My goal has always been to be financially independent and to help others achieve it as well. I've worked in the industry for over 14 years and I have been a CFP® holder since 2013, which is long considered the gold standard of financial planning in Canada. When I am not assisting my clients I am giving back to the community through my involvement with the Chamber of Commerce and joining in on community activities. As a family we love camping and quadding, involving my children, spouses and grandsons. My husband and I enjoy travel within Canada and abroad.
As an Edward Jones Financial Advisor I feel it is important to partner with you to understand what you are working towards before we give any recommendations. It's also important to balance the risk you're comfortable with accepting when investing so we can balance that with the goals you are working to achieve.
Clients I work with are engaged with planning their finances and investments and actively update and revisit their goals on a regular basis.
We are not alone - we have many people and advanced technology to help ensure you receive the most current and comprehensive guidance. We also work with your lawyers, accountants and other professionals to help deliver unified strategies that leverages everyone's area of expertise.
For complimentary, no obligation consultation please contact:
[email protected] | Phone: 587-752-6001
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Wealth Protection Strategies
- Business Retirement Plans
- Socially Conscious Investing
My Personal Interests
- Spending Time with Family
Phone NumberSusan Wiley at (587) 752-6001
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