Rook.
Sam Rook previously worked as Portfolio Manager Managing Partner at Quintessence Wealth and Founding Partner & Wealth Advisor at Bird'S Eye Wealth Planners. Sam Rook holds B.P.H.E from Laurentian University/Université Laurentienne.
Company email context
Email format at Bird's Eye Wealth Planners
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Bird's Eye Wealth Planners
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Profile bio
About Sam Rook
We help our families and business owner clients to plan, protect and build their wealth through all stages of life.
Current workplace
Sam Rook's current company
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6 roles · 24 years
Sam Rook work experience
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Founding Partner & Wealth Advisor
Portfolio Manager
Oct 2020 - Apr 2024
Associate Portfolio Manager
I help SME Business Owners and professionals manage their business and personal finances from start to finish. From Financial and Estate Planning to Investment Portfolios and Corporate Planning, my job is to help you build, prepare and protect your hard earned wealth.
Sep 2017 - Apr 2024
Investment & Wealth Advisor, Insurance Representative
Providing complete wealth management services for Business Owners and High Net Worth families in the GTA. Without a plan, there is no way to reach your goal
Jan 2017 - Apr 2024
Registered Representative, Insurance Representative
2003 - Dec 2016
1 education record
Sam Rook education
FAQ
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What company does Sam Rook work for?
Sam Rook works for Bird's Eye Wealth Planners.
What is Sam Rook's role at Bird's Eye Wealth Planners?
Sam Rook is listed as Portfolio Manager Managing Partner at Bird's Eye Wealth Planners.
Where is Sam Rook based?
Sam Rook is based in Toronto, Ontario, Canada while working with Bird's Eye Wealth Planners.
What companies has Sam Rook worked for?
Sam Rook has worked for Quintessence Wealth, Bird'S Eye Wealth Planners, Rbc Dominion Securities, and Rbc Wealth Management.
How can I contact Sam Rook?
You can use AeroLeads to view verified contact signals for Sam Rook at Bird's Eye Wealth Planners, including work email, phone, and LinkedIn data when available.
What schools did Sam Rook attend?
Sam Rook holds B.P.H.E from Laurentian University/Université Laurentienne.
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