News and resources for Canada's top financial advisors
Director, Wealth Strategies CIBC Private Wealth
Susan guides ultra-high-net worth individuals, business owners and family enterprises through their unique opportunities and challenges. Susan works with your trusted advisors to provide guidance and ensure alignment on all fronts in the areas of wealth, tax and estate planning, philanthropy, family governance and business succession planning. With other 30 years’ experience in private wealth management, commercial banking, investment banking and public accounting, Susan is a trusted and skilled professional. Susan holds an Honours Bachelor of Commerce in Finance and the Family Enterprise Advisor (FEA) designation. She is also a member of the Chartered Professional Accountants of Ontario since 1992.
Tax & Estate
Strategies to minimize tax implications, including the FHSA
By Susan Wood |June 12, 2023
9 min read
Financial Planning
Help clients prioritize the most tax-efficient assets.
By Susan Wood |August 2, 2022
4 min read
The conversation should reflect their age and stage of life.
By Susan Wood |June 29, 2022
5 min read
Planning and Advice
May 8, 2024|5 min read
March 20, 2024|5 min read
May 7, 2024|4 min read
March 7, 2024|4 min read
February 15, 2024|3 min read
December 20, 2023|3 min read
January 17, 2024|4 min read
October 26, 2023|4 min read
We use cookies to make your website experience better. By accepting this notice and continuing to browse our website you confirm you accept our Terms of Use & Privacy Policy.