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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 started her career in the financial services industry in 1997. A graduate of Conestoga College with a Diploma in Business Administration, in 2020 a graduate of Brock University with a Bachelor of Education Adult Education degree. Susan has gone forward to obtain industry designations, specializing in the fields of financial planning, insurance and risk management, and education. Susan is also a Branch Manager for PEAK Investment Services.
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.
Susan lives with her husband and three children and beloved pets on the family farm in Ethel, Ontario. Her biggest passion is her family. She can often be found cheering on the sporting events of the children, most notably curling, baseball and hockey. Our family is active in our church community, St. Peter's Lutheran Church. Currently, Susan serves on the board as treasurer of the Brussels Curling Club. Volunteer work is an important aspect community living and is rewarding being able to contribute to the local community.
Kim started her career in the Financial Services Industry in 1986 after graduating from Sir Sanford Fleming College with a Dual Diploma in Business and Personnel Management. She has been a bank manager, insurance agent and a small business owner.
I am very passionate about getting to know my clients by having authentic two way conservations. I absolutely love putting tailored plans together to help you reach your Financial Goals through every stage in your life. I value trust and honestly and would love the opportunity to Earn your Business!
I live in Brussels with my husband Geoff and daughter Tess. I enjoy spending quality time with family and friends as well as crafting, gardening and doll making. I am an active participant in Women's Business Networking and enjoy hosting free educational seminars on financial literacy and investing.
I provide independent advice to ensure that every financial solution I 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.