Susan Nardi

Hon.BA., CFP®, FDS.D

Certifications & Specializations:
Certified Financial Planner® / Financial Divorce Specialist


Susan Nardi graduated from McMaster University in Hamilton with an Honours Degree in Economics. She is also a CERTIFIED FINANCIAL PLANNER® practitioner with 18 years experience in the financial services industry.

Susan’s responsibilities within the firm include the administration of daily operations and long-term strategic planning.

Susan Nardi was also awarded the Financial Divorce Specialist’s designation in 2012. This highly valued designation now allows Susan to assist clients both current and prospective, in dealing with the financial aspects associated with divorce and separation.

She welcomes the opportunity to work closely with clients to ensure that their financial needs are effectively addressed.


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