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Investment Advisor
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:
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
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