Sue Hanson, RPA, LLQP, CEBS
Sue brings her extensive banking background to Financial Services Group, including her knowledge and skills from the courses she has completed. In 2009, Sue successfully completed the Life License Qualification Program to complement her other courses which include the Investment Funds Institute of Canada mutual funds course, the Canadian Securities Course, and the Professional Financial Planning Course. In May 2016 Sue received The Employee Benefit Specialist Designation.
What Sue Does for You:
In addition to providing excellent customer service, Sue assists with preparing client's financial plans. This consists of a net worth, a summary of projected monthly income and overall portfolio review services.
"Working with the FSG team and clients for the past 17 years has been very rewarding for me. I look forward to further building relationships with clients and assisting them with their financial planning. it is a real pleasure watching our clients see the benefit of creating a financial plan, sticking to it and being rewarded."
*Mutual funds are offered through Manulife Securities Investment Services Inc.
*Sue Hanson is a client services assistant of Manulife Securities Investment Services Inc.
*Insurance products and services are offered through Gary P. Kwasnecha & Company Ltd operating as Financial Services Group.