Meet Our Team

Susan Cole, BA, CFP - Certified Financial Planner

Susan has been a qualified source of financial advice for busy people since 1998. She is an integral part of a highly motivated and client centric team of advisors who strive to develop long-term relationships that will allow their clients to ‘live their dream’.

Susan is a dedicated member of her church and a busy mother raising her son Tyler. Susan has always lived just outside of Smiths Falls.

Susan’s current accomplishments:
- Bachelor of Arts - Carleton University
- Certified Financial Planner
- Life, Disability, and Health Insurance licensed
- Canadian Investment Funds Course
- Currently enrolled in the Registered Health Underwriter (RHU) program.

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Disclaimer: The information contained herein is for ON residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions.