The work I do with clients involves the management of their life savings and the quality of their retirement. It's a huge responsibility, one I take very seriously. While I cannot guarantee what the markets will do, I can guarantee this: I will always put the best interests of clients I serve above everything else.
Keeping your interests first means I spend quality time making sure I understand what matters to you before ever putting together a portfolio. It means the investments and solutions I recommend have been hand-selected to address your unique needs and goals. And putting your interests first means that I will not try to "sell you something;" I will work toward your financial well-being in retirement.
I specifically chose to work with Edward Jones because our values align so well. As a partnership rather than a publicly traded company, we are responsible only to our clients, not to outside stakeholders and quarterly earnings. We have no proprietary products, so I am free to explore the world of investments and other solutions in building portfolios.
My 18-year-old practice is well suited to work with clients nearing or already enjoying retirement. Living on a fixed income requires that I identify strategic ways to make sure we satisfy your income needs every year no matter what the markets do. During our thorough annual reviews, we'll revisit questions like, "Does everything still make sense" and "Will my money last a number of years?" We look at costs, risk tolerance and the mix of investments so that you know exactly what you are getting and what you are paying.
My husband and I have two active teenagers. We stay busy cheering them on in their various athletic endeavors – my daughter with gymnastics and ski racing and my son with hockey. We love to travel as a family, whether it's to our cottage north of Peterborough or more exotically to the Caribbean or to Europe. Depending on the season, I get out as often as possible to golf or downhill ski.
My Personal Interests
Phone NumberSusan M Lepp at (905) 831-4611
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