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Susan Tucker, CFP®, B.A.

Private Wealth Advisor, Financial Planner

Susan Tucker

Email
[email protected]

Office Phone
403.538.3793

Location
Calgary, Alberta

“The best part of my job is getting to know my client families as we navigate life’s challenges and plan for the future together. Seeing their goals become reality is my greatest reward.”

From taxes to inter-generational wealth transfers, I cover all the financial planning bases for my high-net-worth clients. Loyal and committed to building long-term relationships, I measure success by my ability to put the right plan in place for each client, helping them reduce financial stress and achieve their goals.

With more than 20 years of experience in the financial services industry, I began my career as a financial advisor at a brokerage firm. I moved to a major Canadian bank and then ATB Securities, before joining the firm in 2012.

After earning my CERTIFIED FINANCIAL PLANNER® (CFP®) designation in 2011, I’ve continued to build my industry knowledge and professional education through a series of specialized courses. These have covered such topics as tax strategies, retirement and estate planning, investment management and practice management. I also have a Bachelor of Arts degree in Sociology from the University of Calgary.

Beyond the Office

I love to read, travel and explore the amazing Calgary bike paths on my new e-bike. I’m also learning Spanish and practise a little every day. Mostly, I love spending time with friends and family. Este es mi favorito!