A Consultant in our Mississauga office, Susan thrives on the challenge of helping people achieve their financial goals.
After graduating from the Niagara College of Applied Arts and Technology, Susan began her career as an accountant at Bateman Mackay Chartered Accountants. In her three-year stint there, she worked towards her Certified Financial Planner® (CFP®) designation while honing her tax and financial planning skills.
Susan joined T.E. Wealth in 2000, specializing in tax management, comprehensive financial planning and total wealth management services. Her clients include private high-net-worth individuals and C-suite executives.
Susan is a recipient of the Q1 2021 Quarterly Pillars of Excellence award from CWB Financial Group. She lives in Hamilton where she enjoys spending time with her two highly active sons.