As senior relationship and portfolio 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
North American Wealth Award Nominations 2020:
Finalist in 3 Categories
What do I want to share with my heirs about my values and life experiences while I still can?
What do other successful families do about educating future generations?
What would happen to my family and business if I were suddenly gone tomorrow?
Is it possible that there might be other tax ideas we haven’t considered yet?
Who will make the important decisions and coordinate things after I’m gone?
Do I wonder sometimes if our planning done in the past is still relevant?
Are my investments properly compensating me for the risk I’m taking?
Which of my investments or accounts are no longer serving their intended purpose?
What do I expect market returns to look like in the next five years?
What is my Strategic Asset Allocation?
