Meet our Team
Suzi Wills, CFP® - Associate Branch Manager
Suzi has worked in the financial services industry for more than 20 years. Her background includes banking, insurance and financial planning. Suzi attained her Certified Financial Planning designation in 1999 and the Branch Manager’s designation in 2010.
In addition to providing Branch Compliance to our office, Suzi is your front-line “go to” person.
Disclaimer: The information contained herein is for ON, NS, NB residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions.