Susan Clarke, B.Comm., PFP

Vice-President & Wealth Advisor

506-869-5444 | Email me
506-869-5460
1-800-380-3888


Susan is a Vice-President & Wealth Advisor and holds the Personal Financial Planner (PFP) designation. After graduating with a Bachelor of Commerce degree from Mount Allison University, she joined RBC and has enjoyed a 27 year career including positions as Manager of Royal Trust, and Manager of Financial Planning. 
 
Susan believes a customized investment strategy works best and should be based on an individual’s specific need for capital growth, investment income and capital preservation, as well as their retirement income needs and existing tax situations. Through her professionally managed portfolios, risk is managed via a strategic diversification of asset classes between equities, fixed income and cash.
 
Committed to a personal approach to wealth management, Susan begins with an in-depth discovery of each client’s current situation, future goals and upcoming milestones. A firm believer in the financial planning process, her process includes an insurance analysis and estate planning through her extended team of specialists.
 
Susan has two children, and is an active volunteer for The Friends of the Moncton Hospital. She loves the outdoors, spends winters skiing at Poley Mountain, and summers on the tennis court and her bicycle. She enjoys yoga and travel.
 

Brian Brun

Vice-President & Wealth Advisor

506-869-5444 | Email me
506-869-5454
1-800-380-3888

As a Wealth Advisor, I have been providing comprehensive wealth management advice to individuals, business owners, professionals and their families since 2003. I am committed to providing exceptional service, work with people to build personalized, long-term strategies that we follow and monitor closely, so that they can maintain there lifestyle and enjoy a comfortable retirement.

The cornerstone of my business is one on one relationship with each individual, based on trust, communication and a detailed understanding of their needs. By working in partnership with a team of experts within RBC Dominion Securities, Royal Bank of Canada and other centres of influence, I address the full scope of investment strategies, retirement needs, including wealth protection and insurance solutions, estate planning and trust services and charitable giving strategies.

Makid Imam

Associate

506-869-5459 | Email me
506-869-5460

Makid is a technical specialist with the team focusing on financial planning input , portfolio construction, ongoing monitoring of the investment discipline and analysis of the teams products and services.

Makid joined RBCDS in the fall of 2018. Makid has extensive experience and has worked in the Wealth Management industry since 2007. Makid is a University of New Brunswick Graduate with a Bachelor’s of Business Administration (BBA) majoring in accounting. Makid is a Certified Financial Planner(CFP) and holds the Canadian Securities Course.

Makid is married to Atia and they have three children Manha, Samaha and Zubiha. Makid is actively involved in the community and enjoys playing Cricket in the summer months . He enjoys spending the rest of his free time with his family

Tammy MacDonald

Administrative Assistant

506-869-5459 | Email me

Joanie Després

Administrative Assistant

506-869-5459 | Email me

How can we help you?

To learn more about how we can help you, your family, and your business, contact us today.

*Required fields