Director, Wealth Strategies
CIBC Private Wealth
Susan guides ultra-high-net worth individuals, business owners and family enterprises through their unique opportunities and challenges. Susan works with your trusted advisors to provide guidance and ensure alignment on all fronts in the areas of wealth, tax and estate planning, philanthropy, family governance and business succession planning. With other 30 years’ experience in private wealth management, commercial banking, investment banking and public accounting, Susan is a trusted and skilled professional. Susan holds an Honours Bachelor of Commerce in Finance and the Family Enterprise Advisor (FEA) designation. She is also a member of the Chartered Professional Accountants of Ontario since 1992.
Strategies to minimize tax implications, including the FHSA
Help clients prioritize the most tax-efficient assets.
The conversation should reflect their age and stage of life.