A foundation of trust is essential for success:

Susan Mandeville is building her business through referrals from other professionals and satisfied clients.Trust, confidentiality and integrity are the cornerstones of her practice and her commitment to every client. Susan’s clients value her caring and personal approach. They know that they can rely on her expertise and professionalism no matter what their financial needs.

Susan is focused on:

  • your trust by acting with honesty, integrity and in your best interests at all times
  • peace of mind by offering a consistently high level of advice and guidance
  • higher real rates of return with an acceptable risk/reward ratio using a wide range of investment choices

Susan’s commitment to you starts with your first meeting. Through an in-depth discussion, she will determine your personal financial goals and needs. After this initial consultation, she will create an investment plan designed to meet your specific objectives.

Experience: Over 24 years in the financial services industry

●●Professional education and designations: Certified Financial Planner (CFP),Canadian Securities Course, Wealth Management Course, Professional Financial Planning Course

●●Goal: To help Canadian families build and protect their wealth, and reach their financial and retirement goals

Family business succession planning

Donna and Norm are ready for the next step of their wealth journey. Find out how a custom business succession plan helped this family transition their business into a well-funded retirement.

Susan J. Mandeville

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