Susan Dumoulin, CFP®, CIM®
Private Wealth Advisor, Financial Planner
As a Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®), Susan’s drive to help her clients reach their financial goals is fuelled by a genuine joy in seeing others thrive.
Susan began as an accountant at Bateman Mackay Chartered Accountants and, during her three-year tenure, worked towards the Certified Financial Planner (CFP®) designation while honing her tax and financial planning skills.
Wanting to build more connected relationships with people, Susan left her accounting role in 2000 to begin her career as a Financial Planner. In 2020, her expertise continued under CWB Financial Group, and includes tax management, comprehensive financial planning and wealth management solutions to high-net-worth individuals and corporate executives.
Susan prides herself on her attention to detail, outstanding client service and her ability to communicate complex issues to her clients in a clear and easy to understand way. She obtained her CIM designation in 2021 and was awarded the CWB Financial Group Q1 2021 Quarterly Pillars of Excellence award.
Susan’s client base extends beyond Mississauga, to the Peel Region, Halton, Niagara and Hamilton – where she resides with her husband and two highly-active sons.