Connect Your Money with Your Life

About Sue

As the Operations Manager, Sue is involved in every aspect of client activity. This includes coordinating and scheduling client appointments, planning review activity and client events, and prioritizing client satisfaction. 

Sue has earned the Financial Paraplanner Qualified Professional designation and is a Certified Graduate of the Katharine Gibbs School. 

Her goal is to use her organizational abilities and experience to ensure our clients receive the highest standard of care and service. In charge of all day-to-day office administrative and operational procedures, Sue keeps the office running smoothly, efficiently and productively so that our clients and advisors are kept on track with important and timely information. 

In her spare time, Sue enjoys gardening, home improvement projects, cooking, trying new craft beers, traveling and riding on her husband’s Harley. And, every summer, Sue escapes to their cottage in Prince Edward Island with her husband, Paul, and their fur-daughter, Cadie.

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