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.
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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