Sue is a Partner and Senior Wealth Advisor with MLD Wealth Management Group at CG Wealth Management.
When she graduated from University, she knew she wanted to work in Finance and do something with money. She grew up in a family with parents who newly emigrated to Canada, who didn’t do things as well as they could have because they lacked knowledge and information when it came to money and investing. She started her career with one of the major banks and there got her first exposure to investing and fell in love with it. She was introduced to a world of how to impact people’s lives, by making better decisions with their money and investments. That’s when she knew she wanted to become a Financial Advisor.
Her purpose in working with clients is to achieve better financial outcomes. She empowers clients to make sense of their money, and experience how money managed well creates options instead of obligations for their livesContact:
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