Susan McAssey, CIM®, FCSI, FMA, FEA, Senior Relationship and Portfolio Manager
CIM®, FCSI, FMA, FEA

Susan McAssey

Senior Relationship Manager

As a senior relationship manager, Susan is responsible for developing and maintaining strong client relationships and managing client investment portfolios. Susan joined Our Family Office from Fiera Capital Inc., a global investment management firm specializing in both traditional and alternative asset classes.

Highlights of Susan’s Career to Date Include:

  • Investment Counsellor at Fiera Capital: Susan led the management of investment portfolios for affluent families and foundations, collaborating with tax specialists and economic experts. To enhance client engagement, Susan organized seminars and special events.
  • Vice-President, Regional Sales at BMO Global Asset Management: In this role, Susan managed relationships with investment advisors, improving communication between portfolio managers and clients through strategic sales and presentations.
  • Investment Advisor at RBC Wealth Management: Susan oversaw investment portfolios for high-net-worth families, focusing on financial planning, client relations, and strategic growth.

Professional Credentials & Qualifications:

  • Chartered Investment Manager (CIM®)
  • Fellowship of the Canadian Securities Institute (FCSI)
  • Financial Management Advisor (FMA)
  • Family Enterprise Advisor (FEA)
  • Bachelor of Arts in Economics/Sociology, University of Western

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