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Susan Wiley, Financial Advisor

FINANCIAL ADVISOR
Susan Wiley

CFP®, CEPA®
10126-97 Ave, Unit 204, Grande Prairie, AB T8V 7X6opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement savings strategies
  • Retirement income strategies
  • Estate and legacy strategies
  • Business retirement plans
  • Business owner considerations
  • Wealth strategies

About Susan

My goal has always been to be financially independent, therefore as an Edward Jones financial advisor I am passionate about providing holistic wealth strategies for others.

We partner with professionals (business owners, teachers, health professionals, farmers) people transitioning through life events such as divorce, death, or nearing retirement, and their families. Our practice works with a team of professionals using an established process, creating customized strategies, addressing concerns such as retirement income needs, risk assessment, pensions, tax considerations and estate planning. Aligned with our firm philosophy, we adopt a conservative investment approach with a strong focus on capital preservation, income...

Work History

  • Edward JonesJuly 2018 to Current

Personal Interests

  • Camping
  • Reading
  • Spending Time with Family
  • Traveling
  • Crafts

Team Members

  • Tara Whomes
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(587) 752-6001

Fax

(866) 773-9222

Office Address

10126-97 Ave
Unit 204
Grande Prairie, AB T8V 7X6opens in a new window

More to explore

My priorities

What are your priorities?

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Setting your path

We use an established process to help you reach your goals.

Learn More