Meet Our Team

Suzi Wills - Associate

Suzi has worked in the financial services industry for more than 18 years here in Peterborough. Her background includes banking, insurance and financial planning. Suzi attained her Certified Financial Planning designation in 1999. Her primary responsibility is client service satisfaction.

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.