With over 20 years of financial experience, Susan joined Dirk’s investment advisor practice in 2004, attracted by the partnership culture and opportunity to have a real say in the direction of the team. As a Chartered Investment Manager, she has the skills to assist affluent clients and advise on all of their investment needs. She creates retirement plans and constructs client portfolios in keeping with their risk tolerances and financial goals. Through research, Susan finds and tracks companies that qualify for the group's strict investment discipline.
Susan thrives off the ever-changing nature of the investment business and loves the fact that she is continually learning. The most rewarding aspect of her job is the client relationships: earning clients’ trust and working to ensure their financial well-being.
Susan enjoys dancing and landsailing with her husband and catching up with their five adult children and the rest of her large family. Cycling, gardening, fitness classes and long walks with the dog also provide a chance to unwind and relax.