Susie provides personal, corporate, trust and estate tax planning recommendations to assist clients in meeting and optimizing their retirement and estate goals.

Susie’s passion is helping clients and colleagues simplify their financial affairs and set them up to achieve their financial goals and dreams. Her mission is to empower clients with the knowledge and strategies required to make informed decisions.

Susie has over 20 years of experience in the financial sector, starting her career at a local accounting firm in Vancouver specializing in taxation of owner-managed private corporations and personal income tax. Susie has since worked as a Financial Planning Specialist at one of the major banks, followed by being an Investment Advisor and Financial Planner at an independent investment firm. Susie’s broad experience in the field of finance and tax has afforded her the ability to consider the different aspects of a well-rounded and holistic financial plan.

Outside of work, you can find Susie spending time with her family, hiking up mountains, volunteering as Treasurer for an elementary school and managing and cheering on countless hockey, soccer and baseball teams.