Keeping You Informed – Welcome Suzanne Pellerin

January 31, 2022 | Joanne Livingston


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Please join us in welcoming Suzanne Pellerin to the Livingston Wealth Management Group. Over the years we have built a practice striving to deliver the best financial services and advice possible. When the opportunity to add further perspective and insight to our clients’ financial lives was presented...we jumped.

 

Prior to joining us at RBC, Suzanne was a Lawyer at Labarge Weinstein LLP for the past 8 years. Specializing in Tax and Corporate Law, she provided advice on a wide range of matters aimed at helping both corporate and individual clients improve tax efficiency and tackle the trickier issues of intergenerational wealth, wills and estates, and family trusts. Successful wealth management incorporates the goals and issues families face with ongoing revision and solid asset management, which is best delivered through a combination of lenses. We are delighted to grow our toolkit and look forward to introducing you to Suzanne in the coming months. We are also proud to support Suzanne in her role as a director of the Ottawa Regional Cancer Foundation.

 

 

Livingston Wealth Management Group