36 Toronto Street, Suite 850, Toronto, Ontario, M5C 2C5, Canada
About Susan Mallin, CFP, CIM, Financial Planner
Established January 1997
Susan
has been in the investment management business for 21 years and in financial
planning for 14. She knows that combining the two professional disciplines is
paramount to achieving clients’ financial goals efficiently and sensibly,
allowing for peace of mind.Financial Planning is the gateway to achieving
your desired financial milestones. It helps you recognize what you need to do
in order to make what you want happen. In the unpredictable circumstances of
life, Susan knows that a financial plan needs to be fluid; a dynamic design
that keeps pace with the constant changes of life. Financial planning is not
a one-time “road map” to a better financial situation, but rather a
continuous advisory profession based on an ongoing relationship with the client.
The idea is to have a financial planner to consult with over time regarding
financial influences, whether great or small, that affect your needs or
results.Susan works with an exceptionally professional, experienced, and
disciplined team of Portfolio Managers at Lorne Steinberg Wealth Management.
If you have not had the opportunity to work directly with Portfolio Managers
and a Financial Planner simultaneously, you do not know the value you are
missing. It is one of the most qualified, conflict-free, unbiased, as well as
cost efficient ways of managing your wealth and planning your financial
future.
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