Who We Are
Enriched Investing Incorporated is a team of trained, seasoned and dedicated money managers acting for you as Fiduciaries, the highest legal and ethical standard in our industry. Moreover, all our employees abide by the Code of Ethics and Standards of Professional Conduct as set out by the Chartered Financial Analysts (CFA) Institute.
Our job is to give our clients the opportunity to enrich their lives by freeing them from the worry of having to continually make investment decisions. Peace of mind and confidence are the result of having industry leading, trusted veterans dedicated to helping you reach your personal goals.
Our Team
Margaret Samuel, MBA, LLB., CFA
President, CEO and Portfolio Manager
Over more than twenty-eight years, Ms. Samuel has developed a disciplined approach to portfolio management at major Canadian investment institutions. Ms. Samuel has analyzed, traded and managed money market, fixed income, common equity and derivative hedging instruments and portfolios, gaining in-depth experience in fundamental, technical and quantitative disciplines.
Other positions Ms. Samuel has held include Portfolio Manager of long-short and long-only funds, Vice-President, Investment Advisor, Chief Investment Officer, Chief Compliance Officer, and Analyst with both small and large organizations including the Royal Bank Group of Companies and Ontario Teachers Pension Plan Board. Ms. Samuel graduated from the University of Alberta with a Masters of Business Administration, a Bachelor of Laws degree, and a Bachelor of Arts degree with distinction. Ms Samuel holds the Chartered Financial Analyst designation, and is a member of the CFA Society Toronto and of the Canadian Society of Technical Analysts.
Ms. Samuel has served as Board member of the CSTA and on a number of CFA Society Toronto committees.
Darryl Cailes, BA., PFP
Executive Vice President, Managing Director and Chairman
In a period of thirty-four years Mr. Cailes has been involved in the capital markets as a private investor and a fully licensed Investment Advisor with Merrill Lynch, one of the world’s largest investment firms. He held similar positions with two bank owned investment firms in Canada and during that time was the author of a regular investment column for the Economist and Sun, one of Ontario’s largest community newspapers. He has also served as Vice President, National Sales Manager with a TSX listed real property investment firm based in Toronto. He has broad experienced in customer service and marketing disciplines beginning in 1980 with Honeywell Canada and subsequently launched the advance into Eastern Canada of a major Western Canadian ecologically friendly lawn care service provider.
Mr. Cailes studied business administration at Ryerson University and holds a Bachelor of Arts degree from the University of Windsor. He earned the Professional Financial Planner diploma in 1999.
Scott Bell
Chief Marketer
Mission: Ignite and inspire insight and understanding with groundbreaking content
Investing in Visionary Storytelling
With a profound commitment to storytelling and a global perspective fueled by extensive travel experience, Scott Bell is the storyteller investors turn to for visionary content that transcends borders and captures the essence of our interconnected world.
Mr. Bell’s selected credits reflect a career marked by diversity and excellence:
So Lost Without You; RBC Capital Markets Global Outlook Dallas 2023; Hilti Tools webcast; In through The Big Door; The Goodwill Film; Soaked in Carnival, Yearbook.
David Chapman, CIM, BA
Chief Strategist
Mr. Chapman will report on global economic and related market events to help guide the firm’s asset allocation strategies for both institutional and individual investors.
For more than 40 years David Chapman has held senior analyst positions in the financial services industry including Chief Economist and in sectors including foreign exchange, corporate finance and equity financing, global banking and central banking systems, technical analysis of North American equity, bond, derivative and gold markets.
Mr. Chapman’s weekly newsletter, the Technical Scoop, has generated a wide loyal international following for more than 21 years and is now distributed by Enriched Investing™. Mr. Chapman is a graduate Canadian Investment Manager (CIM), and a technical analyst.
i Private Ownership, Independent Structure
Enriched Investing Incorporated, founded in 1989, is a privately owned corporation, managed by its majority shareholders. Our business is founded on sound ethical principles and strict regulatory compliance and we adopt a strategy for success that is consistent with the prosperity and well-being of our clients.
ii Focus on Investment Management
Our daily activities converge on our core competency – conservatively managing assets for our valued clients. We are free from any influence from investment banking, sales quotas or outside shareholders, all investment decisions are made solely upon the best interests of our clients.
iii Management’s Deep Experience
The challenge of creating and implementing a successful retirement plan is made abundantly easier when working with trusted and competent professionals. Each member of our management staff has deep training and long experience in the business of accessing the capital markets for retirement planning, creating trust accounts or managing inheritances.
iv Our Culture
At Enriched Investing™ we value clarity and integrity. Our unique performance is the product of the straightforward, unvarnished way we conduct our business and relate to our clients. Our third party custodial and administrative relationships are of high institutional quality for your benefit and ours.
