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Susan Nardi


Position:
Hon.BA., CFP®, CFDS

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

Bio

Susan Nardi shares her core beliefs and knowledge with her clients to help them achieve their life goals.  Her personal attention to each client and their family is a key factor towards their success.  She believes that true financial planning takes a consistent long-term approach.  Susan believes that “financial planning involves doing small things in a big way, everyday!”

Susan Nardi was also awarded the Chartered Financial Divorce Specialist’s designation in 2012. She is a great resource to anyone experiencing separation and divorce.  Susan will share her knowledge in helping you navigate and complete the financial requirements and forms necessary to reach a resolution.  She believes that understanding this information is key to helping you make informed decisions.

Susan Nardi graduated from McMaster University in Hamilton with an Honours Degree in Economics. She is also a CERTIFIED FINANCIAL PLANNER® practitioner with over 20 years experience in the financial services industry.

Susan is a dedicated mother to two teenage daughters and is the main caregiver to her 86 year old mother.  She enjoys spending time with family and friends at her cottage.

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