Wealth Advisor

416-231-3268 ext 5702

Susan Brooks

CFP, CPCA, FMA

​Having the right plan in place for your retirement is extremely important, as is setting aside money for your kids’ education or even just laying the groundwork for a dream vacation. Planning for these types of events, however, can seem daunting. I can help. My job is to give you high-quality, unbiased investment advice, and I take my job very seriously.

I am a firm believer in continuous improvement, and have committed myself to expanding my knowledge and skill set. That’s why I obtained my Certified Financial Planner (CFP) designation, and completed the Canadian Securities Course and Wealth Management Techniques certification. I also earned my Financial Management Advisor designation and, more recently, the title of Certified Senior Advisor.

One of the reasons I love working for Meridian is our shared commitment to neighbourhood banking. I currently live in Mississauga and enjoy participating in events for the Cancer Society, Heart and Stroke Foundation, and Sick Kids Hospital. Prior to moving to Mississauga, I lived in South Etobicoke for 20 years, and I am still very involved in that community.

As a Meridian Wealth Advisor and your neighbour, I look forward to meeting you to talk about how I can help you get the most from your money.

Talk to Me Today

I'm located at:

416-231-3268 ext 5702

 
Meridian Credit Union