Susannah works closely with clients to create customized financial plans and manages their investment portfolios to help them meet both their present needs and achieve their future goals. Her extensive experience, proactive approach, and keen attention to detail make her a vital client resource and invaluable asset to the team.
Susannah has been part of the Bannatyne Wealth Advisory Group since 2013. She originally joined the industry in 2010 fresh out of the University of Victoria with a B. Comm. degree. She also holds a CERTIFIED FINANCIAL PLANNER (CFP®) designation.
In her free time, you can find Susannah biking or snowboarding in the mountains, enjoying the music of the Calgary Philharmonic Orchestra or out for a walk with her husband and their two English Bulldogs, Sammy and Tudor. A fun fact about Susannah: she studied in France for a semester in university where she nurtured her love for fashion, travel, and finance.
Wellington-Altus Private Wealth is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.