Suzanne graduated from the University of Western Ontario and went on to earn her Chartered Accountant designation in 1991. She has worked in the financial industry since 1998. In that time, she’s acted as portfolio manager, investment advisor, controller and compliance officer. With her strong tax background, Suzanne is able to provide advice to clients that is critical to their wealth management. She also believes it’s important to work closely with other professionals trusted by her clients such as accountants and lawyers.
Suzanne has a keen interest in educating and empowering women investors, whether it is the young professional, the recently widowed or somewhere in between. Recently, Suzanne received the designation of Chartered Financial Divorce Specialist which enables her to offer specific expertise during the stages of marriage breakdown.
Suzanne’s community involvement includes acting as treasurer for sports and charitable organizations. Other interests include running, playing golf, skiing and travelling. These activities are best enjoyed with her husband Brian and their three sons, Justin, Brock and Drew.