About Us

As a Certified Financial Planner®, I continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial losses or managing your portfolio wisely, I have the experience and resources to meet your needs.

Susan Alexander, CFP®, CLU, CHS

Certified Financial Planner
Chartered Life Underwriter
Certified Health Insurance Specialist
Sholdice Financial Services
PEAK Investment Services Inc.

Susan Alexander, CFP®, CLU, CHS
  • Certified Financial Planner
  • Chartered Life Underwriter
  • Certified Health Insurance Specialist

Susan started her career in the financial services industry in 1997. A graduate of Conestoga College, Susan has gone forward to obtain the above industry designations, specializing in the fields of financial planning, insurance and risk management and elder education.

My philosophy

I provide independent financial advice to ensure that clients are receiving unbiased advice. Honesty is the best policy and my integrity is of the best part of my practice. I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals, giving you greater confidence.

About Me

Susan lives with her husband, three children and their dog on the family farm in Ethel, Ontario. Her biggest passion is her family. In the summer months, you can find her coaching baseball, as well as playing herself. In the winter months, she will be found at the local arena watching and cheering on the children.

Our family as active in our church community, St. Peter's Lutheran Church. I serve our church council, currently filling the treasurer's role, as well as serving as a board member for the Brussels 5R's thrift shop and treasurer of the Brussels Curling Club. Volunteer work is an important part of community living and it is rewarding to be a part of these great organizations.

Doug Sholdice, C.A.I.B., A.I.I.C

Sholdice Financial Services

I provide independent advice to ensure that every financial solution l prepare for a client is based on unbiased research. I value a client’s trust above everything else and once a client makes a decision to work with me, l continually work hard to deserve their trust.

I develop relationships with my clients that l clearly understand their concerns and requirements when it comes to protecting property and wealth.