Firm Announcement: Appointment of Susan McAssey as Senior Relationship Manager
The Appointment of Susan McAssey as Senior Relationship Manager at Our Family Office Inc.
We are pleased to announce the appointment of Susan McAssey as Senior Relationship Manager
We are thrilled to welcome Susan McAssey to our team, where she will play a pivotal role in developing and maintaining strong client relationships, as well as expertly managing client investment portfolios. Susan brings a wealth of experience and a proven track record in the financial industry, having held key positions at renowned firms such as Fiera Capital Inc., BMO Global Asset Management, and RBC Wealth Management.
Her strategic approach to client engagement, financial planning, and investment management aligns perfectly with our mission to provide exceptional service and personalized strategies to our clients.
Susan holds several prestigious professional credentials, including Chartered Investment Manager (CIM), Fellowship of the Canadian Securities Institute (FCSI), Financial Management Advisor (FMA), and Family Enterprise Advisor (FEA). Her academic background in Economics and Sociology from the University of Western Ontario further enhances her ability to understand and anticipate the diverse needs of our clients.
In her new role, Susan will leverage her unique insights and experience to foster meaningful relationships and drive strategic growth for our clients. We are confident that her leadership and dedication will significantly contribute to the continued success and excellence of Our Family Office.
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Tim Cestnick’s Globe & Mail Articles
Tim Cestnick's Globe & Mail Articles
Catch up on our Co-Founder and CEO, Tim Cestnick's weekly column. His status as an expert is reinforced by his role as a tax and personal finance columnist for The Globe and Mail, Canada’s most prominent national newspaper.
Investment Thinking
Investment Management
We provide tax-efficient preservation and growth of your investment assets, utilizing best-in-class global strategies, strategic asset allocation, rigorous due diligence on managers and their selection.
Podcasts
Podcasts
Our Family Office proudly presents the Our Family Office Podcast. Throughout the inaugural season, host Adam Fisch speaks to various experts from across our firm, offering insights into the areas of focus for an integrated family office, and the ways that a Shared Family Office™ can help Canada’s wealthiest families.
