Suzanne has over 36 years of experience in the field of investment, retirement, estate, and tax planning. Her extensive financial planning background forms the basis of a disciplined and highly effective investment management approach. She has earned a sterling reputation as an innovator and industry leader. Suzanne understands that managing wealth requires an appreciation of our clients' unique values and an in-depth understanding of their goals. She takes a consultative approach to wealth management and helps clients to organize and simplify their complicated and busy financial lives.
Suzanne is active in the community with South Winnipeg Family Information Centre's "Clothes Closet" initiative, and lends her support and assistance to a variety of charitable causes. In her leisure time she enjoys travel, skiing (both water and alpine), creative time in her kitchen, fine cuisine, entertaining, and family time with her two adult daughters.