Susan Dumoulin, CFP®, CIM®
Private Wealth Advisor, Financial Planner
With more than 20 years’ financial industry experience, Susan brings a sharp eye for detail and an ability to clearly communicate complex issues to her current role as a Private Wealth Advisor, Financial Planner. By conveying financial advice and strategies in an easy-to-understand way, her clients feel seen and heard which gives them confidence in their plan.
Susan is strongly driven to get to know her clients and help them to reach their financial goals. Her areas of expertise include tax management, comprehensive financial planning, and providing wealth management solutions for high-net-worth individuals and corporate executives.
Having begun her career in accounting, Susan expanded her expertise by earning the Certified Financial Planner (CFP®) designation and moved into a full-time financial planner role in 2000. In 2021, she obtained the Chartered Investment Manager designation (CIM®). In 2023, Susan was registered as an Associate Advising Representative with the OSC.
“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.”
Beyond the Office
Susan enjoys spending time on the water, whether it’s boating, swimming, kayaking, or just listening to the sounds of the lake. Heading up to her cottage on Lake Huron in Tobermory with her family – any time of year – is Susan’s happy place. She’s the proud mother of two amazing boys and is an incurable Rocky fan…Yo.