Susan Tessier offers her Niagara clients the benefits of combined CERTIFIED FINANCIAL PLANNER® designation and insurance solutions.
Susan Tessier, CFP®
Associate Investment Advisor
iA Private Wealth
Experience & Education
From college graduation, Susan started her financial career in our Welland office in 1993. She has successfully managed all facets of our branch operation and client services from Executive Assistant to Associate Investment Advisor.
Susan is also an insurance advisor with Hollis Insurance. providing estate planning services and solutions.
In 2002, Susan earned the internationally recognized CERTIFIED FINANCIAL PLANNER® designation. Thirty hours of accredited education annually is just one of the requirements to maintain this designation.
Susan is a graduate of Niagara College of Applied Arts & Technology with a diploma in Business Accounting.