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 is important to work closely with other professional trusted by our 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. She has taken the Chartered Financial Divorce Specialist course which enables her to offer specific expertise during the stages of marriage breakdown. Suzanne is also licensed as a Life Insurance Agent with FSCO.

Suzanne’s community involvement includes acting as treasurer for charitable organizations and volunteering her time with fundraising events. Other interests include running, playing golf, enjoying time at the lake and travelling.