Susan Goldberg

Susan is an award-winning freelance writer and editor based in Thunder Bay, Ont. She has been writing about personal finance for more than 20 years.

Life

Insurance industry slow to act on Gender X

“Companies are going to have to and want to change with the times,” says financial advisor

By Susan Goldberg |June 1, 2022

4 min read

Advisor's Edge

Client Confidential: Ronald Derrickson

An entrepreneur shares how he built his wealth

By Susan Goldberg |February 4, 2022

4 min read

Planning and Advice

As housing prices soar, advisors are adjusting their strategies

Some young clients fear missing out, while older ones may be sitting on unexpected gold mines

By Susan Goldberg |June 14, 2021

5 min read

Advisor's Edge

Client Confidential: Guelph family chooses the slower life

"We set out to create a local, sustainable, community-focused lifestyle that would also generate income"

By Susan Goldberg |February 5, 2021

3 min read

Advisor's Edge

Long-term care in the age of Covid, and beyond

The pandemic has made clients think about care options for themselves and their parents

By Susan Goldberg |February 5, 2021

9 min read

Advisor's Edge

Design thinking for advisors

Too often, financial planning is viewed only as a math problem

By Susan Goldberg |October 30, 2020

6 min read

Advisor's Edge

Client Confidential: Nancy Wilson

Canadian Women's Chamber of Commerce founder talks money

By Susan Goldberg |October 30, 2020

3 min read

Advisor's Edge

This article appears in the June 2020 issue of Advisor’s Edge magazine. Subscribe to the print edition, read the digital edition or read the articles online. City: Montreal, where I live with my husband, David, and our three kids Age: 50 Occupation: Ombudsperson, Concordia University; writer and public speaker. My most recent book — I […]

By Susan Goldberg |June 12, 2020

3 min read