Susan-Lee joined Scotia Wealth Management in 2013 bringing with her over 20 years of experience in the insurance industry including running her own practice specializing in estate planning. She now works alongside Scotia Wealth Management Advisors strategizing to help build and protect client’s wealth using tax-exempt insurance based strategies. Advisors and their clients, along with their accountants and tax consultants have come to value Susan Lee’s expertise and advice as a recognised specialist on insurance-based wealth enhancement and protection. Susan-Lee knows that in order to provide the right solution she must star with a complete financial plan.
Insurance services are provided by Scotia Wealth Insurance Services Inc.