Susan M.
Lead Expert, Wealth Management Solutions @National Bank Financial
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WORK HISTORY
Lead Expert, Wealth Management Solutions @National Bank Financial
In this role, Susan provides leadership for the delivery of the financial and estate planning service offering to our wealth management advisors and their clients, and is responsible for the financial planning, estate planning and tax teams outside of Quebec.
EDUCATION
Durham College
Life License Qualification Program (LLQP), Insurance
Queen's University
Bachelor's degree, Commerce (Honours)
ABOUT SUSAN M.
A seasoned tax strategist with more than two decades of experience in high net worth planning, as well as planning and compliance for the charity and not for profit sectors, the structuring of private company reorganizations, planning involving the use of trusts, mergers and acquisitions, personal and estate planning, post-mortem tax planning, tax assessment disputes, and voluntary disclosures.
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