Susan has been a business owner for over 35 years. For the last 20 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 designation 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 36 years.
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