Susan brings over 22 years of experience within the investment and financial services industry to her role as Investment Counsellor with RBC Wealth Management – PH&N Investment Counsel. Working with a small number of exclusive clients, she provides comprehensive discretionary investment management to affluent private clients, foundations, and non-profit organizations throughout Atlantic Canada.
After graduating from St. Francis Xavier University with a Bachelor of Arts (Economics), Susan worked within RBC for several years before accepting a job offshore in Bermuda as a discretionary portfolio manager with the Bank of Bermuda, where she gained experience setting global investment policy strategy while conducting research and analysis on bonds, equities, mutual funds and hedge funds. Susan returned to Canada and RBC in 2003 when she accepted her current role with RBC PH&N Investment Counsel.
Susan received her Chartered Financial Analyst designation in 2001. She has served as a board member for the Bermuda CFA Society and past President of the Atlantic Canada CFA Society.
