Wealth Specialist, Menard Kinkaid Wealth Management
RBC Dominion Securities
Susan spent over 20 years as a senior tax professional with one of Canada’s leading accounting firms. Since 2014, Susan has worked with clients of the Menard-Kinkaid Wealth Management team.
Susan provides tax advice to clients in various industries and sectors, including professional services, farming, real estate,technology, and owner managed businesses. Susan proactively reviews clients’ income tax situations to ensure they are taking advantage of all opportunities available, given their unique circumstances. Susan works together with clients’ accountants and lawyers, acting as a second set of eyes, ensuring effective communication of planning opportunities.
She is a Board member of Queen’s University’s Gift Planning Advisory Committee and is an active Trust and Estate Practitioner.
Susan is an avid runner and has completed several marathons. She enjoys spending time with her husband and three children.
Thursday, October 24
12:00 PM – 12:30 PM