RBC Wealth Management, Elizabeth O'connor

Susan Lee is a certified financial planner with over 10 years of experience and 20 years in the financial services industry. She specializes in assisting clients in achieving their personal financial goals, whether they are first-time homebuyers, self-employed individuals, or planning for retirement. With a commitment to ongoing education, Susan stays current with government legislation and industry products, ensuring her clients receive the most relevant advice. Her expertise makes her a valuable resource for anyone looking to navigate their financial journey. Generated from the website

Planning for your financial future should be a simple and straightforward task. Based in Haliburton, Assante Wealth Management will work with you to assess your unique financial situation and devise solutions that best suit your needs...

RBC Wealth Management in Haliburton, ON provides financial advisory services to individuals and businesses seeking wealth management solutions. With a focus on personalized strategies and investment planning, the firm aims to assist clients in achieving their long-term financial goals. Generated from their business information