BA, CPA, CMA
Senior Financial Advisor
BA, CPA, CMASenior Financial Advisor
After Dean’s successful career as a CFO in Toronto, he moved his family out of the bustle of the city, and with two small children moved back to Collingwood in 2007. Later that year, they purchased a small book of clients and now serve high net worth families exclusively. Their practice employs four full time professional staff.
Dean and Susie’s objective is to provide conservative financial advice with highly personal service to the successful investor and their families while maintaining a good work life balance with their family. Dean and Susie enjoy many social and recreational pursuits including skiing, golf, and most competitive sports, as well as actively participating in or supporting several community organizations.
Today, Dean and Susie spend most of their free time carefully overseeing their daughters, Daisy and Lily, to support them on the path to personal independence.