Susan Dumoulin, CFP®, CIM®
Private Wealth Advisor, Financial Planner
Email
[email protected]
Office Phone
416.640.8610
Mobile Phone
365.778.4497
Location
Mississauga, Ontario
“I care about what’s important to my clients and enjoy seeing them thrive. This drives the comprehensive, thorough advice that I tailor to their unique needs.”
With more than 20 years’ financial industry experience, I bring a sharp eye for detail and an ability to clearly communicate complex issues to my current role as a Private Wealth Advisor, Financial Planner. By conveying financial advice and strategies in an easy-to-understand way, my clients feel seen and heard which gives them confidence in their plan.
I'm strongly driven to get to know my clients and help them to reach their financial goals. My areas of expertise include tax management, comprehensive financial planning, and providing wealth management solutions for high-net-worth individuals and corporate executives.
Having begun my career in accounting, I expanded my expertise by earning the CERTIFIED FINANCIAL PLANNER® (CFP®) designation and moved into a full-time financial planner role in 2000. In 2021, I obtained the Chartered Investment Manager designation (CIM®) and in 2023, I was registered as an Associate Advising Representative with the OSC.
Beyond the Office
I enjoy spending time on the water, whether it’s boating, swimming, kayaking, or just listening to the sounds of the lake. Heading up to our cottage on Lake Huron in Tobermory with my family – any time of year – is my happy place. I am the proud mother of two amazing boys and am an incurable Rocky fan…Yo.