While working for international finance and accounting organizations that focused on serving corporations during her co-op terms at Wilfrid Laurier University, Susan discovered that her route to happiness was by making a difference in individual lives, rather than helping companies earn higher profits. Since joining PWL Capital in 2013 after graduation, Susan has been passionate about simplifying complex financial ideas to help lead her clients to financial success. Susan helps clients reach their goals through ongoing financial planning and the design and ongoing management of their portfolios. The financial planning piece allows clients to make informed decisions when current needs and desires conflict with long-term goals, while crafting a well-designed but flexible portfolio gives them the means to reach those goals.
Susan’s credentials include:
• Chartered Financial Analyst (CFA) Charterholder
• CFP Professional
• Honours BBA from Wilfrid Laurier University
• Registered Investment Advisor
Susan runs a YouTube series called, “Your Money, Your Choices” where she presents and simplifies the relevant options young professionals have so they can make better financial decisions:
Susan was motivated to start her video series as a way to help millennials, like her sisters and friends, to navigate the often complex and information-rich world of personal finance. You can say she is self-interested, but she wants everyone to be wealthy and able to achieve their long-term goals through spending, saving, and investing intelligently and getting started on the right path while they are young.
In her spare time Susan volunteers with the Kitchener Waterloo Community Foundation, bakes, decorates, and eats desserts, and plays sports to burn off all those desserts. She enjoys hiking, travelling, and is a great sleep enthusiast.