Susan has extensive experience in tax and wealth management and is passionate about client service. She is known for her ability to simplify complicated income tax concepts and client situations to make them understandable. In her most recent role as a Tax Partner at Deloitte, Susan served high net worth clients in corporate, personal, and trust taxation, and lead a program which provided income tax compliance and advice to all Deloitte partners across Canada. Susan also has experience in the Wealth Management business as she spent six years as a Wealth Specialist at RBC Dominion Securities, where she worked with clients to achieve tax-effective solutions and helped develop and strengthen relationships with internal teams and external clients. Prior to that, Susan worked at KPMG for many years.
Susan holds a B. Comm (Honours) from Queen’s University at Kingston, is a Chartered Professional Accountant (Ontario), and has a designation from the Society of Trust and Estate Practitioners. Susan is and has been actively involved in volunteering with various organizations, including Ottawa Salus and the Queen’s Gift Planning Advisory Committee.
