Susan is a Certified Financial Planner® with over 20 years of financial and capital markets experience. Susan spent the majority of her career at Dundee Securities Ltd. and ScotiaMcLeod, as an Investment Associate where she was actively involved in the development, execution and review of clients investment portfolios. Susan’s strength is in building and maintaining client relationships based on trust, integrity, exceptional client service and professionalism. Susan holds a BA (1990) in Administrative & Commercial Studies (Financial & Economic) from the University of Western Ontario.