Suzanne Barwick brings over 20 years’ experience in the financial services industry to her work at PWL Advisors Inc. Her extensive experience in the fixed-income markets in Toronto, New York, and Montreal allows her to apply time-tested institutional investment principles to her work with individual clients.

Suzanne follows a comprehensive financial planning process in her work with clients, including:

• a complete explanation of the approach to be used
• a written agreement outlining the services to be provided
• gathering information by meeting with clients and collecting documentation
• determining client goals and objectives
• analysing the data and the client situation
• preparing and presenting a comprehensive written plan, including specific recommendations
• implementing recommendations and strategies as agreed on with the client
• providing regular monitoring and follow-up to ensure that progress is made

The fact that many professionals in the financial services industry choose Suzanne as their financial planner speaks to her expertise and reputation in the industry. Suzanne’s clients include individuals from many other walks of life as well, including active and retired professionals, executives, and members of the academic community.

Prior to joining PWL Advisors, Suzanne held increasingly responsible positions in the financial services industry, most recently as the Manager, Financial Services Division, of a major insurance company.

Contact Suzanne to review your financial situation.

Credentials:

• 20 years of experience at senior levels in large national and international financial firms
• BA, Management Economics, from the University of Guelph
• Certified Financial Planning Certificate (IQPF)