Susan M. House

Susan M. House

CFP, CIWM, RRC, CIMCFP CertifiedIIROCCIPF Certified

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Senior Financial Consultant

Investors Group Securities Inc.

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About —

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Susan has been a business owner for over 32 years. For the last 18 years, as a Consultant with IG Wealth Management, working with individuals and families to create, protect and preserve wealth for future lifestyle and eventual transfer to the next generations. In 2018, Susan transitioned her practice to the Investment Industry Regulatory Organization of Canada (IIROC).
Susan has the following industry designations – Certified Financial Planner (CFP) attained in 2005, Certified International Wealth Manager (CIWM) attained in 2010, Registered Retirement Consultant (RRC) attained in 2014, and Chartered Investment Manager attained in 2015.
Susan has lived with her family in Beamsville for the last 32 years.

Team —

Vanessa Kurucz

Vanessa Kurucz

Administrative Assistant

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Phone Email vanessa.kurucz@ig.ca
Vanessa has been part of our team since January 2013 and has over 30 years of experience in an administrative and back office environment.
Vanessa is the first point of contact for our clients and is committed to offering a high standard of service.
Vanessa’s precision focus on systems and organization make her an essential support within our team.
Originally from England, she now lives with her husband and 2 daughters in Grimsby.
Transcript

My IG advisor does all my financial planning

IG Wealth Management – they do all our financial planning: An IG advisor will show you a real financial plan that includes all of investments, retirement, estate planning, life insurance, tax strategies and more.

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155 Main Street East, Unit 207
Grimsby, ON L3M 1P2

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